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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, BRK.B, IWB, VIGI, VIG, and represent 31.63% of American Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$12M), JPIE (+$11M), SCHD (+$8.5M), VCIT, VIGI, XLV, JPST, SPLG, VCSH, SPSM.
Started 6 new stock positions in NBIS, YALL, MOAT, IBIT, IWV, QCOM.
Reduced shares in these 10 stocks: CGCB, DNP, VIG, SCZ, CIBR, VO, RSP, FIXD, XBI, IWB.
Sold out of its positions in RSP, XMMO, IJS, IEMG, XT, XLE, SBUX, VGIT, WY.
American Financial Advisors was a net buyer of stock by $23M.
American Financial Advisors has $776M in assets under management (AUM), dropping by 8.42%.
Central Index Key (CIK): 0001767898

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Portfolio Holdings for American Financial Advisors

American Financial Advisors holds 158 positions in its portfolio as reported in the September 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	+18%	134k	600.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	5.4	$42M		83k	502.74	View chart
Ishares Tr Rus 1000 Etf (IWB)	5.4	$42M	-2%	115k	365.48	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	5.4	$42M	+10%	465k	89.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.1	$40M	-7%	184k	215.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.9	$38M	+28%	1.4M	27.30	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	4.9	$38M	-2%	128k	297.62	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	4.6	$35M	+2%	378k	93.64	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.4	$34M	+15%	404k	84.11	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.3	$33M	+4%	415k	79.93	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.2	$25M	-4%	85k	293.74	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	3.0	$24M	+5%	267k	88.65	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	3.0	$23M	+13%	165k	139.17	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	2.4	$19M	-18%	714k	26.58	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.2	$17M		337k	49.79	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	2.1	$16M	-7%	211k	76.01	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.0	$16M	+7%	524k	29.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.8	$14M	-5%	216k	65.26	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.5	$12M	+1427%	257k	46.41	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.4	$11M	-8%	254k	42.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$10M		372k	27.90	View chart
Eli Lilly & Co. (LLY)	1.3	$10M	-2%	13k	762.99	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.1	$8.6M	+35%	170k	50.73	View chart
Apple (AAPL)	1.0	$8.0M	-2%	32k	254.63	View chart
Delta Air Lines Inc Del Com New (DAL)	1.0	$7.7M		135k	56.75	View chart
Amazon (AMZN)	0.8	$5.8M	-4%	27k	219.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$5.5M	-3%	17k	328.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$4.1M	-9%	6.2k	669.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$4.0M	-3%	16k	243.10	View chart
NVIDIA Corporation (NVDA)	0.5	$4.0M	-3%	21k	186.58	View chart
Spdr Series Trust S&p Biotech (XBI)	0.5	$3.6M	-22%	36k	100.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$3.2M	-5%	60k	54.18	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$3.2M	-40%	42k	76.72	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$3.2M	-6%	34k	93.37	View chart
Spdr Series Trust Aerospace Def (XAR)	0.4	$2.9M	-11%	13k	234.96	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.4	$2.8M	+236%	36k	78.34	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$2.8M	-14%	119k	23.28	View chart
Home Depot (HD)	0.3	$2.5M		6.2k	405.19	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.3	$2.4M	-30%	54k	44.42	View chart
Microsoft Corporation (MSFT)	0.3	$2.2M		4.2k	517.93	View chart
Meta Platforms Cl A (META)	0.3	$2.1M		2.8k	734.29	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$2.0M		52k	38.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.9M	-4%	74k	26.34	View chart
Welltower Inc Com reit (WELL)	0.2	$1.9M	-17%	11k	178.14	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$1.9M	+7%	28k	67.26	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.2	$1.9M		91k	20.41	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.2	$1.8M	+383%	40k	46.32	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.8M	-2%	2.7k	666.07	View chart
DNP Select Income Fund (DNP)	0.2	$1.8M	-67%	180k	10.01	View chart
Spdr Series Trust Dj Reit Etf (RWR)	0.2	$1.8M	-8%	18k	100.29	View chart
Tesla Motors (TSLA)	0.2	$1.7M	-3%	3.9k	444.72	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$1.6M		37k	44.58	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.6M	-10%	9.2k	176.81	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.6M		6.6k	247.11	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.4M	-12%	7.0k	203.58	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$1.4M	+380%	22k	62.91	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$1.4M	+4%	50k	27.29	View chart
Ge Aerospace Com New (GE)	0.2	$1.3M	-4%	4.3k	300.80	View chart
Southern Copper Corporation (SCCO)	0.2	$1.3M		10k	121.36	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.2M	-17%	13k	95.19	View chart
Capital Group International SHS (CGIE)	0.2	$1.2M		36k	33.72	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$1.2M	-2%	31k	37.70	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.1M	-32%	43k	26.95	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.1M	-7%	21k	53.87	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.0M	+16%	11k	91.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.0M	+2%	5.0k	208.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.0M	-4%	8.5k	120.72	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$984k		3.0k	326.39	View chart
