American Family Investments
MADISON, WIfiles as American Family Investments, Inc.
$5.5bn in 13 US stocks at the end of 30 June 2026. The top 10 are 98.0% of the money. It changed about 7.9% of the portfolio this quarter.
Value
$5.5bn
Stocks
13
Top 10 share
98.0%
Turnover
7.9%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- DBX ETF TRBHYB47.1% of the fund+37%
- Ishares TRIWV12.5% of the fund+93%
- Spdr Series TrustJNK9.9% of the fund+59%
- Spdr Series TrustSPIB8.8% of the fund+44%
- Vanguard Scottsdale FDSVCIT7.5% of the fund+82%
- Ishares TRIGF3.1% of the fund+85%
- Vanguard Index FDSVOO2.7% of the fund+5%
- Select Sector Spdr TRXLRE2.0% of the fund+87%
- Ishares TRIWP1.9% of the fund+17%
Cut
Sold some of their stake.
- Vaneck ETF TrustHYD1.5% of the fund-58%
- Ishares TRLQD0.3% of the fund-43%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- DBX ETF TRBHYB
- Share
- 47.1%
- Value
- $2.6bn
- Shares
- 48,109,589
+37%
- Ishares TRIWV
- Share
- 12.5%
- Value
- $694m
- Shares
- 1,627,426
+93%
- Spdr Series TrustJNK
- Share
- 9.9%
- Value
- $548m
- Shares
- 5,682,623
+59%
- Spdr Series TrustSPIB
- Share
- 8.8%
- Value
- $490m
- Shares
- 14,630,218
+44%
- Vanguard Scottsdale FDSVCIT
- Share
- 7.5%
- Value
- $414m
- Shares
- 5,008,438
+82%
- Ishares TRIGF
- Share
- 3.1%
- Value
- $169m
- Shares
- 2,538,162
+85%
- Vanguard Index FDSVOO
- Share
- 2.7%
- Value
- $150m
- Shares
- 217,810
+5%
- Select Sector Spdr TRXLRE
- Share
- 2.0%
- Value
- $112m
- Shares
- 2,549,761
+87%
- Ishares TRIWP
- Share
- 1.9%
- Value
- $106m
- Shares
- 723,817
+17%
- Vaneck ETF TrustHYD
- Share
- 1.5%
- Value
- $84m
- Shares
- 1,626,304
-58%
- Ishares TRLQD
- Share
- 0.3%
- Value
- $17m
- Shares
- 155,400
-43%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| DBX ETF TRBHYB | 47.1% | $2.6bn | 48,109,589 | +37% |
| Ishares TRIWV | 12.5% | $694m | 1,627,426 | +93% |
| Spdr Series TrustJNK | 9.9% | $548m | 5,682,623 | +59% |
| Spdr Series TrustSPIB | 8.8% | $490m | 14,630,218 | +44% |
| Vanguard Scottsdale FDSVCIT | 7.5% | $414m | 5,008,438 | +82% |
| Ishares TRIGF | 3.1% | $169m | 2,538,162 | +85% |
| Vanguard Index FDSVOO | 2.7% | $150m | 217,810 | +5% |
| Bowhead Specialty HoldingsBOW | 2.5% | $141m | 4,700,761 | Held |
| Select Sector Spdr TRXLRE | 2.0% | $112m | 2,549,761 | +87% |
| Ishares TRIWP | 1.9% | $106m | 723,817 | +17% |
| Vaneck ETF TrustHYD | 1.5% | $84m | 1,626,304 | -58% |
| Ishares TRLQD | 0.3% | $17m | 155,400 | -43% |
| TidewaterTDW | 0.1% | $8m | 119,817 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 202.7% since 30 June 2025.
Where the money is
Financial services2.5%
Industrials0.1%
Other97.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.