American Financial & Tax Strategies Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists Robert Braglia, President and Chief Compliance Officer, as the authorized signatory for the report.
The portfolio consists of a total of 101 holdings, primarily composed of exchange-traded funds (ETFs) and mutual funds. The largest position in the portfolio is held by the Fidelity Covington Trust MSCI Real Estate ETF, which accounts for 198,976 shares. Other significant positions include the Vanguard Charlotte Funds Total Int Bond ETF with 235,363 shares, the WisdomTree Trust EM Ex State-Owned ETF with 240,859 shares, and the WisdomTree Trust US High Yield Corp ETF with 148,929 shares.
The filing also lists several individual equity positions, including shares of Berkshire Hathaway Inc. Class B, Coca-Cola Co., and ExxonMobil Holdings Corp. The top individual stock holding is the Vanguard World Fund Morningstar Mega Cap fund, which holds 80,597 shares.
The report indicates that all positions are held with sole voting and dispositive power, with no shared voting or dispositive rights.
