American Money Management, LLC

CIK 0001600085 • 6 13F filings • May 13, 2025 – Aug 13, 2026

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Filer information

Filed by: American Money Management, LLC, CCO
Address: Po Box 675203, Rancho Santa Fe, CA, 92067
Phone: 858-755-0909
AUM: $636.3M

AUM over time

$700.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $636.3M166 positionsView on SEC.gov

			% of Portfolio
A S M L Holding Nv	ADR	$10.0M	1.6%Prev: 1.5%	9,356 SH	Increased+284 SH
AbbVie Inc Com	COM	$10.1M	1.6%Prev: 1.6%	43,989 SH	Increased+2,778 SH
Aberdeen Swiss Gold Trust	ETF	$744K	0.1%Prev: 0.1%	18,123 SH	Increased+725 SH
Advanced Micro Devices	COM	$312K	0.0%Prev: 0.0%	1,457 SH	Increased-9 SH
Alpha Services and Holdings SA	ADR	$12K	0.0%	14,010 SH	New
Amazon.com Inc.	COM	$5.5M	0.9%Prev: 0.8%	23,784 SH	Increased+740 SH
Analog Devices Inc	COM	$211K	0.0%	779 SH	New
Apple Computer Inc	COM	$33.3M	5.2%Prev: 4.8%	122,370 SH	Increased+9,771 SH
Applied Materials Inc	COM	$2.5M	0.4%Prev: 0.3%	9,733 SH	Increased-471 SH
AURORA INNOVATION CL A ORD	COM	$39K	0.0%	10,100 SH	New
Automatic Data Processing	COM	$310K	0.0%Prev: 0.1%	1,207 SH	Decreased-491 SH
Bank Of America Corp	COM	$1.2M	0.2%Prev: 0.2%	21,923 SH	Increased+417 SH
Bank of New York	COM	$206K	0.0%	1,775 SH	New
Berkshire Hathaway B	COM	$3.7M	0.6%Prev: 0.6%	7,453 SH	Decreased-273 SH
Berkshire Hathaway Inc A	COM	$755K	0.1%Prev: 0.1%	1 SH	Increased
BlackRock Inc	COM	$8.6M	1.4%Prev: 1.5%	8,078 SH	Decreased+524 SH
Broadcom Ltd	COM	$1.6M	0.3%Prev: 0.2%	4,706 SH	Increased+356 SH
Broadridge Financial Solutions, Inc.	COM	$9.3M	1.5%Prev: 1.4%	41,604 SH	Increased+5,461 SH
Cadence Design Systems Inc	COM	$772K	0.1%Prev: 0.1%	2,469 SH	Increased+417 SH
Capital One Financial Cp	COM	$1.6M	0.3%Prev: 0.2%	6,673 SH	Increased+1,952 SH
Caterpillar Inc	COM	$680K	0.1%Prev: 0.1%	1,187 SH	Increased-33 SH
Celestica Inc	COM	$355K	0.1%Prev: 0.0%	1,200 SH	Increased+160 SH
Cheniere Energy Inc New	COM	$1.7M	0.3%Prev: 0.4%	8,892 SH	Decreased-670 SH
Chevron Corp	COM	$417K	0.1%Prev: 0.1%	2,738 SH	Increased+403 SH
Cirrus Logic Inc	COM	$296K	0.0%Prev: 0.1%	2,500 SH	Decreased
Cisco Systems Inc	COM	$924K	0.1%Prev: 0.1%	11,994 SH	Increased-703 SH
CME Group Inc	COM	$211K	0.0%Prev: 0.0%	773 SH	Decreased-15 SH
Costco Whsl Corp New	COM	$10.4M	1.6%Prev: 1.7%	12,020 SH	Decreased+745 SH
Disney Walt Co	COM	$412K	0.1%Prev: 0.1%	3,619 SH	Decreased-455 SH
Domino s Pizza Inc	COM	$5.5M	0.9%Prev: 1.0%	13,261 SH	Decreased-207 SH
Duke Energy Corporation	COM	$216K	0.0%Prev: 0.0%	1,839 SH	Decreased-110 SH
