Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Asset Management Group, Inc.

•CIK: 1511550•Filing: Q4 2025

**Asset Management Group, Inc.** manages $618M across a diversified portfolio of 137 positions. The fund exhibits a notable tilt toward broad market exposure, with top holdings including VBR at $31.8M and AAPL at $26.0M. Significant allocations are also directed toward sector and index plays, evidenced by substantial positions in NDQ ($24.8M), IWS ($21.5M), and IVV ($21.1M). This concentration suggests a strategic focus on established market leaders and core index components.

Total AUM

$618.3M

QoQ Performance

+1.1%

Positions

72

Top 10 Concentration

34.5%

Latest Filing

Q4 2025

Top Holdings Allocation

VBR

VBR5.1%

AAPL4.2%

NDQ4.0%

IWS3.5%

IVV3.4%

IJH3.1%

VBK2.9%

VIG2.8%

📈 Biggest Buys

PROSHARES TR

+94.1%

2.7% of portfolio

SELECT SECTOR SPDR TR

+99.1%

0.5% of portfolio

ISHARES TR

+6.4%

3.1% of portfolio

VANGUARD INDEX FDS

+5.3%

2.4% of portfolio

VANGUARD MUN BD FDS

NEW

0.1% of portfolio

📉 Biggest Sells

VANGUARD BD INDEX FDS

-8.2%

1.6% of portfolio

BOSTON BEER INC

-72.0%

0.1% of portfolio

VANGUARD SCOTTSDALE FDS

-5.0%

2.5% of portfolio

DISNEY WALT CO

-9.7%

0.9% of portfolio

SCHWAB STRATEGIC TR

-3.6%

2.6% of portfolio

Sector Breakdown

Other80.4%

Technology7.1%

ETF4.0%

Consumer3.3%

Healthcare1.3%

Industrial1.1%

Financial1.0%

Communication0.9%

Changes from Q3 2025

NEW1 new position

↑76 increased

↓49 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VANGUARD INDEX FDS

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