American Family Investments, Inc.: 13F holdings, Q2 2026
Family office · SEC EDGAR filings (CIK 2029723) · Explore on the interactive board
American Family Investments, Inc. disclosed 13 US equity positions worth $5.5bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 17, 2026). Its largest position is Xtrackers USD High Yield BB-B ex Financials ETF at 47.1% of the reported book, followed by IWV, JNK. The top ten holdings are 98.0% of the book, and the portfolio behaves like about 4 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 9, reduced 2 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does American Family Investments, Inc. own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 9 added, 2 reduced, 0 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | Xtrackers USD High Yield BB-B ex Financials ETF | 47.1% | $2.6bn | 48,109,589 | 37% | added | |
| 2 | IWV ISHARES RUSSELL 3000 INDEX FUND | 12.5% | $693.9m | 1,627,426 | 93% | added | |
| 3 | JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | 9.9% | $547.6m | 5,682,623 | 59% | added | |
| 4 | SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BD ETF | 8.8% | $489.5m | 14,630,218 | 44% | added | |
| 5 | VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 7.5% | $413.9m | 5,008,438 | 82% | added | |
| 6 | IGF ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND | 3.1% | $169.0m | 2,538,162 | 85% | added | |
| 7 | VOO VANGUARD INDEX FDS | 2.7% | $149.6m | 217,810 | 5% | added | |
| 8 | BOW Bowhead Specialty Holdings Inc | Financial Services | 2.5% | $140.7m | 4,700,761 | 0% | held |
| 9 | XLRE REAL ESTATE SELECT SECTOR SPDR FUND | 2.0% | $112.3m | 2,549,761 | 87% | added | |
| 10 | IWP iShares Russell Mid-Cap Growth ETF | 1.9% | $106.0m | 723,817 | 17% | added | |
| 11 | HYD VANECK VECTORS HIGH YIELD MUNICIPAL INDEX ETF | 1.5% | $83.8m | 1,626,304 | -58% | reduced | |
| 12 | LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND ETF | 0.3% | $16.9m | 155,400 | -43% | reduced | |
| 13 | TDW TIDEWATER INC NEW | Energy | 0.1% | $8.0m | 119,817 | 0% | held |
Sector mix
| Sector | Weight |
|---|---|
| Financial Services | 2.5% |
| Energy | 0.1% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is American Family Investments, Inc.'s portfolio?
Across every quarter American Family Investments, Inc. has filed, its median largest position is 48.4% of the book and its median top-ten weight is 97.8%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).