American Institute for Advanced Investment Management, LLP

RIA/Wealth

American Institute for Advanced Investment Management, LLP is a RIA/Wealth based in Fairfield, CT led by Charles Lee Langowski, reporting $27.8B in AUM as of Q3 2025 with 65% ETF concentration.

CEOCharles Lee Langowski

Portfolio Value: $151.6M
Positions: 144
Top Holding: IWF at 8.12%
Last Reported: Q3 2025

Address140 Sherman Street 4th Floor, Fairfield, CT, 06824, United States

Top Holdings

Largest long holdings in American Institute for Advanced Investment Management, LLP's portfolio (34.7% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Russell 1000 Growth IWF	ETF ETF	$12.3M	8.12%	-$334.4K Sold	— 26.3K shares	Q4 2019 Held for 5y 11m
2 iShares Russell 1000 Value IWD	ETF ETF	$6.5M	4.31%	-$330.6K Sold	— 32.1K shares	Q4 2019 Held for 5y 11m
3 SPDR S&P 500 ETF Trust SPY	ETF ETF	$6.4M	4.24%	-$100.6K Sold	— 9.7K shares	Q4 2019 Held for 5y 11m
4 Apple AAPL	Consumer Electronics Technology	$5.7M	3.74%	-$81.5K Sold	0.00% 22.2K shares	Q4 2019 Held for 5y 11m
5 Microsoft MSFT	Software - Infrastructure Technology	$4.8M	3.15%	-$121.2K Sold	0.00% 9.2K shares	Q4 2019 Held for 5y 11m
6 Vanguard Total Stock Market VTI	ETF ETF	$3.8M	2.52%	-$6.2K Sold	— 11.7K shares	Q4 2019 Held for 5y 11m
7 Vanguard Dividend Appreciation VIG	Unknown Unknown	$3.7M	2.43%	-$35.4K Sold	— 17.1K shares	Q4 2022 Held for 2y 11m
8 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT	ETF ETF	$3.7M	2.42%	-$53.6K Sold	— 36.4K shares	Q4 2019 Held for 5y 11m
9 Vanguard Growth VUG	ETF ETF	$3.1M	2.01%	-$12.0K Sold	— 6.4K shares	Q4 2019 Held for 5y 11m
10 iShares Russell 2000 IWM	ETF ETF	$2.7M	1.78%	-$86.1K Sold	— 11.1K shares	Q4 2019 Held for 5y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in American Institute for Advanced Investment Management, LLP's latest filing

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GthenC

Market Value

$151.6M

Prior: $140.7M

Q/Q Change

+7.71%

+$10.8M

Net Flows % of MV

-0.051%

Turnover Ratio

3.79%

New Purchases

1 stocks

$200.1K

Added To

30 stocks

+$5.1M

Sold Out Of

4 stocks

$705.3K

Reduced Holdings

66 stocks

-$4.7M

Increased Positions

Position	Shares Δ	Change
1 Invesco BulletShares 2030 Corporate Bond ETF BSCU	New	0 → 11.8K +$200.1K
2 Global X Artificial Intelligence & Technology AIQ	+333.69%	5.1K → 22.1K +$841.4K
3 Home Depot HD	+269.99%	4.4K → 16.4K +$1.4M
4 Vanguard FTSE Europe VGK	+137.06%	5.0K → 11.9K +$550.7K
5 iShares Global Infrastructure IGF	+89.46%	8.5K → 16.2K +$467.0K

Decreased Positions

Position	Shares Δ	Change
1 PepsiCo PEP	Sold	1.6K → 0 −$212.8K
2 Texas Instruments TXN	Sold	985.0 → 0 −$204.5K
3 Gartner IT	Sold	500.0 → 0 −$202.1K
4 TMC the metals company Inc. TMC	Sold	13.0K → 0 −$85.8K
5 Energy Select Sector SPDR Fund XLE	-48.31%	5.3K → 2.7K −$229.2K