Q1 2026 13F · SEC CIK 2029723
American Family Investments, Inc.
Family officeFiled 2026-05-14 for Q1 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $3.8B
- Reported positions
- 13
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1.4 yrs
American Family Investments, Inc. is a family office that reported 13 positions worth $3.8B in its Q1 2026 13F, filed 2026-05-14. Its largest holdings were Xtrackers USD High Yield BB-B ex Financi (BHYB, 49.7%), Spdr Series Trust (SPIB, 9.0%), State Street Spdr Bloomberg High Yield B (JNK, 9.0%).
American Family Investments, Inc. holdings all 13 positions.
Weights are shares of the filer's total reported 13F value, compared with Q4 2025. 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.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| BHYBXtrackers USD High Yield BB-B ex Financi | 49.7% | +22.3% | $1.9B |
| SPIBSpdr Series Trust | 9.0% | +17.1% | $341.4M |
| JNKState Street Spdr Bloomberg High Yield B | 9.0% | +70.7% | $341.2M |
| IWVIshares Russell 3000 Index | 8.2% | +210.4% | $312.8M |
| VCITVanguard Scottsdale Fds | 6.0% | +125.0% | $228.1M |
| HYDVaneck ETF Trust | 5.1% | +33.5% | $194.6M |
| VOOVanguard S&p 500 ETF | 3.3% | +10.2% | $123.6M |
| BOWBowhead Specialty Hldgs Inc | 2.8% | +0.0% | $105.4M |
| IGFIshares Global Infrastructure | 2.4% | — | $91.8M |
| IWPIshares Russell Mid-Cap Growth ETF | 2.1% | +10.5% | $79.5M |
| XLRESelect Sector Spdr Tr | 1.5% | — | $55.8M |
| LQDIshares Tr | 0.8% | +0.0% | $29.8M |
| TDWTidewater Inc | 0.3% | +0.0% | $10.0M |
What American Family Investments, Inc. bought and sold in Q1 2026, against Q4 2025.
New positions
- IGF Ishares Global Infrastructure2.4% of 13F
- XLRE Select Sector Spdr Tr1.5% of 13F
Added to
- IWV Ishares Russell 3000 Index+210.4% shares
- VCIT Vanguard Scottsdale Fds+125.0% shares
- JNK State Street Spdr Bloomberg High Yield B+70.7% shares
- HYD Vaneck ETF Trust+33.5% shares
- BHYB Xtrackers USD High Yield BB-B ex Financi+22.3% shares
- SPIB Spdr Series Trust+17.1% shares
- IWP Ishares Russell Mid-Cap Growth ETF+10.5% shares
- VOO Vanguard S&p 500 ETF+10.2% shares
Reduced
No position shrank by more than 5%.
Sold out
Nothing sold out.
Share counts compared with the Q4 2025 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +0.1% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
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.
| Quarter | 13F value | Positions |
|---|---|---|
| Q1 2026 | $3.8B | 13 |
| Q4 2025 | $2.8B | 11 |
| Q3 2025 | $1.9B | 9 |
| Q2 2025 | $1.8B | 14 |
| Q1 2025 | $1.4B | 11 |
| Q4 2024 | $2.1B | 11 |
| Q3 2024 | $1.4B | 10 |
| Q2 2024 | $1.4B | 10 |
Questions about American Family Investments, Inc.'s portfolio
What stocks does American Family Investments, Inc. own?
American Family Investments, Inc.'s latest 13F, for Q1 2026 and filed May 14, 2026, lists 13 positions worth $3.8B. The largest are Xtrackers USD High Yield BB-B ex Financi (BHYB) at 49.7%, Spdr Series Trust (SPIB) at 9.0%, State Street Spdr Bloomberg High Yield B (JNK) at 9.0%, Ishares Russell 3000 Index (IWV) at 8.2% and Vanguard Scottsdale Fds (VCIT) at 6.0%.
What did American Family Investments, Inc. buy last quarter?
In Q1 2026, American Family Investments, Inc. added a new position in Ishares Global Infrastructure (IGF), a new position in Select Sector Spdr Tr (XLRE), Ishares Russell 3000 Index (IWV) (+210.4% shares), Vanguard Scottsdale Fds (VCIT) (+125.0% shares) and State Street Spdr Bloomberg High Yield B (JNK) (+70.7% shares), compared with its Q4 2025 filing.
What did American Family Investments, Inc. sell last quarter?
American Family Investments, Inc. sold out of nothing and cut no large position by more than 5% in Q1 2026.
When is American Family Investments, Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. American Family Investments, Inc.'s filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.