American Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, American Wealth Advisors, Llc disclosed 42 stock positions valued at approximately $106.57M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 42
- Portfolio Value
- $106.57M
Holdings by Sector
American Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 26.31% | 37,435 | -178 | -0.47% | $28,034,649 |
| ISHARES TR | IVW | Other | 15.96% | 123,649 | -68 | -0.05% | $17,005,440 |
| ISHARES TR | IVE | Other | 12.12% | 56,865 | -88 | -0.15% | $12,911,683 |
| ISHARES TR | SHY | Other | 5.63% | 73,107 | -1,075 | -1.45% | $6,002,825 |
| VANGUARD INDEX FDS | VTI | Other | 4.07% | 11,708 | +68 | +0.58% | $4,332,522 |
| ISHARES TR | STIP | Other | 3.48% | 36,327 | -55 | -0.15% | $3,711,197 |
| ISHARES TR | SHYG | Other | 3.40% | 85,462 | +1,268 | +1.51% | $3,624,439 |
| ISHARES TR | DVY | Other | 2.77% | 18,905 | +849 | +4.70% | $2,954,865 |
| ISHARES TR | IWM | Other | 2.64% | 9,369 | -68 | -0.72% | $2,814,965 |
| ISHARES TR | SLQD | Other | 2.01% | 42,468 | +256 | +0.61% | $2,139,089 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 1.99% | 4,065 | +11 | +0.27% | $2,123,680 |
| ISHARES TR | IWP | Other | 1.78% | 12,977 | -6 | -0.05% | $1,900,024 |
| ISHARES TR | IJH | Other | 1.72% | 23,781 | -85 | -0.36% | $1,833,718 |
| ISHARES TR | IGE | Other | 1.68% | 31,803 | -187 | -0.58% | $1,786,703 |
| ISHARES TR | IWR | Other | 1.03% | 9,931 | +131 | +1.34% | $1,095,619 |
| ISHARES TR | SUB | Other | 0.99% | 9,952 | +3 | +0.03% | $1,059,636 |
| ISHARES TR | HDV | Other | 0.80% | 31,044 | +24,874 | +403.14% | $850,905 |
| ISHARES TR | IWO | Other | 0.79% | 2,147 | - | - | $845,870 |
| ISHARES TR | IWN | Other | 0.71% | 3,403 | -7 | -0.21% | $752,795 |
| CISCO SYS INC | CSCO | Technology | 0.68% | 6,173 | -152 | -2.40% | $725,103 |
| ISHARES TR | IYR | Other | 0.63% | 6,555 | -351 | -5.08% | $670,290 |
| ISHARES TR | IJJ | Other | 0.61% | 4,428 | -146 | -3.19% | $654,196 |
| EXXON MOBIL CORP | XOM | Energy | 0.57% | 4,430 | +2 | +0.05% | $605,706 |
| ISHARES TR | EFA | Other | 0.54% | 5,499 | +26 | +0.48% | $571,235 |
| INVESCO QQQ TR | QQQ | Other | 0.53% | 763 | - | - | $561,691 |
| ISHARES TR | FLOT | Other | 0.51% | 10,716 | +112 | +1.06% | $547,039 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.51% | 3,600 | - | - | $545,400 |
| APPLE INC | AAPL | Technology | 0.50% | 1,843 | +2 | +0.11% | $533,176 |
| ISHARES TR | IWS | Other | 0.46% | 2,960 | -16 | -0.54% | $487,295 |
| ISHARES TR | DGRO | Other | 0.45% | 6,263 | +28 | +0.45% | $474,647 |
Showing 30 of 42 holdings in the latest reporting period.