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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, SCHD, VIGI, IWB, BRK.B, and represent 31.03% of American Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: JPST, VCSH, GLD, SLV, CGDV, CVX, SCHX, BND, XLE, VXUS.
Started 6 new stock positions in XLE, CGDV, GLD, CVX, SLV, BND.
Reduced shares in these 10 stocks: SCHD, QQQ, VBK, VIG, IWB, LQTI, FTCS, SLYV, XLV, BRK.B.
Sold out of its positions in IWF, XT, IBIT, MA, QCOM, XHB, SHOP.
American Financial Advisors was a net seller of stock by $-10M.
American Financial Advisors has $750M in assets under management (AUM), dropping by -3.25%.
Central Index Key (CIK): 0001767898

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Portfolio Holdings for American Financial Advisors

American Financial Advisors holds 159 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	9.9	$74M		128k	577.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.6	$42M	-2%	1.4M	30.68	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	5.3	$40M		453k	88.46	View chart
Ishares Tr Rus 1000 Etf (IWB)	5.2	$39M	-2%	108k	356.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	5.1	$38M		79k	479.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.0	$37M	-2%	173k	215.06	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	4.7	$36M	-2%	118k	302.25	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.6	$34M		416k	82.75	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.6	$34M	+2%	431k	79.27	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	4.5	$34M	-2%	361k	92.76	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.2	$24M		83k	287.18	View chart
Spdr Series Trust State Street Spd (SLYV)	3.2	$24M	-2%	250k	94.58	View chart
Select Sector Spdr Tr State Street Hea (XLV)	3.1	$24M	-2%	161k	146.61	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	2.4	$18M	-2%	692k	26.26	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.3	$17M		344k	49.81	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.9	$14M		494k	28.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.8	$14M		205k	67.53	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.7	$13M		200k	62.68	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.6	$12M		261k	46.07	View chart
Eli Lilly & Co. (LLY)	1.6	$12M		13k	919.80	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.5	$11M		390k	29.08	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.4	$11M	+12%	214k	50.61	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	1.3	$9.7M		239k	40.83	View chart
Delta Air Lines Com New (DAL)	1.2	$8.8M	-4%	132k	66.48	View chart
Apple (AAPL)	1.0	$7.5M	-4%	30k	253.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$5.4M		17k	320.80	View chart
Amazon (AMZN)	0.7	$5.2M	-6%	25k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$4.5M	-4%	16k	287.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$4.0M	-2%	6.1k	653.19	View chart
NVIDIA Corporation (NVDA)	0.5	$3.7M		21k	174.40	View chart
Spdr Series Trust State Street Spd (XBI)	0.5	$3.6M	-2%	28k	127.73	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$3.1M		32k	97.13	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$3.0M		56k	54.05	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$2.8M	+4%	37k	76.54	View chart
Spdr Series Trust State Street Spd (XAR)	0.4	$2.7M	-2%	11k	253.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$2.6M		105k	24.75	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$2.4M	-8%	31k	78.41	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$2.2M	+11%	88k	25.64	View chart
Home Depot (HD)	0.3	$2.2M	+7%	6.6k	328.90	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$2.0M		53k	38.86	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$2.0M	+2%	41k	48.32	View chart
Welltower Inc Com reit (WELL)	0.3	$1.9M	-5%	9.9k	197.71	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$1.9M		28k	68.28	View chart
Southern Copper Corporation (SCCO)	0.2	$1.8M		11k	172.06	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.8M		2.7k	650.31	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$1.7M	-2%	39k	43.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$1.6M		36k	45.26	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.6M		8.4k	189.59	View chart
Meta Platforms Cl A (META)	0.2	$1.6M	-3%	2.8k	572.16	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$1.6M	+4%	58k	27.15	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.6M	-3%	6.6k	237.61	View chart
Microsoft Corporation (MSFT)	0.2	$1.5M		4.2k	370.17	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.4M		6.8k	213.66	View chart
Spdr Series Trust State Street Spd (RWR)	0.2	$1.4M	-6%	14k	100.97	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$1.4M	+6%	24k	61.32	View chart
DNP Select Income Fund (DNP)	0.2	$1.4M	-6%	138k	10.30	View chart
Ge Aerospace Com New (GE)	0.2	$1.2M		4.3k	283.76	View chart
Tesla Motors (TSLA)	0.2	$1.1M	-9%	3.1k	371.75	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.1M		3.0k	383.34	View chart
Coca-Cola Company (KO)	0.1	$1.1M		14k	76.05	View chart
Capital Group International SHS (CGIE)	0.1	$1.0M	-15%	30k	33.82	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.0M	-2%	21k	49.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.0M	-6%	4.7k	217.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.0M	+3%	11k	88.70	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$963k	-11%	27k	35.59	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$919k		8.1k	113.11	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$915k	-5%	12k	74.35	View chart
Ge Vernova (GEV)	0.1	$878k		1.0k	872.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$875k		3.1k	286.86	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$875k		9.3k	93.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$873k	-2%	3.5k	248.01	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$855k		32k	26.61	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$840k	+6%	25k	33.37	View chart
