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American Financial Advisors

Latest statistics and disclosures from American Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, VIGI, IWB, BRK.B, VIG, and represent 31.25% of American Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VCIT, JPST, VCSH, SCHA, SCHD, LMBS, XLK, MU, AMAT, WMT.
Started 7 new stock positions in JPC, MU, XT, MRK, WMT, AMAT, SHOP.
Reduced shares in these 10 stocks: QQQ, VBK, BRK.B, VIG, IWB, SLYV, FTCS, XBI, CIBR, VIGI.
Sold out of its positions in ADP, DDOG, FTSM, UP, RACE.
American Financial Advisors was a net seller of stock by $-17M.
American Financial Advisors has $775M in assets under management (AUM), dropping by -0.20%.
Central Index Key (CIK): 0001767898

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Portfolio Holdings for American Financial Advisors

American Financial Advisors holds 160 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.3	$80M	-3%	130k	614.31	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	5.4	$42M		456k	91.45	View chart
Ishares Tr Rus 1000 Etf (IWB)	5.3	$41M	-3%	111k	373.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	5.2	$40M	-3%	80k	502.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.0	$39M	-3%	178k	219.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.0	$39M		1.4M	27.43	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	4.7	$37M	-5%	121k	302.11	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.5	$35M	+3%	416k	83.75	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	4.4	$34M	-2%	369k	92.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.4	$34M		423k	79.73	View chart
Select Sector Spdr Tr State Street Hea (XLV)	3.3	$25M		164k	154.80	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.1	$24M	-2%	83k	290.22	View chart
Spdr Series Trust State Street Spd (SLYV)	3.0	$23M	-4%	256k	90.97	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	2.4	$19M		711k	26.52	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.2	$17M	+2%	345k	49.99	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.9	$15M	-4%	498k	29.36	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.8	$14M	-5%	200k	71.45	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.8	$14M	-3%	208k	66.00	View chart
Eli Lilly & Co. (LLY)	1.8	$14M	-2%	13k	1074.69	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.6	$12M		260k	46.29	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.4	$11M	+5%	393k	28.48	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	1.3	$9.8M	-4%	243k	40.35	View chart
Delta Air Lines Inc Del Com New (DAL)	1.2	$9.6M	+2%	138k	69.40	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$9.6M	+11%	189k	50.59	View chart
Apple (AAPL)	1.1	$8.4M		31k	271.86	View chart
Amazon (AMZN)	0.8	$6.2M		27k	230.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$5.6M		17k	335.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$5.1M		16k	312.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$4.3M		6.3k	684.96	View chart
NVIDIA Corporation (NVDA)	0.5	$4.0M		21k	186.50	View chart
Spdr Series Trust State Street Spd (XBI)	0.5	$3.5M	-19%	29k	121.93	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$3.1M	-5%	33k	96.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$3.0M	-6%	56k	53.76	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$2.8M		35k	80.22	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$2.6M	-19%	34k	77.53	View chart
Spdr Series Trust State Street Spd (XAR)	0.3	$2.6M	-13%	11k	241.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$2.5M	-11%	105k	24.04	View chart
Home Depot (HD)	0.3	$2.1M		6.2k	344.09	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$2.1M	+6%	78k	26.91	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$2.1M		52k	39.59	View chart
Microsoft Corporation (MSFT)	0.3	$2.0M		4.2k	483.65	View chart
Welltower Inc Com reit (WELL)	0.3	$1.9M	-3%	10k	185.61	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$1.9M	-3%	27k	69.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.9M		2.8k	682.04	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$1.9M		40k	46.86	View chart
Meta Platforms Cl A (META)	0.2	$1.9M		2.8k	660.17	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$1.8M	-26%	40k	44.32	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.7M	+3%	6.8k	252.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$1.7M		37k	45.51	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.2	$1.6M	-10%	81k	20.12	View chart
