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CIK: 0002095589
Total reported value
$106.6M
$106.6M
41 檔
56.8%
The Q1 2026 SEC filing reveals that American Wealth Advisors, LLC held a total portfolio value of $106.6M, covering 41 public equity positions.
In Q1 2026, American Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 16 positions and completely liquidating 92 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 25.60% | +0.71% | -2.95% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 14.58% | +1.38% | -2.56% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 12.53% | -0.41% | +1.48% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 6.38% | -0.75% | -1.38% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.92% | -0.44% | -4.14% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.89% | +0.18% | +4.50% | |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 3.71% | -0.31% | +2.32% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.85% | -0.08% | +34.21% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.44% | +0.20% | +0.18% | |
| 10 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 2.22% | -0.21% | -0.17% | |
| 11 | IGE | Ishares North American Natur | ETF-Other | 2.10% | -0.42% | -1.15% | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.96% | +0.03% | -0.27% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.73% | +0.05% | -3.56% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.68% | +0.04% | -2.01% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 1.10% | -0.11% | -0.16% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.99% | +0.04% | +1.93% | |
| 17 | HDV | Ishares Core High Dividend E | ETF-Other | 0.87% | -0.07% | +0.21% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.21% | +0.02% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.70% | +0.09% | — | |
| 20 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.68% | -0.05% | +0.01% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.67% | +0.04% | +0.26% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.63% | -0.02% | +0.33% | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.60% | -0.09% | — | |
| 24 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.56% | -0.05% | -8.30% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.55% | -0.01% | +8.31% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.17% | +0.05% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.49% | +0.01% | +0.11% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.48% | -0.04% | -2.72% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.07% | +0.13% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.46% | -0.01% | -11.92% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.45% | +0.01% | -3.22% | |
| 32 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.42% | -0.01% | -6.88% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.03% | — | |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.41% | +0.02% | +0.10% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.38% | -0.07% | +6.74% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.01% | — | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.33% | +0.01% | +0.18% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | +0.01% | -1.55% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | -0.02% | +0.09% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.27% | -0.02% | — | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.03% | +38.87% |
According to official SEC Form 13F filings, American Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $106.6M across 41 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IVW, IVE) accounted for 56.8% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
MSFT
前期市值: $253.9K
During Q1 2026, American Wealth Advisors, LLC's top holdings by market value included IVV (25.6%)、IVW (14.6%)、IVE (12.5%). The largest single position, IVV, represented 25.6% of total portfolio value.
In Q1 2026, American Wealth Advisors, LLC made 128 total portfolio adjustments, initiating 0 new buys, adding to 20 positions, trimming 16 holdings, and fully liquidating 92 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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