American Wealth Advisors
Latest statistics and disclosures from American Wealth Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002095589
Tip: Access up to 7 years of quarterly data
Positions held by American Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for American Wealth Advisors
American Wealth Advisors holds 134 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 | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 26.1 | $27M | 39k | 685.11 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 15.4 | $16M | 127k | 123.26 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 11.7 | $12M | 56k | 211.96 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 6.1 | $6.2M | 75k | 82.82 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 3.8 | $3.9M | 38k | 102.12 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.7 | $3.7M | 11k | 335.28 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 3.5 | $3.5M | 82k | 42.87 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 2.3 | $2.3M | 9.4k | 246.16 |
|
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 2.1 | $2.1M | 42k | 50.70 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.9 | $2.0M | 4.1k | 480.52 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 1.9 | $1.9M | 14k | 141.14 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.8 | $1.8M | 14k | 136.94 |
|
|
| Ishares Tr North Amern Nat (IGE) | 1.6 | $1.6M | 32k | 50.20 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.6 | $1.6M | 24k | 66.00 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.0 | $1.1M | 10k | 106.70 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $926k | 9.6k | 96.27 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.7 | $749k | 6.2k | 121.60 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.7 | $693k | 2.1k | 322.96 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.6 | $648k | 6.9k | 93.88 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.6 | $616k | 3.4k | 181.18 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.6 | $600k | 4.6k | 131.59 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.6 | $588k | 12k | 50.86 |
|
|
| TJX Companies (TJX) | 0.5 | $553k | 3.6k | 153.61 |
|
|
| Exxon Mobil Corporation (XOM) | 0.5 | $533k | 4.4k | 120.33 |
|
|
| Apple (AAPL) | 0.5 | $500k | 1.8k | 271.89 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $491k | 7.1k | 69.42 |
|
|
| Cisco Systems (CSCO) | 0.5 | $487k | 6.3k | 77.03 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $485k | 5.1k | 96.02 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $480k | 6.0k | 80.63 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $468k | 762.00 | 614.14 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.4 | $434k | 3.1k | 141.04 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $422k | 840.00 | 502.65 |
|
|
| Ishares Tr Select Us Reit (ICF) | 0.4 | $418k | 7.0k | 59.67 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $381k | 3.9k | 96.88 |
|
|
| Amazon (AMZN) | 0.3 | $351k | 1.5k | 230.82 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $324k | 1.6k | 198.56 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $320k | 3.7k | 86.25 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $278k | 2.3k | 120.17 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $261k | 2.4k | 109.92 |
|
|
| Microsoft Corporation (MSFT) | 0.2 | $254k | 525.00 | 483.64 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $224k | 1.1k | 206.95 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $210k | 319.00 | 659.51 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $198k | 2.1k | 94.17 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $161k | 1.1k | 141.47 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $161k | 5.2k | 30.96 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $159k | 400.00 | 396.31 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $138k | 440.00 | 314.64 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $133k | 792.00 | 168.01 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $121k | 2.2k | 55.01 |
|
|
| Intel Corporation (INTC) | 0.1 | $119k | 3.2k | 36.90 |
|
|
| Bank Ozk (OZK) | 0.1 | $115k | 2.5k | 46.02 |
|
|
| Merck & Co (MRK) | 0.1 | $107k | 1.0k | 105.25 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $104k | 940.00 | 110.14 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $103k | 150.00 | 683.49 |
|
|
| Tesla Motors (TSLA) | 0.1 | $99k | 221.00 | 449.72 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $81k | 900.00 | 89.48 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $77k | 1.2k | 64.42 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $74k | 737.00 | 99.82 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $70k | 490.00 | 143.40 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $67k | 625.00 | 107.19 |
|
|
| Chevron Corporation (CVX) | 0.1 | $66k | 431.00 | 152.54 |
|
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $63k | 1.6k | 38.30 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $56k | 3.4k | 16.49 |
|
|
