American Wealth Advisors, Llc Portfolio Stock Holdings
American Wealth Advisors, Llc disclosed 41 stock positions valued at approximately $96.0 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 41
- Portfolio Value
- $96.0M
Holdings by Sector
American Wealth Advisors, Llc Portfolio Holdings in Q1 2026
41 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 25.60% | 37,613 | -1,145 | -2.95% | $24,569,477 |
| ISHARES TR | IVW | Other | 14.58% | 123,717 | -3,256 | -2.56% | $13,993,670 |
| ISHARES TR | IVE | Other | 12.53% | 56,953 | +832 | +1.48% | $12,025,525 |
| ISHARES TR | SHY | Other | 6.38% | 74,182 | -1,036 | -1.38% | $6,125,234 |
| ISHARES TR | STIP | Other | 3.92% | 36,382 | -1,573 | -4.14% | $3,763,023 |
| VANGUARD INDEX FDS | VTI | Other | 3.89% | 11,640 | +501 | +4.50% | $3,734,206 |
| ISHARES TR | SHYG | Other | 3.71% | 84,194 | +1,911 | +2.32% | $3,562,261 |
| ISHARES TR | DVY | Other | 2.85% | 18,056 | +4,602 | +34.21% | $2,733,838 |
| ISHARES TR | IWM | Other | 2.44% | 9,437 | +17 | +0.18% | $2,340,329 |
| ISHARES TR | SLQD | Other | 2.22% | 42,212 | -71 | -0.17% | $2,131,260 |
| ISHARES TR | IGE | Other | 2.10% | 31,990 | -371 | -1.15% | $2,013,461 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 1.96% | 4,054 | -11 | -0.27% | $1,877,724 |
| ISHARES TR | IWP | Other | 1.73% | 12,983 | -479 | -3.56% | $1,663,397 |
| ISHARES TR | IJH | Other | 1.68% | 23,866 | -489 | -2.01% | $1,611,649 |
| ISHARES TR | SUB | Other | 1.10% | 9,949 | -16 | -0.16% | $1,059,606 |
| ISHARES TR | IWR | Other | 0.99% | 9,800 | +186 | +1.93% | $952,865 |
| ISHARES TR | HDV | Other | 0.87% | 6,170 | +13 | +0.21% | $837,453 |
| EXXON MOBIL CORP | XOM | Energy | 0.78% | 4,428 | +1 | +0.02% | $751,326 |
| ISHARES TR | IWO | Other | 0.70% | 2,147 | - | - | $673,833 |
| ISHARES TR | IYR | Other | 0.68% | 6,906 | +1 | +0.01% | $653,066 |
| ISHARES TR | IWN | Other | 0.67% | 3,410 | +9 | +0.26% | $646,490 |
| ISHARES TR | IJJ | Other | 0.63% | 4,574 | +15 | +0.33% | $606,061 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.60% | 3,600 | - | - | $574,920 |
| ISHARES TR | FLOT | Other | 0.56% | 10,604 | -960 | -8.30% | $540,280 |
| ISHARES TR | EFA | Other | 0.55% | 5,473 | +420 | +8.31% | $531,544 |
| CISCO SYS INC | CSCO | Technology | 0.51% | 6,325 | +3 | +0.05% | $490,753 |
| APPLE INC | AAPL | Technology | 0.49% | 1,841 | +2 | +0.11% | $467,211 |
| ISHARES TR | HYG | Other | 0.48% | 5,794 | -162 | -2.72% | $460,947 |
| INVESCO QQQ TR | QQQ | Other | 0.46% | 763 | +1 | +0.13% | $440,246 |
| ISHARES TR | DGRO | Other | 0.46% | 6,235 | -844 | -11.92% | $437,603 |
| ISHARES TR | IWS | Other | 0.45% | 2,976 | -99 | -3.22% | $433,783 |
| ISHARES TR | ICF | Other | 0.42% | 6,527 | -482 | -6.88% | $403,950 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.42% | 840 | - | - | $402,528 |
| ISHARES TR | IJK | Other | 0.41% | 3,938 | +4 | +0.10% | $396,196 |
| ISHARES TR | EFAV | Other | 0.38% | 3,957 | +250 | +6.74% | $361,522 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.33% | 1,520 | - | - | $316,570 |
| ISHARES TR | QUAL | Other | 0.33% | 1,632 | +3 | +0.18% | $313,050 |
| ISHARES TR | IJR | Other | 0.30% | 2,281 | -36 | -1.55% | $283,588 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.28% | 1,085 | +1 | +0.09% | $265,201 |
| ISHARES TR | TIP | Other | 0.27% | 2,378 | - | - | $262,463 |
| META PLATFORMS INC | META | Communication Services | 0.26% | 443 | +124 | +38.87% | $253,466 |