American Investment Services, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, American Investment Services, Inc. held in its portfolio 126 assets valued at $430,891,102 (i.e. $430.89M).
The most valuable assets in the portfolio included: WORLD GOLD TR ($43.79M), VANGUARD INDEX FDS ($38.64M), and DIMENSIONAL ETF TRUST ($22.63M).
The chart below shows the top 10 valuable assets, and the table below shows the top 126 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
American Investment Services, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| WORLD GOLD TR | 512994 | 43794268 | SPDR GLD MINIS |
| VANGUARD INDEX FDS | 79205 | 38640937 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 485791 | 22632990 | US MKTWIDE VALUE |
| VANGUARD WHITEHALL FDS | 224655 | 20218950 | INTL HIGH ETF |
| DIMENSIONAL ETF TRUST | 387317 | 13346954 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 181990 | 12679227 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 161855 | 12004772 | US EQUITY MARKET |
| VANGUARD INDEX FDS | 59640 | 11390625 | VALUE ETF |
| VANGUARD WORLD FD | 53909 | 9975304 | UTILITIES ETF |
| DIMENSIONAL ETF TRUST | 334634 | 8841038 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 265385 | 8778927 | EMERGING MKTS CO |
| CHEVRON CORP NEW | 57554 | 8771806 | COM |
| DIMENSIONAL ETF TRUST | 145467 | 8661108 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 112427 | 8317364 | WORLD EQUITY ETF |
| VERIZON COMMUNICATIONS INC | 203991 | 8308554 | COM |
| ISHARES GOLD TR | 102250 | 8299633 | ISHARES NEW |
| VANGUARD TAX-MANAGED FDS | 130091 | 8126807 | VAN FTSE DEV MKT |
| SPDR SERIES TRUST | 120028 | 7916523 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 237370 | 7769116 | WORLD EX US CORE |
| VANGUARD INDEX FDS | 30642 | 6489673 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 24957 | 6437684 | SMALL CP ETF |
| VANGUARD INDEX FDS | 70674 | 6253960 | REAL ESTATE ETF |
| MERCK & CO INC | 55803 | 5873824 | COM |
| ISHARES TR | 50109 | 5519507 | TRUST ISHARE 0-1 |
| VANGUARD INDEX FDS | 8243 | 5169166 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 151323 | 4977013 | US SMALL CAP VAL |
| JOHNSON & JOHNSON | 23332 | 4828558 | COM |
| VANGUARD MUN BD FDS | 82741 | 4161045 | TAX EXEMPT BD |
| AMGEN INC | 12364 | 4046861 | COM |
| SCHWAB STRATEGIC TR | 163059 | 3973748 | SHT TM US TRES |
| DIMENSIONAL ETF TRUST | 111300 | 3807561 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 78899 | 3800565 | NATL MUN BD ETF |
| VANGUARD INTL EQUITY INDEX F | 70332 | 3781027 | FTSE EMR MKT ETF |
| SPDR INDEX SHS FDS | 76172 | 3382780 | PORTFOLIO DEVLPD |
| VANGUARD SCOTTSDALE FDS | 38438 | 3219207 | INT-TERM CORP |
| SCHWAB STRATEGIC TR | 114611 | 3006252 | US BRD MKT ETF |
| ISHARES TR | 35216 | 2916589 | 1 3 YR TREAS BD |
| VANGUARD SCOTTSDALE FDS | 49172 | 2887872 | SHORT TERM TREAS |
| BERKSHIRE HATHAWAY INC DEL | 5677 | 2853545 | CL B NEW |
| INTERNATIONAL BUSINESS MACHS | 9622 | 2850133 | COM |
| DIMENSIONAL ETF TRUST | 69901 | 2663928 | INTL CORE EQT MK |
| SCHWAB STRATEGIC TR | 85578 | 2302904 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 6851 | 2296971 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 28895 | 2277215 | SHORT TRM BOND |
| SCHWAB STRATEGIC TR | 78428 | 2233634 | US SML CAP ETF |
| ISHARES TR | 16817 | 2072864 | S&P 500 GRWT ETF |
| ISHARES TR | 20406 | 2038152 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 34266 | 1852739 | GLOBAL CORE PLUS |
| VANGUARD INDEX FDS | 5824 | 1833289 | LARGE CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 9522 | 1824035 | S&P500 EQL WGT |
| DIMENSIONAL ETF TRUST | 38809 | 1816262 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 35620 | 1777438 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 35937 | 1723180 | SHORT DURATION F |