Johnson & Johnson (JNJ)	0.1	$755k		3.1k	244.43	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.1	$738k	-53%	38k	19.58	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$667k		5.0k	132.91	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$620k	+39%	8.0k	77.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$618k	+14%	21k	29.13	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$591k	-4%	5.4k	110.36	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$589k		12k	48.46	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.1	$578k		6.0k	96.99	View chart
JPMorgan Chase & Co. (JPM)	0.1	$540k		1.8k	294.19	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$539k		3.3k	161.75	View chart
Cisco Systems (CSCO)	0.1	$524k		6.7k	77.59	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$516k	+9%	9.1k	56.68	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$515k	-12%	12k	44.80	View chart
Ishares Tr Residential Mult (REZ)	0.1	$511k		6.1k	83.21	View chart
Royal Caribbean Cruises (RCL)	0.1	$511k	-4%	1.9k	275.19	View chart
Nebius Group Shs Class A (NBIS)	0.1	$499k	-2%	4.8k	103.75	View chart
Walt Disney Company (DIS)	0.1	$478k		5.0k	96.38	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$478k	-8%	9.1k	52.56	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$463k		21k	22.34	View chart
Broadcom (AVGO)	0.1	$450k		1.5k	309.42	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$448k	-3%	6.6k	67.59	View chart
Cormedix Inc cormedix (CRMD)	0.1	$440k	+29%	65k	6.79	View chart
Exxon Mobil Corporation (XOM)	0.1	$434k		2.6k	169.64	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$429k		7.0k	61.64	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$425k		4.0k	106.14	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$411k		12k	33.97	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$404k	+3%	2.0k	200.84	View chart
Southern Company (SO)	0.1	$396k		4.1k	96.51	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$389k	-2%	8.1k	48.05	View chart
Uber Technologies (UBER)	0.1	$385k		5.3k	71.93	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$377k		4.0k	95.45	View chart
Boeing Company (BA)	0.1	$375k		1.9k	198.98	View chart
Palantir Technologies Cl A (PLTR)	0.0	$375k	+4%	2.6k	146.28	View chart
Marvell Technology (MRVL)	0.0	$359k		3.6k	99.05	View chart
Oracle Corporation (ORCL)	0.0	$355k		2.4k	147.12	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.0	$354k	-2%	7.5k	47.19	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$352k	+2%	11k	30.96	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$342k		14k	25.10	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$338k	-11%	866.00	390.41	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$335k	+12%	3.9k	86.64	View chart
Verizon Communications (VZ)	0.0	$333k	-4%	6.6k	50.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.0	$329k		8.5k	38.94	View chart
Abbvie (ABBV)	0.0	$323k	-9%	1.5k	217.56	View chart
MGM Resorts International. (MGM)	0.0	$323k	-5%	8.7k	37.01	View chart
Carnival Corp Common Stock (CCL)	0.0	$321k		12k	25.88	View chart
Fastenal Company (FAST)	0.0	$318k		6.9k	46.40	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$317k	-2%	6.9k	45.89	View chart
Micron Technology (MU)	0.0	$313k		925.00	337.83	View chart
AFLAC Incorporated (AFL)	0.0	$309k		2.8k	109.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$309k	-52%	2.1k	148.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$307k	NEW	714.00	430.29	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.0	$303k		7.7k	39.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$301k	+4%	504.00	597.35	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$300k		6.0k	49.89	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$297k		4.2k	71.13	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$294k	-9%	3.7k	79.56	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.0	$291k	-3%	6.6k	44.18	View chart
Applied Materials (AMAT)	0.0	$289k		846.00	341.90	View chart
Amgen (AMGN)	0.0	$288k		819.00	351.95	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$288k	NEW	4.2k	68.14	View chart
Goldman Sachs (GS)	0.0	$283k		335.00	845.01	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$271k		388.00	698.03	View chart
Raytheon Technologies Corp (RTX)	0.0	$268k		1.4k	192.88	View chart
Pepsi (PEP)	0.0	$262k		1.7k	155.26	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$260k	NEW	6.1k	42.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$259k	+3%	592.00	437.02	View chart
Chevron Corporation (CVX)	0.0	$255k	NEW	1.2k	206.85	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$251k	-10%	1.7k	151.44	View chart
Advanced Micro Devices (AMD)	0.0	$247k		1.2k	203.43	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$240k		756.00	317.87	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$238k		3.4k	70.91	View chart
Merck & Co (MRK)	0.0	$237k		2.0k	120.28	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$235k		2.4k	96.68	View chart
Wal-Mart Stores (WMT)	0.0	$235k		1.9k	124.28	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$234k		1.9k	125.44	View chart
Procter & Gamble Company (PG)	0.0	$223k	-10%	1.5k	144.48	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$220k	-2%	2.2k	99.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$218k	NEW	3.0k	73.63	View chart
American Express Company (AXP)	0.0	$214k		706.00	302.46	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.0	$213k	-3%	4.7k	45.55	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$210k	NEW	3.4k	61.27	View chart
UnitedHealth (UNH)	0.0	$207k		766.00	270.59	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$202k		545.00	370.59	View chart
Tidal Trust I God Bless Amer (YALL)	0.0	$202k		4.8k	41.86	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$91k		12k	7.54	View chart
Credit Suisse AM Inc Fund (CIK)	0.0	$29k		11k	2.56	View chart

Past Filings by American Financial Advisors

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

American Financial Advisors 2026 Q1 filed May 13, 2026
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

View all past filings

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