AF

American Financial Advisors, LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$749.5M

Reporting period: 2026-03-31 · Number of holdings: 159

American Financial Advisors, LLC disclosed 159 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $749.5M and a quarterly turnover rate of 5.9%.

Personality snowflake

Concentration
15.48
Portfolio Stability
5.92
Momentum/Contrarian
100
Sector conviction
63.5
Diversification
100
Sizing Uniformity
77.22

Recent moves

  • Add SCHD

    -2.6%　$3.5M

  • Trim QQQ

    -1.3%　-$5.8M

  • Add VCSH

    +2.0%　$480.9K

  • Trim IWB

    -2.4%　-$2.8M

  • Trim LLY

    0.0%　-$2.0M

  • Add JPST

    +12.8%　$1.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1QQQInvesco Qqq Trust Series 1ETF-Tech9.85%-0.43%-1.35%
2SCHDSchwab US Dvd Equity ETFETF-Other5.63%+0.63%-2.61%
3VIGIVanguard Int Div App Indx FdETF-Other5.35%-0.04%-0.66%
4IWBIshares Russell 1000 ETFETF-Other5.15%-0.20%-2.39%
5BRK-BBerkshire Hathaway Inc-cl BStock-Other5.05%-0.15%-1.42%
6VIGVanguard Dividend Apprec ETFETF-Other4.97%-0.07%-2.48%
7VBKVanguard Small-cap Grwth ETFETF-Other4.75%+0.03%-2.67%
8VCITVanguard Int-term CorporateETF-Corp Bonds4.59%+0.10%-0.02%
9VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds4.56%+0.21%+2.02%
10FTCSFirst Trust Capital StrengthETF-Other4.47%+0.07%-2.06%
11VOVanguard Mid-cap ETFETF-Other3.18%+0.05%-0.55%
12SLYVSs Spdr S&p 600 Sc Val ETFETF-Other3.15%+0.15%-2.32%
13XLVSs Health Care Select SectorETF-Other3.14%-0.14%-2.30%
14CGCBCap Group Core BondETF-Other2.42%-0.01%-2.74%
15LMBSFirst Trust Low Duration OppETF-Other2.28%—-0.26%
16ANGLVaneck Fallen Angel High YldETF-Other1.89%—-0.80%
17IJHIshares Core S&p Midcap ETFETF-Other1.84%—-1.51%
18CIBRFirst Trust Nasdaq CybersecuETF-Tech1.68%-0.16%+0.18%
19JPIEJpmorgan Income ETFETF-Other1.61%—+0.43%
20LLYEli Lilly & CoStock-Healthcare1.56%-0.20%—
21SCHASchwab US Small-cap ETFETF-Other1.51%+0.07%-0.72%
22JPSTJpmorgan Ultra-short IncomeETF-Other1.44%+0.20%+12.84%
23XLRESs Real Estate Select SectorETF-Other1.30%—-1.86%
24DALDelta Air Lines INCStock-Industrials1.17%-0.07%-4.16%
25AAPLApple INCStock-Tech1.00%-0.09%-4.97%
26VTIVanguard Total Stock Mkt ETFETF-Other0.72%—+0.87%
27AMZNAmazon.com INCStock-Consumer Disc0.70%-0.10%-6.53%
28GOOGLAlphabet Inc-cl AStock-Comm Services0.60%-0.06%-4.04%
29IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.53%-0.02%-2.56%
30NVDANvidia CORPStock-Tech0.49%-0.02%-0.74%
31XBISs Spdr S&p Biotech ETFETF-Tech0.48%—-2.69%
32EFAIshares Msci Eafe ETFETF-Other0.42%—-1.38%
33VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.40%—-0.65%
34SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth0.38%—+4.84%
35XARSs Spdr S&p Aerospace DefETF-Other0.36%—-2.78%
36SCHFSchwab Intl Equity ETFETF-Other0.35%—+0.18%
37SCZIshares Msci Eafe Small-capETF-Other0.33%-0.02%-8.58%
38SCHXSchwab US Large-cap ETFETF-Other0.30%—+11.73%
39HDHome Depot INCStock-Consumer Disc0.29%—+7.15%
40DFACDimensional US Core Equity 2ETF-Other0.27%—+0.25%
41SPSMSs Spdr P S&p 600 Small CapETF-Small Cap0.27%—+2.91%
42WELLWelltower INCStock-Real Estate0.26%—-5.72%
43RDVYFirst Trust Rising DividendETF-Other0.25%—+1.00%
44SCCOSouthern Copper CORPStock-Materials0.24%+0.05%+0.95%
45SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.23%—-1.81%
46FIXDFirst Trust Smith OpportunisETF-Other0.23%—-2.01%
47RSPTInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.22%—-0.59%
48IWNIshares Russell 2000 Value EETF-Small Cap0.21%—-0.14%
49METAMeta Platforms Inc-class AStock-Comm Services0.21%-0.03%-3.27%
50CGMUCap Group Municipal IncomeETF-Other0.21%—+4.13%
1–50 of 159

Holding changes this quarter

American Financial Advisors, LLC's most significant position changes for 2026-03-31: New buy: Spdr Gold Shares (GLD); New buy: Ishares Silver Trust (SLV); New buy: Cap Group Dividend Value (CGDV); New buy: Chevron CORP (CVX); Sold out: Ishares Bitcoin Trust ETF (IBIT).

