American Financial Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, American Financial Advisors, Llc disclosed 163 stock positions valued at approximately $831.06M as of quarter-end June 30, 2026. The largest holdings include INVESCO QQQ TR, VANGUARD WHITEHALL FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 163
- Portfolio Value
- $831.06M
Holdings by Sector
American Financial Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | QQQ | Other | 10.64% | 120,032 | -7,879 | -6.16% | $88,391,819 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 5.25% | 467,369 | +14,143 | +3.12% | $43,642,893 |
| ISHARES TR | IWB | Other | 5.22% | 105,848 | -2,480 | -2.29% | $43,344,599 |
| VANGUARD INDEX FDS | VBK | Other | 5.03% | 114,217 | -3,495 | -2.97% | $41,769,020 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 4.94% | 82,084 | +3,059 | +3.87% | $41,074,046 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 4.83% | 169,693 | -3,384 | -1.96% | $40,152,876 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 4.34% | 436,396 | +20,795 | +5.00% | $36,068,154 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 4.28% | 450,216 | +19,007 | +4.41% | $35,580,596 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 4.21% | 372,428 | +11,497 | +3.19% | $34,978,455 |
| SCHWAB STRATEGIC TR | SCHD | Other | 3.55% | 930,420 | -444,734 | -32.34% | $29,503,605 |
| VANGUARD INDEX FDS | VO | Other | 3.31% | 341,288 | +258,320 | +311.35% | $27,497,614 |
| SELECT SECTOR SPDR TR | XLV | Other | 3.13% | 164,162 | +3,662 | +2.28% | $26,045,934 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | Other | 2.21% | 701,386 | +9,881 | +1.43% | $18,362,278 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 2.14% | 198,104 | -2,288 | -1.14% | $17,799,676 |
| SPDR SERIES TRUST | SLYV | Other | 2.12% | 161,395 | -88,312 | -35.37% | $17,609,807 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 2.05% | 341,860 | -1,904 | -0.55% | $17,017,805 |
| ELI LILLY & CO | LLY | Healthcare | 1.80% | 12,501 | -189 | -1.49% | $14,993,654 |
| ISHARES TR | IJH | Other | 1.80% | 194,164 | -10,525 | -5.14% | $14,971,969 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.63% | 374,988 | -14,681 | -3.77% | $13,548,316 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 1.59% | 286,634 | +25,352 | +9.70% | $13,199,484 |
| DELTA AIR LINES INC | DAL | Industrials | 1.45% | 129,104 | -3,151 | -2.38% | $12,091,882 |
| SELECT SECTOR SPDR TR | XLRE | Other | 1.28% | 241,154 | +2,437 | +1.02% | $10,618,009 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.27% | 208,413 | -5,130 | -2.40% | $10,539,449 |
| VANECK ETF TRUST | ANGL | Other | 1.10% | 313,910 | -179,830 | -36.42% | $9,178,725 |
| APPLE INC | AAPL | Technology | 0.98% | 28,289 | -1,238 | -4.19% | $8,185,710 |
| VANGUARD INDEX FDS | VTI | Other | 0.75% | 16,738 | -144 | -0.85% | $6,193,719 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.69% | 24,121 | -895 | -3.58% | $5,749,118 |
| ALPHABET INC | GOOGL | Communication Services | 0.66% | 15,360 | -275 | -1.76% | $5,489,130 |
| ISHARES TR | IVV | Other | 0.54% | 5,938 | -161 | -2.64% | $4,446,820 |
| NVIDIA CORPORATION | NVDA | Technology | 0.48% | 19,754 | -1,272 | -6.05% | $3,952,538 |
Showing 30 of 163 holdings in the latest reporting period.