Tesla Motors (TSLA)	0.2	$1.5M	-12%	3.4k	449.72	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.5M	-9%	8.4k	181.22	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$1.5M	+10%	55k	27.38	View chart
Spdr Series Trust State Street Spd (RWR)	0.2	$1.5M	-13%	15k	98.23	View chart
Southern Copper Corporation (SCCO)	0.2	$1.5M		10k	143.47	View chart
DNP Select Income Fund (DNP)	0.2	$1.5M	-18%	147k	9.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.4M	-3%	6.8k	210.35	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$1.4M		22k	63.18	View chart
Ge Aerospace Com New (GE)	0.2	$1.3M		4.3k	308.01	View chart
Capital Group International SHS (CGIE)	0.2	$1.2M		36k	34.82	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$1.2M		31k	38.22	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.2M		21k	54.77	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.1M		3.0k	360.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M		5.0k	211.77	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.0M	-2%	8.3k	123.27	View chart
Coca-Cola Company (KO)	0.1	$990k		14k	69.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$972k	-3%	11k	88.49	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$957k		3.0k	313.82	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$928k	-2%	13k	71.41	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$912k	-25%	9.5k	96.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$887k	-4%	3.6k	246.17	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$858k	-23%	32k	26.49	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$819k		24k	34.65	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$737k	+93%	5.1k	143.97	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.1	$690k		6.0k	115.77	View chart
Ge Vernova (GEV)	0.1	$658k		1.0k	653.61	View chart
Johnson & Johnson (JNJ)	0.1	$636k		3.1k	206.97	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$626k		4.4k	143.53	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$614k	-27%	5.6k	109.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$607k	+2%	19k	32.62	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$601k	-28%	13k	45.88	View chart
JPMorgan Chase & Co. (JPM)	0.1	$589k		1.8k	322.30	View chart
Cormedix Inc cormedix (CRMD)	0.1	$582k	+11%	50k	11.63	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$565k		12k	46.59	View chart
Walt Disney Company (DIS)	0.1	$561k		4.9k	113.77	View chart
Royal Caribbean Cruises (RCL)	0.1	$545k		2.0k	278.93	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$528k	-19%	6.9k	76.92	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$523k	-5%	9.9k	52.88	View chart
Cisco Systems (CSCO)	0.1	$518k		6.7k	77.03	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$516k	-5%	3.3k	155.12	View chart
Ishares Tr Residential Mult (REZ)	0.1	$510k		6.2k	82.65	View chart
Broadcom (AVGO)	0.1	$503k		1.5k	346.17	View chart
Oracle Corporation (ORCL)	0.1	$479k		2.5k	194.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$476k		8.3k	57.24	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$464k		21k	22.64	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$457k		975.00	468.76	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$452k	-8%	6.9k	65.10	View chart
Palantir Technologies Cl A (PLTR)	0.1	$437k		2.5k	177.75	View chart
Uber Technologies (UBER)	0.1	$437k		5.3k	81.71	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$435k	+2%	5.8k	75.44	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$432k		4.0k	107.12	View chart
Nebius Group Shs Class A (NBIS)	0.1	$411k	-2%	4.9k	83.70	View chart
Boeing Company (BA)	0.1	$409k		1.9k	217.07	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$403k		2.0k	206.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$402k	-35%	8.3k	48.32	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$396k		12k	32.73	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$379k		12k	30.54	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$378k	-20%	3.9k	96.17	View chart
Abbvie (ABBV)	0.0	$377k		1.6k	228.53	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$357k		14k	26.23	View chart
Southern Company (SO)	0.0	$356k		4.1k	87.19	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.0	$356k	-8%	7.7k	46.37	View chart
