Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
American Financial Advisors, LLC (CIK 1767898) reported $749.5M across 159 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($73.8M, 9.85%), SCHD ($42.2M, 5.63%), VIGI ($40.1M, 5.35%), IWB ($38.6M, 5.15%), BRK/B ($37.9M, 5.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $73.8M | 9.85% | 127,911 | Trimmed |
| 2 | SCHD | SCHWAB STRATEGIC TR | $42.2M | 5.63% | 1.4M | Trimmed |
| 3 | VIGI | VANGUARD WHITEHALL FDS | $40.1M | 5.35% | 453,226 | Trimmed |
| 4 | IWB | ISHARES TR | $38.6M | 5.15% | 108,328 | Trimmed |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $37.9M | 5.05% | 79,025 | Trimmed |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $37.2M | 4.97% | 173,077 | Trimmed |
| 7 | VBK | VANGUARD INDEX FDS | $35.6M | 4.75% | 117,712 | Trimmed |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | $34.4M | 4.59% | 415,601 | Trimmed |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $34.2M | 4.56% | 431,209 | Added |
| 10 | FTCS | FIRST TR EXCHANGE-TRADED FD | $33.5M | 4.47% | 360,931 | Trimmed |
| 11 | VO | VANGUARD INDEX FDS | $23.8M | 3.18% | 82,968 | Trimmed |
| 12 | SLYV | SPDR SERIES TRUST | $23.6M | 3.15% | 249,707 | Trimmed |
| 13 | XLV | SELECT SECTOR SPDR TR | $23.5M | 3.14% | 160,500 | Trimmed |
| 14 | CGCB | CAPITAL GRP FIXED INCM ETF T | $18.2M | 2.42% | 691,505 | Trimmed |
| 15 | LMBS | FIRST TR EXCHANGE-TRADED FD | $17.1M | 2.28% | 343,764 | Trimmed |
| 16 | ANGL | VANECK ETF TRUST | $14.2M | 1.89% | 493,740 | Trimmed |
| 17 | IJH | ISHARES TR | $13.8M | 1.84% | 204,689 | Trimmed |
| 18 | CIBR | FIRST TR EXCHANGE-TRADED FD | $12.6M | 1.68% | 200,392 | Added |
| 19 | JPIE | J P MORGAN EXCHANGE TRADED F | $12.0M | 1.61% | 261,282 | Added |
| 20 | LLY | ELI LILLY & CO | $11.7M | 1.56% | 12,690 | Hold |
| 21 | SCHA | SCHWAB STRATEGIC TR | $11.3M | 1.51% | 389,669 | Trimmed |
| 22 | JPST | J P MORGAN EXCHANGE TRADED F | $10.8M | 1.44% | 213,543 | Added |
| 23 | XLRE | SELECT SECTOR SPDR TR | $9.7M | 1.30% | 238,717 | Trimmed |
| 24 | DAL | DELTA AIR LINES INC | $8.8M | 1.17% | 132,255 | Trimmed |
| 25 | AAPL | APPLE INC | $7.5M | 1.00% | 29,527 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31