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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, VBK, BRK.B, and represent 31.07% of American Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VO (+$21M), GRNJ (+$13M), GRNY (+$11M), VCIT, BRK.B, VCSH, VIGI, JPIE, FTCS, SPCX.
Started 17 new stock positions in XT, IWF, INTC, VRT, CCL, SPCX, IBIT, SOXX, CGXU, GRNY. IVES, QCOM, ASML, SCHE, MTZ, GRNJ, DDOG.
Reduced shares in these 10 stocks: SCHD (-$14M), SLYV (-$9.6M), QQQ (-$5.8M), ANGL (-$5.3M), VBK, IWB, IJH, VIG, SCHA, XBI.
Sold out of its positions in BABA, Carnival Corporation, FEMS, IWV, MRK, XLE, YALL.
American Financial Advisors was a net buyer of stock by $12M.
American Financial Advisors has $831M in assets under management (AUM), dropping by 10.88%.
Central Index Key (CIK): 0001767898

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Portfolio Holdings for American Financial Advisors

American Financial Advisors holds 169 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.6	$88M	-6%	120k	736.40	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	5.3	$44M	+3%	467k	93.38	View chart
Ishares Tr Rus 1000 Etf (IWB)	5.2	$43M	-2%	106k	409.50	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	5.0	$42M	-2%	114k	365.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.9	$41M	+3%	82k	500.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.8	$40M		170k	236.62	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.3	$36M	+5%	436k	82.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.3	$36M	+4%	450k	79.03	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	4.2	$35M	+3%	372k	93.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.6	$30M	-32%	930k	31.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.3	$28M	+311%	341k	80.57	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	3.1	$26M	+2%	164k	158.66	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	2.2	$18M		701k	26.18	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	2.1	$18M		198k	89.85	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	2.1	$18M	-35%	161k	109.11	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.0	$17M		342k	49.78	View chart
Eli Lilly & Co. (LLY)	1.8	$15M		13k	1199.40	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.8	$15M	-5%	194k	77.11	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.6	$14M	-3%	375k	36.13	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.6	$13M	+9%	287k	46.05	View chart
Tidal Trust Iii Fund Gra Mid Etf (GRNJ)	1.5	$13M	NEW	399k	31.44	View chart
Delta Air Lines Com New (DAL)	1.5	$12M	-2%	129k	93.66	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	1.3	$11M	NEW	385k	27.65	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	1.3	$11M		241k	44.03	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.3	$11M	-2%	208k	50.57	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.1	$9.2M	-36%	314k	29.24	View chart
Apple (AAPL)	1.0	$8.2M	-4%	28k	289.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$6.2M		17k	370.04	View chart
Amazon (AMZN)	0.7	$5.7M	-3%	24k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$5.5M		15k	357.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$4.4M	-2%	5.9k	748.88	View chart
NVIDIA Corporation (NVDA)	0.5	$4.0M	-6%	20k	200.09	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.5	$3.9M	-11%	25k	158.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$3.3M		55k	59.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$3.3M	-2%	31k	103.88	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$3.2M		37k	87.88	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.3	$2.8M	-5%	10k	283.79	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$2.8M	-3%	102k	27.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$2.5M	-3%	84k	29.43	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$2.4M		42k	57.67	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.3	$2.3M		53k	44.36	View chart
Home Depot (HD)	0.3	$2.3M		6.5k	352.67	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$2.2M		27k	81.06	View chart
Welltower Inc Com reit (WELL)	0.3	$2.2M	-2%	9.6k	226.98	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$2.1M	-17%	26k	82.27	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.0M	+2%	6.7k	302.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$2.0M	-13%	32k	64.50	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$2.0M		2.7k	746.85	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.9M		2.9k	655.90	View chart
Southern Copper Corporation (SCCO)	0.2	$1.9M		11k	174.26	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.7M	-7%	7.7k	221.20	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$1.7M		23k	72.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.6M		6.8k	242.44	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.2	$1.6M		58k	27.47	View chart
Spdr Series Trust St Str Dow Reit (RWR)	0.2	$1.6M	-4%	14k	112.97	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$1.5M	-9%	35k	43.61	View chart
Meta Platforms Cl A (META)	0.2	$1.5M		2.7k	563.24	View chart
Ge Aerospace Com New (GE)	0.2	$1.5M	-8%	3.9k	373.74	View chart
Microsoft Corporation (MSFT)	0.2	$1.5M	-5%	3.9k	373.07	View chart
Nebius Group Shs Class A (NBIS)	0.2	$1.4M	+6%	5.1k	276.17	View chart
DNP Select Income Fund (DNP)	0.2	$1.3M	-9%	125k	10.79	View chart
Tesla Motors (TSLA)	0.2	$1.3M	-3%	3.0k	420.60	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.2M	+5%	5.0k	242.97	View chart
Coca-Cola Company (KO)	0.1	$1.2M		14k	81.27	View chart
Capital Group International SHS (CGIE)	0.1	$1.1M		30k	36.78	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.1M		8.1k	137.54	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$1.1M		21k	53.61	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.1	$1.1M		27k	41.10	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.1M		11k	96.43	View chart
Ge Vernova (GEV)	0.1	$1.1M	-8%	920.00	1174.99	View chart
Marvell Technology (MRVL)	0.1	$1.1M		3.6k	297.92	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$1.1M	NEW	6.3k	170.86	View chart
Micron Technology (MU)	0.1	$1.1M		925.00	1154.36	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$1.1M		25k	42.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.0M	-2%	3.4k	300.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.0M	-4%	2.9k	353.37	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$953k		12k	76.55	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$947k		5.0k	190.53	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.1	$845k		6.0k	141.80	View chart
