Asset Management Group, Inc.
CIK: 0001511550SEC EDGAR →
Portfolio Value
$618K
Holdings
137
As of
Q4 2025
New Positions
2
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 149,918 | $32K | 5.14% |
| 2 | APPLE INC | 95,741 | $26K | 4.21% |
| 3 | INVESCO QQQ TR | 40,299 | $25K | 4.00% |
| 4 | ISHARES TR | 152,208 | $21K | 3.47% |
| 5 | ISHARES TR | 30,763 | $21K | 3.41% |
| 6 | ISHARES TR | 294,865 | $19K | 3.15% |
| 7 | VANGUARD INDEX FDS | 59,347 | $18K | 2.90% |
| 8 | VANGUARD SPECIALIZED FUNDS | 78,307 | $17K | 2.78% |
| 9 | VANGUARD INDEX FDS | 96,289 | $17K | 2.76% |
| 10 | PROSHARES TR | 287,438 | $17K | 2.69% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 90 | $484K | 78.4% |
| Technology | 7 | $36K | 5.9% |
| Unknown | 6 | $33K | 5.3% |
| Consumer Cyclical | 5 | $21K | 3.4% |
| Communication Services | 6 | $16K | 2.6% |
| Consumer Defensive | 7 | $10K | 1.6% |
| Industrials | 5 | $9K | 1.4% |
| Healthcare | 8 | $8K | 1.4% |
| Basic Materials | 1 | $505 | 0.1% |
| Energy | 1 | $274 | 0.0% |
| Utilities | 1 | $201 | 0.0% |