Enbridge Inc Com	COM	$321K	0.1%Prev: 0.0%	6,718 SH	Increased+944 SH
Energy Transfer Partners	COM	$276K	0.0%Prev: 0.0%	16,739 SH	Increased+1,048 SH
Enterprise Prd Prtnrs Lp	COM	$643K	0.1%Prev: 0.1%	20,048 SH	Decreased-805 SH
Exxon Mobil Corporation	COM	$677K	0.1%Prev: 0.1%	5,628 SH	Increased+842 SH
Fair Isaac Corp	COM	$781K	0.1%Prev: 0.1%	462 SH	Increased+121 SH
First National of Nebraska Inc	COM	$636K	0.1%	41 SH	New
Ford Motor Co.	COM	$133K	0.0%Prev: 0.0%	10,115 SH	Increased-462 SH
General Electric Company	COM	$11.4M	1.8%Prev: 1.8%	36,868 SH	Increased+701 SH
Google Inc Class A	COM	$9.3M	1.5%Prev: 1.2%	29,702 SH	Increased-384 SH
Google Inc Class C	COM	$14.2M	2.2%Prev: 1.8%	45,254 SH	Increased+806 SH
Headstrong Group Inc	COM	$1	0.0%Prev: 0.0%	10,000 SH
Heico Corp	COM	$206K	0.0%	637 SH	New
Home Depot Inc	COM	$8.6M	1.4%Prev: 1.6%	25,058 SH	Decreased+764 SH
Honeywell International	COM	$396K	0.1%Prev: 0.1%	2,030 SH	Decreased+49 SH
Illinois Tool Works Inc	COM	$256K	0.0%	1,041 SH	New
IntrcontinentalExchange	COM	$5.3M	0.8%Prev: 0.9%	32,892 SH	Decreased+512 SH
Intuit	COM	$10.6M	1.7%Prev: 1.7%	16,044 SH	Increased+1,264 SH
Invesco NASDAQ 100 ETF	ETF	$910K	0.1%	3,598 SH	New
iShares 0-5 Year Invmt Grade Corp Bd ETF	ETF	$1.3M	0.2%Prev: 0.2%	26,377 SH	Decreased-2,172 SH
Ishares 0-5 Year Tips	ETF	$14.2M	2.2%Prev: 2.3%	138,281 SH	Increased+7,471 SH
iShares DJ International Select Div Index	ETF	$3.6M	0.6%Prev: 0.6%	92,473 SH	Increased-2,618 SH
iShares Edge MSCI USA Quality Factor ETF	ETF	$5.7M	0.9%Prev: 0.9%	28,839 SH	Increased+1,464 SH
iShares ESG 1-5 Year USD Corp Bd ETF	ETF	$220K	0.0%	8,704 SH	New
iShares ESG Advanced Hi Yld Corp Bd ETF	ETF	$426K	0.1%	9,024 SH	New
iShares ESG Aware MSCI USA ETF	ETF	$385K	0.1%	2,584 SH	New
iShares ESG U.S. Aggregate Bond ETF	ETF	$267K	0.0%	5,576 SH	New
iShares ESG USD Corporate Bond ETF	ETF	$522K	0.1%	22,320 SH	New
iShares iBonds Dec 2026 Term Corp ETF	ETF	$347K	0.1%	14,325 SH	New
iShares iBonds Dec 2027 Term Corp ETF	ETF	$432K	0.1%Prev: 0.0%	17,795 SH	Increased+6,167 SH
iShares iBonds Dec 2028 Term Corp ETF	ETF	$386K	0.1%Prev: 0.0%	15,162 SH	Increased+6,100 SH
iShares iBonds Dec 2031 Term Corp ETF	ETF	$444K	0.1%Prev: 0.1%	21,001 SH	Decreased
iShares Morningstar Mid-Cap Growth ETF	ETF	$370K	0.1%Prev: 0.1%	4,630 SH	Decreased
iShares Russell 1000 Growth Idx	ETF	$684K	0.1%Prev: 0.1%	1,445 SH	Increased+1 SH
iShares Russell Microcap Idx	ETF	$205K	0.0%	1,300 SH	New
iShares Russell Midcap Idx	ETF	$270K	0.0%Prev: 0.0%	2,800 SH	Decreased
iShares S&P 500 Idx	ETF	$523K	0.1%Prev: 0.1%	764 SH	Increased+122 SH