Coca-Cola Company (KO)	0.1	$936k		14k	66.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$915k		3.8k	241.98	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$906k	-2%	13k	67.83	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$862k	-21%	7.8k	111.22	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$842k	-43%	18k	45.84	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$812k	+223%	24k	34.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$747k		3.1k	243.58	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$745k	+2%	2.6k	281.82	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$733k	-16%	8.5k	86.30	View chart
Oracle Corporation (ORCL)	0.1	$699k	+11%	2.5k	281.20	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.1	$674k		6.0k	111.50	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$640k	-5%	13k	49.46	View chart
Royal Caribbean Cruises (RCL)	0.1	$631k	+8%	2.0k	323.53	View chart
Ge Vernova (GEV)	0.1	$619k	-4%	1.0k	614.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$611k		4.3k	140.96	View chart
Johnson & Johnson (JNJ)	0.1	$581k		3.1k	185.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$580k	+10%	18k	31.91	View chart
JPMorgan Chase & Co. (JPM)	0.1	$573k		1.8k	315.40	View chart
Walt Disney Company (DIS)	0.1	$566k		4.9k	114.50	View chart
Nebius Group Shs Class A (NBIS)	0.1	$565k	NEW	5.0k	112.26	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$554k	-17%	10k	53.03	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$541k		12k	44.69	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$540k	-5%	3.5k	154.23	View chart
Uber Technologies (UBER)	0.1	$534k		5.4k	97.97	View chart
Cormedix Inc cormedix (CRMD)	0.1	$524k	+35%	45k	11.63	View chart
Ishares Tr Residential Mult (REZ)	0.1	$521k	-8%	6.1k	84.97	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$480k	-14%	5.0k	96.46	View chart
Broadcom (AVGO)	0.1	$479k		1.5k	329.93	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$478k	-3%	975.00	490.38	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$478k	-5%	8.4k	57.10	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$460k	-3%	20k	22.72	View chart
Cisco Systems (CSCO)	0.1	$459k		6.7k	68.42	View chart
Palantir Technologies Cl A (PLTR)	0.1	$449k	-9%	2.5k	182.42	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$443k	-24%	7.5k	58.72	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$440k		2.5k	178.71	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$436k	-13%	4.1k	106.49	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$412k	+4%	5.6k	73.46	View chart
Boeing Company (BA)	0.1	$404k	-4%	1.9k	215.78	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.1	$389k	-11%	8.4k	46.31	View chart
Southern Company (SO)	0.0	$385k		4.1k	94.77	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$383k	-50%	4.7k	81.19	View chart
Abbvie (ABBV)	0.0	$379k		1.6k	231.54	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.0	$379k	-2%	8.9k	42.77	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$377k		12k	31.38	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$359k	-6%	12k	28.91	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$350k	-5%	2.0k	179.30	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$348k		14k	25.71	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$347k	-20%	5.8k	59.91	View chart
Fastenal Company (FAST)	0.0	$336k		6.9k	49.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.0	$334k		8.8k	38.05	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$324k		11k	29.64	View chart
MGM Resorts International. (MGM)	0.0	$320k	-2%	9.2k	34.66	View chart
Verizon Communications (VZ)	0.0	$319k		7.3k	43.95	View chart
AFLAC Incorporated (AFL)	0.0	$314k		2.8k	111.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$313k	-7%	6.3k	50.07	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$307k		3.5k	87.21	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$306k		638.00	479.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$305k		498.00	612.16	View chart
Marvell Technology (MRVL)	0.0	$304k		3.6k	84.07	View chart
Exxon Mobil Corporation (XOM)	0.0	$293k	-5%	2.6k	112.76	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$291k		7.7k	38.02	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$285k		4.2k	68.45	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$285k	NEW	4.4k	65.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$282k	+4%	378.00	746.31	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$280k	+4%	3.4k	82.58	View chart
Advanced Micro Devices (AMD)	0.0	$278k		1.7k	161.79	View chart
Goldman Sachs (GS)	0.0	$265k	+2%	333.00	796.40	View chart
Procter & Gamble Company (PG)	0.0	$265k		1.7k	153.67	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$262k		1.8k	142.13	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$250k		751.00	333.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$246k	-23%	2.5k	100.26	View chart
Pepsi (PEP)	0.0	$243k		1.7k	140.41	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$243k		3.3k	72.45	View chart
UnitedHealth (UNH)	0.0	$236k		682.00	345.30	View chart
American Express Company (AXP)	0.0	$234k		703.00	332.30	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$233k	NEW	2.4k	99.12	View chart
Raytheon Technologies Corp (RTX)	0.0	$231k		1.4k	167.38	View chart
Amgen (AMGN)	0.0	$229k		810.00	282.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$221k		472.00	468.87	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.0	$221k	-4%	5.0k	44.18	View chart
Ferrari Nv Ord (RACE)	0.0	$221k		455.00	485.22	View chart
Spdr Series Trust S&p Homebuild (XHB)	0.0	$217k	-23%	2.0k	110.78	View chart
Tidal Trust I God Bless Amer (YALL)	0.0	$216k	NEW	4.8k	44.98	View chart
Mastercard Incorporated Cl A (MA)	0.0	$214k	+2%	376.00	568.19	View chart
Automatic Data Processing (ADP)	0.0	$209k		711.00	293.56	View chart
Datadog Cl A Com (DDOG)	0.0	$207k	-3%	1.5k	142.40	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$206k	NEW	543.00	379.16	View chart
Qualcomm (QCOM)	0.0	$204k	NEW	1.2k	166.31	View chart
Credit Suisse AM Inc Fund (CIK)	0.0	$34k		11k	2.93	View chart
Wheels Up Experience Com Cl A (UP)	0.0	$18k		10k	1.84	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 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
American Financial Advisors 2021 Q4 filed Feb. 2, 2022

View all past filings

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