Q2 2026 13F · SEC CIK 1512073

Aft, Forsyth & Company, Inc.

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $207.9M
Reported positions: 108
Top holdings a year, 3 yrs: +31.0%
Assets under management: $258.6M

Aft, Forsyth & Company, Inc. is a wealth manager that reported 108 positions worth $207.9M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Nvidia Corporation Com (NVDA, 24.6%), Apple Inc (AAPL, 5.1%), Ishares Tr (IGM, 4.1%). A portfolio copying its top holdings returned 31.0% a year over the last 3 years, against 20.4% for the S&P 500.

Aft, Forsyth & Company, Inc. holdings largest 50 of 108 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Aft, Forsyth & Company, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	24.6%	22.6%	255,641	-7.2%	$51.2M
AAPLApple Inc	5.1%	4.7%	36,428	-7.1%	$10.5M
IGMIshares Tr	4.1%	2.9%	51,531	-1.9%	$8.4M
LLYLilly Eli & Co	3.8%	3.2%	6,535	-11.0%	$7.8M
AMZNAmazon Com Inc Com	3.2%	2.9%	27,535	-8.2%	$6.6M
MSFTMicrosoft Corp	3.1%	3.3%	17,414	-9.1%	$6.5M
GOOGLAlphabet Inc	2.9%	2.4%	16,950	-5.8%	$6.1M
VVisa Inc Com Cl A	2.7%	2.5%	16,290	-5.6%	$5.6M
ARMArm Hldgs PLC Equity A Funsponsored ADR	2.4%	1.1%	14,108	-8.5%	$5.0M
PANWPalo Alto Networks Inc	2.2%	1.1%	13,497	-5.8%	$4.6M
IJRIshares Core S&p Small Cap ETF	1.9%	1.7%	27,085	-4.3%	$4.0M
IWRIshares Russell Midcap ETF	1.8%	1.6%	33,074	-5.0%	$3.6M
JPMJpmorgan Chase & Co	1.7%	1.7%	10,868	-11.3%	$3.6M
ISRGIntuitive Surgical Inc	1.7%	2.0%	8,850	-5.8%	$3.5M
COSTCostco Whsl Corp New	1.5%	1.6%	3,288	-6.1%	$3.1M
METAMeta Platforms Inc Class A	1.2%	1.2%	4,539	-0.2%	$2.6M
IJHIshares Tr	1.0%	0.9%	26,554	-3.1%	$2.0M
IWFIshares Russell 1000 Growth ETF	1.0%	1.0%	16,021	+237.8%	$2.0M
GOOGAlphabet Inc	1.0%	0.8%	5,617	+0.0%	$2.0M
IYFIshares Tr	0.9%	0.9%	15,389	-5.8%	$2.0M
NOWServicenow Inc Com	0.9%	1.0%	19,585	-3.0%	$1.9M
HDHome Depot Inc Com	0.9%	0.9%	5,377	-9.5%	$1.9M
MELIMercadolibre Inc	0.9%	0.9%	1,043	-2.7%	$1.8M
JNJJohnson & Johnson	0.8%	0.9%	6,874	-11.9%	$1.7M
CRWDCrowdstrike Hldgs Inc Class A	0.8%	0.5%	2,286	-18.5%	$1.7M
GSGoldman Sachs Group Inc	0.8%	0.8%	1,680	-13.0%	$1.7M
HDVIshares Tr	0.8%	0.9%	61,677	+346.5%	$1.7M
ASMLAsml Hldg NV	0.8%	0.5%	838	+0.0%	$1.7M
JEPQJpmorgan Nasdaq Equity Premium Income Et	0.8%	0.6%	26,463	+10.1%	$1.6M
IJKIshares S&p Mid-Cap 400 Growth ETF	0.8%	1.0%	13,823	-34.7%	$1.6M
TERTeradyne Inc	0.8%	—	3,301	—	$1.6M
IJTIshares Tr	0.7%	0.8%	8,679	-26.4%	$1.6M
ABBVAbbvie Inc	0.7%	0.6%	6,023	-4.6%	$1.5M
LMTLockheed Martin Corp Com	0.7%	0.9%	2,913	-12.1%	$1.5M
CRMSalesforce Inc Com	0.7%	0.9%	9,274	-7.6%	$1.5M
CCitigroup Inc Com New	0.7%	0.6%	9,948	-16.7%	$1.4M
CSCOCisco Sys Inc	0.7%	0.5%	11,802	-16.5%	$1.4M
IWMIshares	0.6%	0.5%	4,259	+0.0%	$1.3M
IWOIshares Russell 2000 Growth ETF	0.6%	0.6%	3,153	-28.0%	$1.2M
AMGNAmgen Inc Com	0.6%	0.6%	3,300	-14.6%	$1.2M
IGVIshares Tr	0.6%	0.5%	13,090	-7.5%	$1.2M
JEPIJpmorgan Equity Premium Income ETF	0.5%	—	20,190	—	$1.1M
TSMTaiwan Semiconductor Manufac	0.5%	—	2,340	—	$1.1M
SOSouthern Co.	0.5%	0.5%	11,423	+0.0%	$1.1M
SPYSpdr S&p 500 ETF Tr	0.5%	—	1,458	—	$1.1M
TXNTexas Instruments Inc	0.5%	—	3,399	—	$1.0M
IYHIshares Tr	0.5%	—	15,024	—	$1.0M
ORCLOracle Corp	0.5%	0.5%	6,795	-12.8%	$996K
IJJiShares S&P Midcap 400 Value	0.5%	0.6%	6,500	-37.3%	$960K
AXPAmerican Express Co Com	0.4%	—	2,616	—	$885K