iShares S&P MidCap 400 Idx	ETF	$656K	0.1%Prev: 0.1%	9,936 SH	Decreased-211 SH
iShares S&P SmallCap 600 Idx	ETF	$8.0M	1.3%Prev: 1.3%	66,339 SH	Increased+1,456 SH
J P Morgan Chase & Co	COM	$13.0M	2.0%Prev: 2.1%	40,292 SH	Increased+757 SH
Johnson & Johnson	COM	$8.6M	1.4%Prev: 1.2%	41,779 SH	Increased+3,251 SH
JPMorgan Core Plus Bond ETF	ETF	$21.1M	3.3%Prev: 3.4%	445,324 SH	Increased+20,378 SH
JPMorgan Emerging Markets ETF	ETF	$11.3M	1.8%Prev: 1.8%	186,472 SH	Increased+3,131 SH
JPMorgan Equity Premium Income ETF	ETF	$585K	0.1%Prev: 0.1%	10,221 SH	Increased+368 SH
JPMorgan Ultra-Short Income ETF	ETF	$243K	0.0%Prev: 0.0%	4,795 SH	Increased+20 SH
Lilly Eli & Company	COM	$5.5M	0.9%Prev: 0.6%	5,072 SH	Increased+95 SH
Lockheed Martin Corp	COM	$934K	0.1%Prev: 0.1%	1,931 SH	Increased+547 SH
Lowes Companies Inc	COM	$328K	0.1%Prev: 0.0%	1,362 SH	Increased+238 SH
Market Vectors ETF	ETF	$272K	0.0%	2,394 SH	New
Market Vectors Gold Miners ETF	ETF	$320K	0.1%	3,732 SH	New
Marriott Intl Inc Cl A	COM	$7.2M	1.1%Prev: 1.0%	23,059 SH	Increased+81 SH
Mastercard Inc	COM	$13.2M	2.1%Prev: 2.0%	23,060 SH	Increased+1,834 SH
Mc Donalds Corp	COM	$6.9M	1.1%Prev: 1.1%	22,645 SH	Increased+1,202 SH
Medical Marijuana Inc	COM	$24	0.0%Prev: 0.0%	122,000 SH
Merck & Co Inc	COM	$200K	0.0%	1,903 SH	New
Meta Platforms Inc Class A	COM	$9.1M	1.4%Prev: 1.7%	13,859 SH	Decreased+268 SH
Micron Technology Inc	COM	$706K	0.1%Prev: 0.1%	2,473 SH	Increased-424 SH
Microsoft Corp	COM	$29.5M	4.6%Prev: 5.2%	61,050 SH	Decreased+1,097 SH
MultiCorp International Inc	COM	$2	0.0%Prev: 0.0%	20,000 SH
NightFood Holdings Inc	COM	$578	0.0%Prev: 0.0%	11,215 SH	Increased
Norfolk Southern Corp	COM	$1.3M	0.2%Prev: 0.2%	4,559 SH	Increased+837 SH
Northrop Grumman Corp	COM	$8.0M	1.2%Prev: 1.3%	13,946 SH	Decreased+711 SH
Nvidia Corp	COM	$5.4M	0.9%Prev: 0.9%	29,032 SH	Increased+1,410 SH
Nxp Semiconductors	COM	$1.9M	0.3%Prev: 0.4%	8,764 SH	Decreased-616 SH
Oracle Corporation	COM	$540K	0.1%Prev: 0.2%	2,769 SH	Decreased-433 SH
Palantir Technologies Inc Ordinary Shares - Class	COM	$289K	0.0%Prev: 0.0%	1,625 SH	Decreased-15 SH
Palo Alto Networks Inc	COM	$1.1M	0.2%Prev: 0.2%	5,990 SH	Decreased-277 SH
Paychex Inc	COM	$5.4M	0.8%Prev: 0.9%	47,989 SH	Decreased+5,356 SH
Pepsico Incorporated	COM	$4.2M	0.7%Prev: 0.7%	29,509 SH	Increased+1,297 SH
Pfizer Incorporated	COM	$306K	0.0%	12,270 SH	New
Philip Morris International	COM	$8.9M	1.4%Prev: 1.4%	55,520 SH	Increased+3,555 SH
PowerShares QQQ Trust	ETF	$2.4M	0.4%Prev: 0.4%	3,917 SH	Decreased-325 SH
Procter & Gamble Co	COM	$324K	0.1%Prev: 0.1%	2,259 SH	Decreased-27 SH