| ISHARES TR | 3573 | 1691101 | RUS 1000 GRW ETF |
| ISHARES TR | 14664 | 1611717 | TIPS BD ETF |
| ELI LILLY & CO | 1395 | 1499179 | COM |
| ISHARES TR | 12760 | 1451068 | SP SMCP600VL ETF |
| DIMENSIONAL ETF TRUST | 37597 | 1429814 | US HIGH PROFITAB |
| VANGUARD SCOTTSDALE FDS | 4425 | 1367502 | VNG RUS1000IDX |
| DIMENSIONAL ETF TRUST | 41755 | 1359961 | EMGR CRE EQT MNG |
| SCHWAB STRATEGIC TR | 51951 | 1248907 | INTL EQTY ETF |
| VANGUARD BD INDEX FDS | 15341 | 1136308 | TOTAL BND MRKT |
| VANGUARD MALVERN FDS | 14236 | 1088770 | SHORT DURATION B |
| DIMENSIONAL ETF TRUST | 24459 | 1040976 | CORE FIXED INCOM |
| SCHWAB STRATEGIC TR | 29486 | 965661 | EMRG MKTEQ ETF |
| SPDR INDEX SHS FDS | 19683 | 921346 | PORTFOLIO EMG MK |
| PROLOGIS INC. | 7070 | 902557 | COM |
| DOW INC | 38368 | 897044 | COM |
| DIMENSIONAL ETF TRUST | 11676 | 868080 | US LARGE CAP VEC |
| ISHARES TR | 4076 | 857346 | RUS 1000 VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| JPMORGAN CHASE & CO. | 2302 | 741751 | COM |
| CISCO SYS INC | 9567 | 736947 | COM |
| HOME DEPOT INC | 2140 | 736374 | COM |
| EQUINIX INC | 929 | 711763 | COM |
| ISHARES TR | 1031 | 705985 | CORE S&P500 ETF |
| EXXON MOBIL CORP | 5846 | 703508 | COM |
| ISHARES TR | 5598 | 672768 | CORE S&P SCP ETF |
| AMERICAN TOWER CORP NEW | 3599 | 631877 | COM |
| VANGUARD WORLD FD | 831 | 626392 | INF TECH ETF |
| ISHARES TR | 2477 | 609739 | RUSSELL 2000 ETF |
| NEXTERA ENERGY INC | 7586 | 609005 | COM |
| ISHARES TR | 11019 | 602850 | MSCI EMG MKT ETF |
| CATERPILLAR INC | 1043 | 597504 | COM |
| SPDR S&P 500 ETF TR | 867 | 591025 | TR UNIT |
| VANGUARD MALVERN FDS | 11777 | 582478 | STRM INFPROIDX |
| PEPSICO INC | 3951 | 567048 | COM |
| THE CIGNA GROUP | 2033 | 559543 | COM |
| APPLE INC | 2028 | 551206 | COM |
| DIMENSIONAL ETF TRUST | 23692 | 542576 | US REAL ESTATE E |
| GE AEROSPACE | 1745 | 537513 | COM NEW |
| PROCTER AND GAMBLE CO | 3522 | 504738 | COM |
| COCA COLA CO | 7158 | 500416 | COM |
| SIMON PPTY GROUP INC NEW | 2656 | 491653 | COM |
| DIGITAL RLTY TR INC | 3030 | 468772 | COM |
| SCHWAB STRATEGIC TR | 15663 | 463782 | US LCAP VA ETF |
| REALTY INCOME CORP | 7526 | 424241 | COM |
| PUBLIC STORAGE OPER CO | 1626 | 421947 | COM |
| VANGUARD WORLD FD | 6578 | 418559 | ESG US CORP BD |
| MICROSOFT CORP | 850 | 411077 | COM |
| ISHARES TR | 6384 | 380934 | SELECT US REIT |
| COLGATE PALMOLIVE CO | 4800 | 379296 | COM |
| JOHNSON CTLS INTL PLC | 3130 | 374818 | SHS |
| VANGUARD CHARLOTTE FDS | 7679 | 371049 | TOTAL INT BD ETF |
| ISHARES TR | 3704 | 355696 | MSCI EAFE ETF |
| ISHARES TR | 1666 | 353309 | S&P 500 VAL ETF |
| CROWN CASTLE INC | 3972 | 352992 | COM |
| HARTFORD INSURANCE GROUP INC | 2423 | 333890 | COM |
| VANGUARD MUN BD FDS | 4149 | 317192 | SHORT TAX EXEMPT |
| VICI PPTYS INC | 11092 | 311908 | COM |
| VANGUARD SCOTTSDALE FDS | 4497 | 309125 | TOTAL WLD BD ETF |
| VANGUARD SPECIALIZED FUNDS | 1385 | 304396 | DIV APP ETF |
| DIMENSIONAL ETF TRUST | 8962 | 302378 | EMERGING MKTS VA |
| EXTRA SPACE STORAGE INC | 2249 | 292865 | COM |
| MEDTRONIC PLC | 2868 | 275501 | SHS |
| AVALONBAY CMNTYS INC | 1481 | 268521 | COM |
| SELECT SECTOR SPDR TR | 1848 | 266057 | STATE STREET TEC |
| IRON MTN INC DEL | 3103 | 257394 | COM |
| TE CONNECTIVITY PLC | 1124 | 255722 | ORD SHS |
| VANGUARD STAR FDS | 3291 | 248274 | VG TL INTL STK F |
| ISHARES TR | 1492 | 235289 | MICRO-CAP ETF |
| VANGUARD SCOTTSDALE FDS | 3004 | 233268 | TOTAL CORP BND |
| EQUITY RESIDENTIAL | 3665 | 231042 | SH BEN INT |
| SBA COMMUNICATIONS CORP NEW | 1146 | 221671 | CL A |
| ADVANCED MICRO DEVICES INC | 1018 | 218015 | COM |
| PFIZER INC | 8082 | 201242 | COM |
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