What Aft, Forsyth & Company, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.9% /yr; S&P 500 +20.1%
3 years: +31.0% /yr; S&P 500 +20.4%
5 years: +18.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$207.9M	108
Q1 2026	$212.4M	123
Q4 2025	$231.8M	128
Q3 2025	$208.8M	116
Q2 2025	$195.2M	113
Q1 2025	$185.6M	126
Q4 2024	$203.9M	126
Q3 2024	$202.8M	131
Q2 2024	$204.0M	136
Q1 2024	$175.5M	137
Q4 2023	$158.9M	135
Q3 2023	$136.4M	127

Questions about Aft, Forsyth & Company, Inc.'s portfolio

What stocks does Aft, Forsyth & Company, Inc. own?

Aft, Forsyth & Company, Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 108 positions worth $207.9M. The largest are Nvidia Corporation Com (NVDA) at 24.6%, Apple Inc (AAPL) at 5.1%, Ishares Tr (IGM) at 4.1%, Lilly Eli & Co (LLY) at 3.8% and Amazon Com Inc Com (AMZN) at 3.2%.

What did Aft, Forsyth & Company, Inc. buy last quarter?

In Q2 2026, Aft, Forsyth & Company, Inc. added Ishares Tr (HDV) (+346.5% shares), Ishares Russell 1000 Growth ETF (IWF) (+237.8% shares) and Jpmorgan Nasdaq Equity Premium Income Et (JEPQ) (+10.1% shares), compared with its Q1 2026 filing.

What did Aft, Forsyth & Company, Inc. sell last quarter?

In Q2 2026, Aft, Forsyth & Company, Inc. cut from its top 50 Mastercard Inc. (MA), cut from its top 50 Broadcom Inc (AVGO), cut from its top 50 Blackrock Inc (BLK), cut from its top 50 Arista Networks Inc (ANET), cut from its top 50 Caterpillar Inc Com (CAT), iShares S&P Midcap 400 Value (IJJ) (-37.3% shares), Ishares S&p Mid-Cap 400 Growth ETF (IJK) (-34.7% shares) and Ishares Russell 2000 Growth ETF (IWO) (-28.0% shares), compared with its Q1 2026 filing.

How has Aft, Forsyth & Company, Inc.'s portfolio performed?

A portfolio copying Aft, Forsyth & Company, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +31.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.9% against +20.1%. Over 5 years: +18.4% a year against +11.6%.

When is Aft, Forsyth & Company, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Aft, Forsyth & Company, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Aft, Forsyth & Company, Inc. manage?

Aft, Forsyth & Company, Inc. reported $258.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $207.9M.