Cisco Systems (CSCO)	0.1	$795k		6.8k	117.46	View chart
Johnson & Johnson (JNJ)	0.1	$788k		3.1k	253.99	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$783k	-8%	30k	26.50	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$724k	-19%	7.5k	96.44	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$713k	+3%	8.3k	85.49	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$699k	-2%	21k	33.84	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.1	$686k	-5%	36k	19.31	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$665k		12k	55.01	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$661k		866.00	763.14	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$618k		3.3k	185.24	View chart
Exxon Mobil Corporation (XOM)	0.1	$615k	+75%	4.5k	136.72	View chart
Applied Materials (AMAT)	0.1	$612k		846.00	723.23	View chart
JPMorgan Chase & Co. (JPM)	0.1	$604k		1.8k	327.30	View chart
Ishares Tr Residential Mult (REZ)	0.1	$584k		6.2k	94.68	View chart
Royal Caribbean Cruises (RCL)	0.1	$580k		1.8k	317.61	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$572k	-2%	5.2k	109.43	View chart
Broadcom (AVGO)	0.1	$549k		1.5k	377.70	View chart
Advanced Micro Devices (AMD)	0.1	$544k	-23%	936.00	580.91	View chart
Cormedix Inc cormedix (CRMD)	0.1	$507k		65k	7.85	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$495k		2.0k	247.91	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$451k		12k	36.84	View chart
Walt Disney Company (DIS)	0.1	$450k	-5%	4.7k	96.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$449k	-12%	8.0k	56.48	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$435k	-8%	8.3k	52.41	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$435k	-15%	9.7k	44.75	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$433k	-7%	6.5k	67.01	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$421k	-2%	3.9k	107.63	View chart
MGM Resorts International. (MGM)	0.1	$417k		8.7k	47.81	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$410k	-2%	11k	36.87	View chart
Boeing Company (BA)	0.0	$397k	-2%	1.8k	216.42	View chart
Southern Company (SO)	0.0	$395k		4.1k	95.70	View chart
Intel Corporation (INTC)	0.0	$384k	NEW	2.7k	139.64	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$378k	-29%	4.7k	80.82	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$376k	-18%	17k	22.29	View chart
Abbvie (ABBV)	0.0	$376k		1.5k	251.72	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$375k		4.0k	94.58	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$373k	-5%	13k	28.96	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$371k		3.9k	95.43	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$368k	+693%	3.1k	119.50	View chart
Uber Technologies (UBER)	0.0	$359k	-6%	5.0k	72.16	View chart
Carnival Corp Common Shares (CCL)	0.0	$354k	NEW	12k	28.57	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$345k		4.2k	82.35	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$345k	NEW	538.00	640.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$342k	+570%	4.0k	86.15	View chart
Goldman Sachs (GS)	0.0	$339k		335.00	1012.31	View chart
Oracle Corporation (ORCL)	0.0	$339k	-4%	2.3k	146.53	View chart
AFLAC Incorporated (AFL)	0.0	$330k		2.8k	117.23	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.0	$330k		7.6k	43.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.0	$329k	-6%	7.9k	41.79	View chart
Fastenal Company (FAST)	0.0	$329k		6.9k	48.03	View chart
Datadog Cl A Com (DDOG)	0.0	$329k	NEW	1.3k	260.36	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$329k		2.1k	158.00	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$320k	-18%	6.6k	48.43	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.0	$319k	-9%	5.9k	53.78	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.0	$319k	-18%	6.1k	52.41	View chart
UnitedHealth (UNH)	0.0	$318k		766.00	415.63	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$306k	-2%	6.7k	45.34	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$305k		6.0k	50.58	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$300k	NEW	9.0k	33.29	View chart
Palantir Technologies Cl A (PLTR)	0.0	$299k		2.6k	116.67	View chart
Amgen (AMGN)	0.0	$298k		824.00	362.11	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.0	$298k		6.0k	49.28	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$298k		3.7k	79.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$288k	-16%	419.00	687.63	View chart
Verizon Communications (VZ)	0.0	$282k		6.7k	42.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$278k	+27%	3.8k	73.41	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$277k		757.00	365.89	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.0	$275k		3.4k	81.95	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.0	$264k	NEW	3.2k	82.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$262k		711.00	368.38	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$259k		1.7k	156.33	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$241k	NEW	718.00	335.01	View chart
American Express Company (AXP)	0.0	$239k		708.00	338.13	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$236k	-6%	2.3k	103.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$233k	NEW	1.9k	124.20	View chart
Wedbush Ser Tr Dan Ive Revo Etf (IVES)	0.0	$232k	NEW	6.1k	38.10	View chart
Pepsi (PEP)	0.0	$230k		1.7k	135.36	View chart
Qualcomm (QCOM)	0.0	$229k	NEW	1.2k	184.77	View chart
MasTec (MTZ)	0.0	$229k	NEW	550.00	416.06	View chart
Procter & Gamble Company (PG)	0.0	$227k		1.6k	146.61	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$226k		4.2k	53.47	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.0	$223k	NEW	6.5k	34.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$223k		2.3k	98.99	View chart
Wal-Mart Stores (WMT)	0.0	$215k		1.9k	113.23	View chart
Chevron Corporation (CVX)	0.0	$205k		1.2k	165.72	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$205k	NEW	103.00	1989.45	View chart
Raytheon Technologies Corp (RTX)	0.0	$204k	-22%	1.1k	189.70	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$203k	NEW	5.6k	36.26	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$95k		12k	7.88	View chart
Credit Suisse AM Inc Fund (CIK)	0.0	$28k		11k	2.48	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 Q2 filed July 14, 2026
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

View all past filings

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