American Wealth Advisors

American Wealth Advisors as of March 31, 2026

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 38k 653.22
Ishares Tr S&p 500 Grwt Etf (IVW) 14.6 $14M 124k 113.11
Ishares Tr S&p 500 Val Etf (IVE) 12.5 $12M 57k 211.15
Ishares Tr 1 3 Yr Treas Bd (SHY) 6.4 $6.1M 74k 82.57
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.9 $3.8M 36k 103.43
Vanguard Index Fds Total Stk Mkt (VTI) 3.9 $3.7M 12k 320.81
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 3.7 $3.6M 84k 42.31
Ishares Tr Select Divid Etf (DVY) 2.8 $2.7M 18k 151.41
Ishares Tr Russell 2000 Etf (IWM) 2.4 $2.3M 9.4k 248.00
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 2.2 $2.1M 42k 50.49
Ishares Tr North Amern Nat (IGE) 2.1 $2.0M 32k 62.94
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 2.0 $1.9M 4.1k 463.18
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.7 $1.7M 13k 128.12
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $1.6M 24k 67.53
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $1.1M 9.9k 106.50
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $953k 9.8k 97.23
Ishares Tr Core High Dv Etf (HDV) 0.9 $838k 6.2k 135.73
Exxon Mobil Corporation (XOM) 0.8 $751k 4.4k 169.68
Ishares Tr Rus 2000 Grw Etf (IWO) 0.7 $674k 2.1k 313.85
Ishares Tr U.s. Real Es Etf (IYR) 0.7 $653k 6.9k 94.56
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $647k 3.4k 189.59
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $606k 4.6k 132.50
TJX Companies (TJX) 0.6 $575k 3.6k 159.70
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $540k 11k 50.95
Ishares Tr Msci Eafe Etf (EFA) 0.6 $532k 5.5k 97.12
Cisco Systems (CSCO) 0.5 $491k 6.3k 77.59
Apple (AAPL) 0.5 $467k 1.8k 253.78
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $461k 5.8k 79.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $440k 763.00 576.99
Ishares Tr Core Div Grwth (DGRO) 0.5 $438k 6.2k 70.18
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $434k 3.0k 145.76
Ishares Tr Select Us Reit (ICF) 0.4 $404k 6.5k 61.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $403k 840.00 479.20
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $396k 3.9k 100.61
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $362k 4.0k 91.36
Amazon (AMZN) 0.3 $317k 1.5k 208.27
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $313k 1.6k 191.82
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $284k 2.3k 124.33
Johnson & Johnson (JNJ) 0.3 $265k 1.1k 244.42
Ishares Tr Tips Bd Etf (TIP) 0.3 $263k 2.4k 110.37
Meta Platforms Cl A (META) 0.3 $254k 443.00 572.16