AMERICAN FINANCIAL & TAX STRATEGIES INC

RIA/Wealth

AMERICAN FINANCIAL & TAX STRATEGIES INC is a RIA/Wealth based in New York, NY led by Robert James Braglia, reporting $256.8M in AUM as of Q3 2025 with 92% ETF concentration.

PresidentRobert James Braglia

Portfolio Value: $200.0M
Positions: 92
Top Holding: BNDX at 5.58%
Last Reported: Q3 2025

Address1650 Broadway, Suite 1405, New York, NY, 10019, United States

Top Holdings

Largest long holdings in AMERICAN FINANCIAL & TAX STRATEGIES INC's portfolio (38.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total International Bond BNDX	ETF ETF	$11.2M	5.58%	+$335.8K Bought	— 225.5K shares	Q4 2023 Held for 1y 11m
2 WisdomTree Emerging Markets ex-State-Owned Enterprises XSOE	ETF ETF	$9.9M	4.94%	-$535.4K Sold	— 260.6K shares	Q4 2023 Held for 1y 11m
3 Vanguard Russell 1000 Growth VONG	ETF ETF	$9.7M	4.86%	-$502.1K Sold	— 80.7K shares	Q4 2023 Held for 1y 11m
4 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$8.2M	4.10%	-$135.7K Sold	— 148.1K shares	Q4 2023 Held for 1y 11m
5 Vanguard Mega Cap Growth MGK	ETF ETF	$7.0M	3.50%	-$308.6K Sold	— 17.4K shares	Q4 2023 Held for 1y 11m
6 Invesco S&P 500 Low Volatility SPLV	ETF ETF	$6.5M	3.27%	-$60.6K Sold	— 89.1K shares	Q4 2023 Held for 1y 11m
7 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$6.5M	3.24%	-$698.2K Sold	— 61.9K shares	Q4 2023 Held for 1y 11m
8 Pacer US Cash Cows 100 COWZ	ETF ETF	$6.2M	3.12%	+$160.2K Bought	— 108.7K shares	Q4 2023 Held for 1y 11m
9 Vanguard Tax-Exempt Bond Index Fund VTEB	ETF ETF	$5.7M	2.87%	-$238.2K Sold	— 114.8K shares	Q4 2023 Held for 1y 11m
10 Fidelity MSCI Real Estate Index ETF FREL	ETF ETF	$5.5M	2.77%	+$271.5K Bought	— 199.0K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in AMERICAN FINANCIAL & TAX STRATEGIES INC's latest filing

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Market Value

$200.0M

Prior: $193.5M

Q/Q Change

+3.35%

+$6.5M

Net Flows % of MV

-2.02%

Turnover Ratio

2.67%

New Purchases

2 stocks

$574.6K

Added To

18 stocks

+$2.7M

Sold Out Of

1 stocks

$317.4K

Reduced Holdings

59 stocks

-$7.0M

Increased Positions

Position	Shares Δ	Change
1 SPDR Nuveen Bloomberg High Yield Municipal Bond HYMB	New	0 → 14.2K +$354.0K
2 Goldman Sachs Group GS	New	0 → 277.0 +$220.6K
3 Cisco Systems, Inc. CSCO	+149.94%	8.4K → 21.0K +$861.1K
4 Vanguard Total Bond Market BND	+12.73%	46.1K → 52.0K +$436.9K
5 ICLN iShares Global Clean Energy ICLN	+9.95%	13.4K → 14.7K +$20.6K

Decreased Positions

Position	Shares Δ	Change
1 Meta Platforms, Inc. META	Sold	430.0 → 0 −$317.4K
2 Nvidia NVDA	-75.59%	5.3K → 1.3K −$746.5K
3 Apple AAPL	-41.96%	7.2K → 4.2K −$763.9K
4 Invesco New York AMT-Free Municipal Bond PZT	-26.81%	111.0K → 81.2K −$661.6K
5 Microsoft MSFT	-19.64%	1.2K → 982.0 −$124.3K