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, STIP, and represent 63.02% of American Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DVY, IVE, VTI, SHYG, META, EFA, EFAV, IWR, IWM, IJJ.
- Reduced shares in these 10 stocks: IVV, IVW, MSFT, , STIP, ACWI, PFF, , VV, IUSG.
- Sold out of its positions in T, BABA, GOOGL, AMGN, AVXL, AVY, CAR, BAC, OZK, BIIB.
- American Wealth Advisors was a net seller of stock by $-3.9M.
- American Wealth Advisors has $96M in assets under management (AUM), dropping by -5.77%.
- Central Index Key (CIK): 0002095589
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Portfolio Holdings for American Wealth Advisors
American Wealth Advisors holds 41 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 | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 25.6 | $25M | -2% | 38k | 653.22 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 14.6 | $14M | -2% | 124k | 113.11 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 12.5 | $12M | 57k | 211.15 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 6.4 | $6.1M | 74k | 82.57 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 3.9 | $3.8M | -4% | 36k | 103.43 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.9 | $3.7M | +4% | 12k | 320.81 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 3.7 | $3.6M | +2% | 84k | 42.31 |
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| Ishares Tr Select Divid Etf (DVY) | 2.8 | $2.7M | +34% | 18k | 151.41 |
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| Ishares Tr Russell 2000 Etf (IWM) | 2.4 | $2.3M | 9.4k | 248.00 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 2.2 | $2.1M | 42k | 50.49 |
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| Ishares Tr North Amern Nat (IGE) | 2.1 | $2.0M | 32k | 62.94 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 2.0 | $1.9M | 4.1k | 463.18 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.7 | $1.7M | -3% | 13k | 128.12 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $1.6M | -2% | 24k | 67.53 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.1 | $1.1M | 9.9k | 106.50 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.0 | $953k | 9.8k | 97.23 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.9 | $838k | 6.2k | 135.73 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $751k | 4.4k | 169.68 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.7 | $674k | 2.1k | 313.85 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.7 | $653k | 6.9k | 94.56 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.7 | $647k | 3.4k | 189.59 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.6 | $606k | 4.6k | 132.50 |
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| TJX Companies (TJX) | 0.6 | $575k | 3.6k | 159.70 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.6 | $540k | -8% | 11k | 50.95 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $532k | +8% | 5.5k | 97.12 |
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| Cisco Systems (CSCO) | 0.5 | $491k | 6.3k | 77.59 |
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| Apple (AAPL) | 0.5 | $467k | 1.8k | 253.78 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $461k | -2% | 5.8k | 79.56 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $440k | 763.00 | 576.99 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $438k | -11% | 6.2k | 70.18 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $434k | -3% | 3.0k | 145.76 |
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| Ishares Tr Select Us Reit (ICF) | 0.4 | $404k | -6% | 6.5k | 61.89 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $403k | 840.00 | 479.20 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $396k | 3.9k | 100.61 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.4 | $362k | +6% | 4.0k | 91.36 |
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| Amazon (AMZN) | 0.3 | $317k | 1.5k | 208.27 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $313k | 1.6k | 191.82 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $284k | 2.3k | 124.33 |
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| Johnson & Johnson (JNJ) | 0.3 | $265k | 1.1k | 244.42 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $263k | 2.4k | 110.37 |
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| Meta Platforms Cl A (META) | 0.3 | $254k | +38% | 443.00 | 572.16 |
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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 Q1 filed April 29, 2026
- American Wealth Advisors 2025 Q4 filed Jan. 26, 2026