American Wealth Advisors

American Wealth Advisors as of June 30, 2026

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
Ishares Tr S&p 500 Grwt Etf (IVW) 16.0 $17M 124k 137.53
Ishares Tr S&p 500 Val Etf (IVE) 12.1 $13M 57k 227.06
Ishares Tr 1 3 Yr Treas Bd (SHY) 5.6 $6.0M 73k 82.11
Vanguard Index Fds Total Stk Mkt (VTI) 4.1 $4.3M 12k 370.05
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.5 $3.7M 36k 102.16
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 3.4 $3.6M 86k 42.41
Ishares Tr Select Divid Etf (DVY) 2.8 $3.0M 19k 156.30
Ishares Tr Russell 2000 Etf (IWM) 2.6 $2.8M 9.4k 300.46
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 2.0 $2.1M 43k 50.37
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 2.0 $2.1M 4.1k 522.43
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.8 $1.9M 13k 146.41
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $1.8M 24k 77.11
Ishares Tr North Amern Nat (IGE) 1.7 $1.8M 32k 56.18
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $1.1M 9.9k 110.32
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $1.1M 10k 106.47
Ishares Tr Core High Dv Etf (HDV) 0.8 $851k 31k 27.41
Ishares Tr Rus 2000 Grw Etf (IWO) 0.8 $846k 2.1k 393.98
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $753k 3.4k 221.22
Cisco Systems (CSCO) 0.7 $725k 6.2k 117.46
Ishares Tr U.s. Real Es Etf (IYR) 0.6 $670k 6.6k 102.26
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $654k 4.4k 147.74
Exxon Mobil Corporation (XOM) 0.6 $606k 4.4k 136.73
Ishares Tr Msci Eafe Etf (EFA) 0.5 $571k 5.5k 103.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $562k 763.00 736.16
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $547k 11k 51.05
TJX Companies (TJX) 0.5 $545k 3.6k 151.50
Apple (AAPL) 0.5 $533k 1.8k 289.30
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $487k 3.0k 164.63
Ishares Tr Core Div Grwth (DGRO) 0.4 $475k 6.3k 75.79
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $470k 5.9k 79.97
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $459k 3.9k 117.49
Intel Corporation (INTC) 0.4 $450k 3.2k 139.63
Ishares Tr Select Us Reit (ICF) 0.4 $433k 6.4k 67.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $420k 840.00 500.39
Amazon (AMZN) 0.3 $362k 1.5k 238.34
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $359k 1.6k 219.43
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $335k 3.8k 87.71
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $333k 2.2k 148.31
Johnson & Johnson (JNJ) 0.3 $276k 1.1k 253.96
Ishares Tr Tips Bd Etf (TIP) 0.2 $265k 2.4k 109.43
Meta Platforms Cl A (META) 0.2 $250k 443.00 563.84