ProShares S&P MidCap 400 Dividend Arst	ETF	$280K	0.0%Prev: 0.0%	3,326 SH	Decreased-25 SH
Qualcomm Inc	COM	$5.3M	0.8%Prev: 0.9%	31,220 SH	Increased-526 SH
Raytheon Technologies Ord	COM	$364K	0.1%Prev: 0.1%	1,985 SH	Increased-7 SH
S&P Global Inc Com	COM	$6.9M	1.1%Prev: 1.0%	13,159 SH	Increased+783 SH
S&P MidCap 400 SPDRs	ETF	$911K	0.1%Prev: 0.2%	1,510 SH	Increased-3 SH
SAP SE	ADR	$295K	0.0%Prev: 0.1%	1,212 SH	Decreased
Schw US Brd Mkt Etf	ETF	$441K	0.1%Prev: 0.1%	16,800 SH	Increased
Schwab US LargeCap ETF	ETF	$12.1M	1.9%Prev: 2.0%	449,535 SH	Increased+3,266 SH
Schwab US LargeCap Growth ETFA(TM)	ETF	$366K	0.1%Prev: 0.1%	11,224 SH	Increased+19 SH
Schwab US Mid-Cap ETF	ETF	$8.1M	1.3%Prev: 1.3%	269,013 SH	Increased+13,418 SH
Shell ADR	ADR	$373K	0.1%Prev: 0.1%	5,072 SH	Increased-72 SH
SPDR MSCI USA StrategicFactors ETF	ETF	$11.8M	1.9%Prev: 1.9%	67,674 SH	Increased+1,774 SH
SPDR Portfolio Mid Cap ETF	ETF	$377K	0.1%Prev: 0.1%	6,505 SH	Increased
Spdr S&P 500 Value Etf	ETF	$4.2M	0.7%Prev: 0.7%	74,332 SH	Increased+1,376 SH
SPDR S&P 600 Small Cap Growth ETF	ETF	$209K	0.0%Prev: 0.0%	2,222 SH	Decreased
SPDR S&P Dep Rcpt	ETF	$1.1M	0.2%Prev: 0.1%	1,592 SH	Increased+400 SH
SPDR S&P Dividend	ETF	$6.2M	1.0%Prev: 1.0%	44,851 SH	Increased+1,255 SH
Starbucks Corp	COM	$822K	0.1%Prev: 0.1%	9,756 SH	Increased+1,768 SH
State Street SPDR Portfolio S&P 500 ETF	ETF	$803K	0.1%Prev: 0.1%	10,009 SH	Increased-138 SH
T J X Cos Inc	COM	$561K	0.1%Prev: 0.1%	3,652 SH	Increased
Taiwan Semiconductor Inc	ADR	$682K	0.1%Prev: 0.1%	2,243 SH	Increased+96 SH
Target Corporation	COM	$473K	0.1%Prev: 0.1%	4,841 SH	Decreased-727 SH
TE Connectivity	COM	$286K	0.0%Prev: 0.0%	1,259 SH	Increased+248 SH
Technology Select SPDR Fd	ETF	$6.0M	0.9%Prev: 1.0%	41,695 SH	Increased+21,090 SH
Tesla Motors Inc	COM	$664K	0.1%Prev: 0.1%	1,476 SH	Increased+202 SH
Texas Instruments Inc	COM	$1.1M	0.2%Prev: 0.2%	6,411 SH	Decreased+176 SH
Texas Pacific Land Trust	COM	$9.8M	1.5%Prev: 1.6%	34,156 SH	Decreased+23,597 SH
The Charles Schwab Corp	COM	$1.3M	0.2%Prev: 0.2%	12,904 SH	Increased+2,855 SH
Toyota Motor	ADR	$284K	0.0%Prev: 0.0%	1,327 SH	Increased
Uber Technologies Inc	COM	$966K	0.2%Prev: 0.1%	11,819 SH	Increased+3,077 SH
Ulta Cosmetics & Fragrances	COM	$1.4M	0.2%Prev: 0.2%	2,356 SH	Increased-8 SH
Union Pacific Corp	COM	$6.6M	1.0%Prev: 1.0%	28,605 SH	Increased+2,356 SH
UnitedHealth Group	COM	$868K	0.1%Prev: 0.1%	2,630 SH	Decreased+73 SH
VanEck Short High Yield Muni ETF	ETF	$229K	0.0%Prev: 0.0%	10,000 SH	Increased
Vanguard 500 ETF	ETF	$215K	0.0%Prev: 0.1%	342 SH	Decreased-947 SH