| Avery Dennison Corporation (AVY) | 0.1 | $55k | 301.00 | 181.67 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $50k | 80.00 | 627.92 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $49k | 168.00 | 290.51 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $49k | 473.00 | 102.59 |
|
|
| Kroger (KR) | 0.0 | $48k | 774.00 | 62.48 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $44k | 297.00 | 148.77 |
|
|
| International Business Machines (IBM) | 0.0 | $42k | 142.00 | 297.24 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $42k | 1.2k | 36.29 |
|
|
| Ishares Msci Pac Jp Etf (EPP) | 0.0 | $39k | 778.00 | 50.49 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $36k | 189.00 | 191.33 |
|
|
| Avis Budget (CAR) | 0.0 | $32k | 253.00 | 128.17 |
|
|
| Amgen (AMGN) | 0.0 | $28k | 85.00 | 327.31 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $26k | 410.00 | 62.54 |
|
|
| Stryker Corporation (SYK) | 0.0 | $21k | 60.00 | 350.57 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $21k | 369.00 | 56.68 |
|
|
| Danaher Corporation (DHR) | 0.0 | $21k | 90.00 | 228.41 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $19k | 70.00 | 277.61 |
|
|
| Home Depot (HD) | 0.0 | $19k | 56.00 | 345.05 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $19k | 133.00 | 141.11 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $19k | 100.00 | 186.59 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $18k | 503.00 | 36.23 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $14k | 45.00 | 315.33 |
|
|
| Simon Property (SPG) | 0.0 | $13k | 69.00 | 184.42 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $12k | 156.00 | 79.26 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $12k | 94.00 | 126.43 |
|
|
| At&t (T) | 0.0 | $12k | 476.00 | 24.84 |
|
|
| Xencor (XNCR) | 0.0 | $11k | 740.00 | 15.31 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $11k | 73.00 | 154.47 |
|
|
| Target Corporation (TGT) | 0.0 | $11k | 112.00 | 97.94 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $11k | 22.00 | 492.59 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $11k | 33.00 | 322.12 |
|
|
| Verizon Communications (VZ) | 0.0 | $10k | 256.00 | 40.76 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $10k | 184.00 | 54.85 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $8.4k | 189.00 | 44.60 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $8.2k | 115.00 | 71.63 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $7.3k | 244.00 | 29.89 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $7.1k | 35.00 | 204.23 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $6.9k | 60.00 | 114.25 |
|
|
| Nike CL B (NKE) | 0.0 | $6.5k | 102.00 | 63.99 |
|
|
| Biogen Idec (BIIB) | 0.0 | $5.1k | 29.00 | 176.00 |
|
|
| ResMed (RMD) | 0.0 | $5.0k | 21.00 | 237.00 |
|
|
| Fortive (FTV) | 0.0 | $4.7k | 86.00 | 55.19 |
|
|
| Organogenesis Hldgs (ORGO) | 0.0 | $4.7k | 900.00 | 5.18 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $4.6k | 32.00 | 144.97 |
|
|
| Macy's (M) | 0.0 | $4.1k | 185.00 | 22.07 |
|
|
| Tc Energy Corp (TRP) | 0.0 | $3.8k | 69.00 | 54.88 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $3.1k | 10.00 | 305.60 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $2.9k | 29.00 | 100.62 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $2.9k | 14.00 | 204.86 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $2.6k | 21.00 | 123.95 |
|
|
| Vontier Corporation (VNT) | 0.0 | $2.5k | 68.00 | 37.21 |
|
|
| Pfizer (PFE) | 0.0 | $2.4k | 98.00 | 24.89 |
|
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $2.2k | 100.00 | 22.32 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $2.2k | 75.00 | 28.83 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $2.1k | 31.00 | 66.84 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $2.0k | 10.00 | 200.10 |
|
|
| Dropbox Cl A (DBX) | 0.0 | $1.9k | 70.00 | 27.80 |
|
|
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $1.5k | 424.00 | 3.56 |
|
|
| Ralliant Corp (RAL) | 0.0 | $1.4k | 28.00 | 51.00 |
|
|
| Pepsi (PEP) | 0.0 | $1.3k | 9.00 | 143.33 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $701.000300 | 13.00 | 53.92 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $615.000000 | 6.00 | 102.50 |
|
|
| Vince Hldg Corp Com New (VNCE) | 0.0 | $551.002500 | 135.00 | 4.08 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $455.000000 | 5.00 | 91.00 |
|
|
| South Bow Corp (SOBO) | 0.0 | $381.999800 | 14.00 | 27.29 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $367.000000 | 8.00 | 45.88 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $345.000000 | 4.00 | 86.25 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $255.000000 | 50.00 | 5.10 |
|
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.0 | $217.000000 | 4.00 | 54.25 |
|
|
| Viatris (VTRS) | 0.0 | $138.000500 | 11.00 | 12.55 |
|
|
| Icahn Enterprises Depositary Unit (IEP) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by American Wealth Advisors
SEC 13F filings are viewable for American Wealth Advisors going back to 2025
- American Wealth Advisors 2025 Q4 filed Jan. 26, 2026