American Wealth Advisors
Latest statistics and disclosures from American Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IVW, IVE, SHY, VTI, and represent 64.08% of American Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: HDV, INTC, DVY, SHYG, VTI, IWR, SLQD, HYG, DIA, FLOT.
- Started 1 new stock position in INTC.
- Reduced shares in these 10 stocks: IVV, SHY, IYR, IJJ, IWM, IVE, CSCO, EFAV, IGE, IVW.
- American Wealth Advisors was a net buyer of stock by $995k.
- American Wealth Advisors has $107M in assets under management (AUM), dropping by 11.05%.
- Central Index Key (CIK): 0002095589
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Portfolio Holdings for American Wealth Advisors
American Wealth Advisors holds 42 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 | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 26.3 | $28M | 37k | 748.89 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 16.0 | $17M | 124k | 137.53 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 12.1 | $13M | 57k | 227.06 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 5.6 | $6.0M | 73k | 82.11 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 4.1 | $4.3M | 12k | 370.05 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 3.5 | $3.7M | 36k | 102.16 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 3.4 | $3.6M | 86k | 42.41 |
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| Ishares Tr Select Divid Etf (DVY) | 2.8 | $3.0M | +4% | 19k | 156.30 |
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| Ishares Tr Russell 2000 Etf (IWM) | 2.6 | $2.8M | 9.4k | 300.46 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 2.0 | $2.1M | 43k | 50.37 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 2.0 | $2.1M | 4.1k | 522.43 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.8 | $1.9M | 13k | 146.41 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $1.8M | 24k | 77.11 |
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| Ishares Tr North Amern Nat (IGE) | 1.7 | $1.8M | 32k | 56.18 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.0 | $1.1M | 9.9k | 110.32 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.0 | $1.1M | 10k | 106.47 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.8 | $851k | +403% | 31k | 27.41 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.8 | $846k | 2.1k | 393.98 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.7 | $753k | 3.4k | 221.22 |
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| Cisco Systems (CSCO) | 0.7 | $725k | -2% | 6.2k | 117.46 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.6 | $670k | -5% | 6.6k | 102.26 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.6 | $654k | -3% | 4.4k | 147.74 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $606k | 4.4k | 136.73 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $571k | 5.5k | 103.88 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $562k | 763.00 | 736.16 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.5 | $547k | 11k | 51.05 |
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| TJX Companies (TJX) | 0.5 | $545k | 3.6k | 151.50 |
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| Apple (AAPL) | 0.5 | $533k | 1.8k | 289.30 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $487k | 3.0k | 164.63 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $475k | 6.3k | 75.79 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $470k | 5.9k | 79.97 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $459k | 3.9k | 117.49 |
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| Intel Corporation (INTC) | 0.4 | $450k | NEW | 3.2k | 139.63 |
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| Ishares Tr Select Us Reit (ICF) | 0.4 | $433k | 6.4k | 67.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $420k | 840.00 | 500.39 |
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| Amazon (AMZN) | 0.3 | $362k | 1.5k | 238.34 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $359k | 1.6k | 219.43 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $335k | -3% | 3.8k | 87.71 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $333k | 2.2k | 148.31 |
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| Johnson & Johnson (JNJ) | 0.3 | $276k | 1.1k | 253.96 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $265k | 2.4k | 109.43 |
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| Meta Platforms Cl A (META) | 0.2 | $250k | 443.00 | 563.84 |
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Past Filings by American Wealth Advisors
SEC 13F filings are viewable for American Wealth Advisors going back to 2025
- American Wealth Advisors 2026 Q2 filed Aug. 7, 2026
- American Wealth Advisors 2026 Q1 filed April 29, 2026
- American Wealth Advisors 2025 Q4 filed Jan. 26, 2026