MGM Resorts International. (MGM)	0.0	$337k		9.2k	36.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.0	$336k	-3%	8.5k	39.72	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$333k		11k	30.07	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$331k	-12%	4.1k	80.63	View chart
AFLAC Incorporated (AFL)	0.0	$310k		2.8k	110.28	View chart
Marvell Technology (MRVL)	0.0	$308k		3.6k	84.99	View chart
Exxon Mobil Corporation (XOM)	0.0	$306k		2.5k	120.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$303k	-2%	484.00	626.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$302k	-4%	6.0k	50.29	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$301k	+100%	7.1k	42.69	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$294k		7.7k	38.32	View chart
Goldman Sachs (GS)	0.0	$293k		334.00	878.29	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.0	$293k	-23%	6.8k	43.03	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$293k	+2%	388.00	753.99	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$292k		3.4k	84.64	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$291k		4.2k	69.67	View chart
Verizon Communications (VZ)	0.0	$283k	-4%	6.9k	40.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$278k	-10%	570.00	488.02	View chart
Fastenal Company (FAST)	0.0	$275k		6.9k	40.13	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$273k	-24%	1.9k	146.56	View chart
Amgen (AMGN)	0.0	$267k		815.00	327.20	View chart
Micron Technology (MU)	0.0	$264k	NEW	925.00	285.38	View chart
Advanced Micro Devices (AMD)	0.0	$261k	-29%	1.2k	214.16	View chart
American Express Company (AXP)	0.0	$261k		705.00	369.76	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$260k		1.8k	141.16	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$258k		753.00	343.13	View chart
Raytheon Technologies Corp (RTX)	0.0	$254k		1.4k	183.37	View chart
UnitedHealth (UNH)	0.0	$253k	+12%	766.00	330.11	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$252k	+3%	2.4k	103.54	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$249k		3.4k	74.16	View chart
Procter & Gamble Company (PG)	0.0	$248k		1.7k	143.34	View chart
Pepsi (PEP)	0.0	$238k	-3%	1.7k	143.49	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$230k	+5%	4.6k	49.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$228k	-6%	2.3k	99.87	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$222k		468.00	473.68	View chart
Applied Materials (AMAT)	0.0	$218k	NEW	846.00	257.07	View chart
Mastercard Incorporated Cl A (MA)	0.0	$215k		376.00	570.48	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$211k		544.00	387.00	View chart
Wal-Mart Stores (WMT)	0.0	$210k	NEW	1.9k	111.42	View chart
Qualcomm (QCOM)	0.0	$210k		1.2k	171.00	View chart
Tidal Trust I God Bless Amer (YALL)	0.0	$208k		4.8k	43.24	View chart
Ishares Tr Future Exponenti (XT)	0.0	$207k	NEW	3.0k	69.73	View chart
Merck & Co (MRK)	0.0	$206k	NEW	2.0k	105.26	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$206k	NEW	1.3k	160.97	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.0	$203k	-3%	4.8k	42.09	View chart
Spdr Series Trust State Street Spd (XHB)	0.0	$202k		2.0k	102.94	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$97k	NEW	12k	8.11	View chart
Credit Suisse AM Inc Fund (CIK)	0.0	$32k		11k	2.83	View chart

Past Filings by American Financial Advisors

SEC 13F filings are viewable for American Financial Advisors going back to 2018

American Financial Advisors 2025 Q4 filed Feb. 3, 2026
American Financial Advisors 2025 Q3 filed Oct. 27, 2025
American Financial Advisors 2025 Q2 filed July 10, 2025
American Financial Advisors 2025 Q1 filed May 1, 2025
American Financial Advisors 2024 Q4 filed Jan. 30, 2025
American Financial Advisors 2024 Q3 filed Oct. 25, 2024
American Financial Advisors 2024 Q2 filed July 24, 2024
American Financial Advisors 2024 Q1 filed April 22, 2024
American Financial Advisors 2023 Q4 filed Jan. 31, 2024
American Financial Advisors 2023 Q3 filed Nov. 14, 2023
American Financial Advisors 2023 Q2 filed July 13, 2023
American Financial Advisors 2023 Q1 filed April 18, 2023
American Financial Advisors 2022 Q4 filed Jan. 26, 2023
American Financial Advisors 2022 Q3 filed Oct. 17, 2022
American Financial Advisors 2022 Q2 filed Aug. 1, 2022
American Financial Advisors 2022 Q1 filed April 27, 2022

View all past filings

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