American Financial Advisors, LLC — 13F Holdings & Portfolio
CIK 1767898 · latest 13F-HR filed 2026-05-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$749.5M
Long-equity book
Holdings
159
Distinct positions
Period
2026-03-31
Filed 2026-05-13
Q/Q Activity
+6 / −7 / ↑26 / ↓56
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHWAB STRATEGIC TR$3.5M +8.9%
- J P MORGAN EXCHANGE TRADED F$1.2M +12.9%
- SOUTHERN COPPER CORP$315.4K +21.1%
- GE VERNOVA INC$220.0K +33.4%
- VANGUARD STAR FDS$185.1K +42.5%
Top Trims
- INVESCO QQQ TR-$5.8M -7.3%
- ISHARES TR-$2.8M -6.8%
- BERKSHIRE HATHAWAY INC DEL-$2.4M -6.0%
- ELI LILLY & CO-$2.0M -14.4%
- SELECT SECTOR SPDR TR-$1.9M -7.5%
New Positions
- SPDR GOLD TR$307.2K
- ISHARES SILVER TR$288.1K
- CAPITAL GROUP DIVIDEND VALUE$260.3K
- CHEVRON CORPORATION$255.0K
- VANGUARD BD INDEX FDS$218.0K
Exited Positions
- ISHARES BITCOIN TRUST ETF$230.3K
- ISHARES TR$221.7K
- MASTERCARD INCORPORATED$214.5K
- QUALCOMM INC$210.3K
- ISHARES TR$207.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | QQQ | 46090E103 | $73.8M | 9.85% | 127,911 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $42.2M | 5.63% | 1,375,154 | SH |
| 3 | VANGUARD WHITEHALL FDS | VIGI | 921946810 | $40.1M | 5.35% | 453,226 | SH |
| 4 | ISHARES TR | IWB | 464287622 | $38.6M | 5.15% | 108,328 | SH |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $37.9M | 5.05% | 79,025 | SH |
| 6 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $37.2M | 4.97% | 173,077 | SH |
| 7 | VANGUARD INDEX FDS | VBK | 922908595 | $35.6M | 4.75% | 117,712 | SH |
| 8 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $34.4M | 4.59% | 415,601 | SH |
| 9 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $34.2M | 4.56% | 431,209 | SH |
| 10 | FIRST TR EXCHANGE-TRADED FD | FTCS | 33733E104 | $33.5M | 4.47% | 360,931 | SH |
| 11 | VANGUARD INDEX FDS | VO | 922908629 | $23.8M | 3.18% | 82,968 | SH |
| 12 | SPDR SERIES TRUST | SLYV | 78464A300 | $23.6M | 3.15% | 249,707 | SH |
| 13 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $23.5M | 3.14% | 160,500 | SH |
| 14 | CAPITAL GRP FIXED INCM ETF T | CGCB | 14020Y508 | $18.2M | 2.42% | 691,505 | SH |
| 15 | FIRST TR EXCHANGE-TRADED FD | LMBS | 33739Q200 | $17.1M | 2.28% | 343,764 | SH |
| 16 | VANECK ETF TRUST | ANGL | 92189F437 | $14.2M | 1.89% | 493,740 | SH |
| 17 | ISHARES TR | IJH | 464287507 | $13.8M | 1.84% | 204,689 | SH |
| 18 | FIRST TR EXCHANGE-TRADED FD | CIBR | 33734X846 | $12.6M | 1.68% | 200,392 | SH |
| 19 | J P MORGAN EXCHANGE TRADED F | JPIE | 46641Q159 | $12.0M | 1.61% | 261,282 | SH |
| 20 | ELI LILLY & CO | LLY | 532457108 | $11.7M | 1.56% | 12,690 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $11.3M | 1.51% | 389,669 | SH |
| 22 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $10.8M | 1.44% | 213,543 | SH |
| 23 | SELECT SECTOR SPDR TR | XLRE | 81369Y860 | $9.7M | 1.30% | 238,717 | SH |
| 24 | DELTA AIR LINES INC | DAL | 247361702 | $8.8M | 1.17% | 132,255 | SH |
| 25 | APPLE INC | AAPL | 037833100 | $7.5M | 1.00% | 29,527 | SH |
| 26 | VANGUARD INDEX FDS | VTI | 922908769 | $5.4M | 0.72% | 16,882 | SH |
| 27 | AMAZON COM INC | AMZN | 023135106 | $5.2M | 0.70% | 25,016 | SH |
| 28 | ALPHABET INC | GOOGL | 02079K305 | $4.5M | 0.60% | 15,635 | SH |
| 29 | ISHARES TR | IVV | 464287200 | $4.0M | 0.53% | 6,099 | SH |
| 30 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.7M | 0.49% | 21,026 | SH |
| 31 | SPDR SERIES TRUST | XBI | 78464A870 | $3.6M | 0.48% | 27,972 | SH |
| 32 | ISHARES TR | EFA | 464287465 | $3.1M | 0.42% | 32,034 | SH |
| 33 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $3.0M | 0.40% | 55,623 | SH |
| 34 | SPDR SERIES TRUST | SPYM | 78464A854 | $2.8M | 0.38% | 36,919 | SH |
| 35 | SPDR SERIES TRUST | XAR | 78464A631 | $2.7M | 0.36% | 10,593 | SH |
| 36 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $2.6M | 0.35% | 105,196 | SH |
| 37 | ISHARES TR | SCZ | 464288273 | $2.4M | 0.33% | 31,068 | SH |
| 38 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $2.2M | 0.30% | 87,475 | SH |
| 39 | HOME DEPOT INC | HD | 437076102 | $2.2M | 0.29% | 6,605 | SH |
| 40 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $2.0M | 0.27% | 52,556 | SH |
| 41 | SPDR SERIES TRUST | SPSM | 78468R853 | $2.0M | 0.27% | 41,264 | SH |
| 42 | WELLTOWER INC | WELL | 95040Q104 | $1.9M | 0.26% | 9,851 | SH |
| 43 | FIRST TR EXCHANGE TRADED FD | RDVY | 33738R506 | $1.9M | 0.25% | 27,670 | SH |
| 44 | SOUTHERN COPPER CORP | SCCO | 84265V105 | $1.8M | 0.24% | 10,535 | SH |
| 45 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.8M | 0.23% | 2,706 | SH |
| 46 | FIRST TR EXCHNG TRADED FD VI | FIXD | 33740F805 | $1.7M | 0.23% | 39,226 | SH |
| 47 | INVESCO EXCHANGE TRADED FD T | RSPT | 46137V282 | $1.6M | 0.22% | 36,432 | SH |
| 48 | ISHARES TR | IWN | 464287630 | $1.6M | 0.21% | 8,364 | SH |
| 49 | META PLATFORMS INC | META | 30303M102 | $1.6M | 0.21% | 2,753 | SH |
| 50 | CAPITAL GRP FIXED INCM ETF T | CGMU | 14020Y201 | $1.6M | 0.21% | 57,706 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $749.5M | 159 | 0002085853-26-000589 |
| 2025-12-31 | 2026-02-03 | $774.7M | 160 | 0002085853-26-000173 |
| 2025-09-30 | 2025-10-27 | $776.3M | 158 | 0002085853-25-000169 |