Vanguard Bond Index Fund	ETF	$343K	0.1%	4,629 SH	New
Vanguard Consumer Staples ETF	ETF	$381K	0.1%Prev: 0.1%	1,802 SH	Decreased+2 SH
Vanguard CRSP US Mid Cap Index	ETF	$2.9M	0.4%Prev: 0.5%	9,831 SH	Decreased-310 SH
Vanguard Dividend Apprciation Index	ETF	$660K	0.1%Prev: 0.1%	3,001 SH	Decreased-124 SH
Vanguard FTSE Developed Markets	ETF	$21.3M	3.3%Prev: 3.4%	340,598 SH	Increased+1,825 SH
Vanguard Growth ETF	ETF	$235K	0.0%Prev: 0.0%	482 SH	Decreased-45 SH
Vanguard Health Care	ETF	$421K	0.1%Prev: 0.1%	1,463 SH	Decreased-672 SH
Vanguard High Dividend Yield	ETF	$354K	0.1%Prev: 0.1%	2,468 SH	Increased+2 SH
Vanguard Intermediate Term Bond	ETF	$21.4M	3.4%Prev: 3.4%	274,769 SH	Increased+10,436 SH
Vanguard Large-Cap ETF	ETF	$1.2M	0.2%Prev: 0.2%	3,861 SH	Decreased-106 SH
Vanguard MSCI US SmCap Growth	ETF	$334K	0.1%Prev: 0.1%	1,104 SH	Decreased-22 SH
Vanguard REIT Fd	ETF	$248K	0.0%Prev: 0.0%	2,805 SH	Decreased-17 SH
Vanguard Russell 1000 Growth ETF	ETF	$1.1M	0.2%Prev: 0.2%	9,247 SH	Decreased-228 SH
Vanguard Short Term Bond	ETF	$211K	0.0%Prev: 0.0%	2,675 SH	Decreased-81 SH
Vanguard Short-Term Corporate Bond ETF	ETF	$35.0M	5.5%Prev: 5.6%	438,852 SH	Increased+17,349 SH
Vanguard Short-Term Treasury ETF	ETF	$39.5M	6.2%Prev: 6.2%	673,039 SH	Increased+43,170 SH
Vanguard Small Cap	ETF	$879K	0.1%Prev: 0.1%	3,407 SH	Decreased-110 SH
Vanguard SmCap Value ETF	ETF	$839K	0.1%Prev: 0.1%	3,959 SH	Increased+183 SH
Vanguard Total Stock Mkt Fd	ETF	$11.2M	1.8%Prev: 1.8%	33,398 SH	Increased+174 SH
Vanguard Total World Stock	ETF	$721K	0.1%Prev: 0.1%	5,110 SH	Increased+1 SH
Vanguard US MidCap Value Index	ETF	$539K	0.1%Prev: 0.1%	3,041 SH	Increased+16 SH
Vanguard Value ETF	ETF	$889K	0.1%Prev: 0.1%	4,656 SH	Increased+219 SH
Visa Inc.	COM	$13.4M	2.1%Prev: 2.0%	38,198 SH	Increased+2,453 SH
Wal-Mart Stores Inc	COM	$268K	0.0%Prev: 0.1%	2,402 SH	Decreased-1,312 SH
Wells Fargo & Co.	COM	$3.5M	0.5%Prev: 0.5%	37,181 SH	Increased+321 SH
Williams Sonoma	COM	$344K	0.1%Prev: 0.1%	1,927 SH	Decreased+5 SH
WisdomTree Dynamic Ccy Hdgd Intl Eq ETF	ETF	$408K	0.1%Prev: 0.1%	9,380 SH	Increased-147 SH
Yum Brands Inc	COM	$627K	0.1%Prev: 0.1%	4,143 SH	Increased+898 SH

Sold (vs prior filing)

Blackstone Group LP — $255K
iShares iBonds Dec 2025 Term Corp ETF — $482K
iShares iBonds Dec 2029 Term Corp ETF — $200K
iShares Russell Midcap Growth Idx — $203K
Verizon Communications — $238K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001162044-26-000132	$636.3M	View
Nov 10, 2025	Q3 2025	13F-HR	0001162044-25-001154	$599.3M	View
Aug 13, 2026	Q2 2026