Position changes disclosed by American Financial Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SCHDSchwab US Dvd Equity ETF+0.6%-2.61%Trim
2VCSHVanguard S/t CORP Bond ETF+0.2%+2.02%Add
3JPSTJpmorgan Ultra-short Income+0.2%+12.84%Add
4SLYVSs Spdr S&p 600 Sc Val ETF+0.2%-2.32%Trim
5VCITVanguard Int-term Corporate+0.1%-0.02%Trim
6FTCSFirst Trust Capital Strength+0.1%-2.06%Trim
7SCHASchwab US Small-cap ETF+0.1%-0.72%Trim
8VOVanguard Mid-cap ETF+0.1%-0.55%Trim
9SCCOSouthern Copper CORP+0.1%+0.95%Add
10GEVGE Vernova INC0%-0.10%Trim
11VBKVanguard Small-cap Grwth ETF0%-2.67%Trim
12VXUSVanguard Total Intl Stock0%+39.43%Add
13ANGLVaneck Fallen Angel High Yld—-0.80%Trim
14VTIVanguard Total Stock Mkt ETF—+0.87%Add
15CGCBCap Group Core Bond0%-2.74%Trim
16IVVIshares Core S&p 500 ETF0%-2.56%Trim
17NVDANvidia CORP0%-0.74%Trim
18CGIECap Group Intl Equity0%-15.45%Trim
19TCAFT Rowe Prc Cap Appreciation0%-11.81%Trim
20SCZIshares Msci Eafe Small-cap0%-8.58%Trim
21METAMeta Platforms Inc-class A0%-3.27%Trim
22VIGIVanguard Int Div App Indx Fd0%-0.66%Trim
23VYMVanguard High Dvd Yield ETF0%-52.19%Trim
24MSFTMicrosoft CORP-0.1%-0.60%Trim
25TSLATesla INC-0.1%-9.31%Trim
26GOOGLAlphabet Inc-cl A-0.1%-4.04%Trim
27VIGVanguard Dividend Apprec ETF-0.1%-2.48%Trim
28DALDelta Air Lines INC-0.1%-4.16%Trim
29AAPLApple INC-0.1%-4.97%Trim
30AMZNAmazon.com INC-0.1%-6.53%Trim
31LQTIFt Vest Invst Grd Trgt I ETF-0.1%-53.68%Trim
32XLVSs Health Care Select Sector-0.1%-2.30%Trim
33BRK-BBerkshire Hathaway Inc-cl B-0.2%-1.42%Trim
34CIBRFirst Trust Nasdaq Cybersecu-0.2%+0.18%Add
35IWBIshares Russell 1000 ETF-0.2%-2.39%Trim
36LLYEli Lilly & Co-0.2%—Unchanged
37QQQInvesco Qqq Trust Series 1-0.4%-1.35%Trim
38GLDSpdr Gold Shares—NEWNew buy
39SLVIshares Silver Trust—NEWNew buy
40CGDVCap Group Dividend Value—NEWNew buy
41CVXChevron CORP—NEWNew buy
42IBITIshares Bitcoin Trust ETF—EXITSold out
43IWFIshares Russell 1000 Growth—EXITSold out
44BNDVanguard Total Bond Market—NEWNew buy
45MAMastercard INC - A—EXITSold out
46QCOMQualcomm INC—EXITSold out
47XLESs Energy Select Sector—NEWNew buy
48XTIshar Fture Exp Tech Etf-usd—EXITSold out
49SHOPShopify INC - Class A—EXITSold out
50XHBSs Spdr S&p Homebldrs ETF—EXITSold out

FAQ

What is American Financial Advisors, LLC and what type of investor is it?
American Financial Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $749.5M, spread across 159 disclosed positions.
What are American Financial Advisors, LLC's largest equity positions?
Based on the latest 13F filing, American Financial Advisors, LLC's top holdings by market value are: 1. Invesco Qqq Trust Series 1 (QQQ) — $73.8M (9.8%) 2. Schwab US Dvd Equity ETF (SCHD) — $42.2M (5.6%) 3. Vanguard Int Div App Indx Fd (VIGI) — $40.1M (5.3%) 4. Ishares Russell 1000 ETF (IWB) — $38.6M (5.2%) 5. Berkshire Hathaway Inc-cl B (BRK-B) — $37.9M (5.0%)
What changes did American Financial Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, American Financial Advisors, LLC made 49 notable position adjustments: 6 new positions were initiated, 6 existing holdings were added to, 30 positions were partially reduced, and 7 were completely exited. The largest of these moves: New buy: Spdr Gold Shares (GLD); New buy: Ishares Silver Trust (SLV); New buy: Cap Group Dividend Value (CGDV); New buy: Chevron CORP (CVX); Sold out: Ishares Bitcoin Trust ETF (IBIT)
What sectors does American Financial Advisors, LLC focus on?
American Financial Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 38.1% • Information Technology: 15.0% • Health Care: 12.6% • Industrials: 11.5% • Consumer Discretionary: 9.3% • Communication Services: 7.3%