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 $831.1M across 169 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($88.4M, 10.64%), VIGI ($43.6M, 5.25%), IWB ($43.3M, 5.22%), VBK ($41.8M, 5.03%), BRK/B ($41.1M, 4.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $88.4M | 10.64% | 120,032 | Trimmed |
| 2 | VIGI | VANGUARD WHITEHALL FDS | $43.6M | 5.25% | 467,369 | Added |
| 3 | IWB | ISHARES TR | $43.3M | 5.22% | 105,848 | Trimmed |
| 4 | VBK | VANGUARD INDEX FDS | $41.8M | 5.03% | 114,217 | Trimmed |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.1M | 4.94% | 82,084 | Added |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $40.2M | 4.83% | 169,693 | Trimmed |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $36.1M | 4.34% | 436,396 | Added |
| 8 | VCSH | VANGUARD SCOTTSDALE FDS | $35.6M | 4.28% | 450,216 | Added |
| 9 | FTCS | FIRST TR EXCHANGE-TRADED FD | $35.0M | 4.21% | 372,428 | Added |
| 10 | SCHD | SCHWAB STRATEGIC TR | $29.5M | 3.55% | 930,420 | Trimmed |
| 11 | VO | VANGUARD INDEX FDS | $27.5M | 3.31% | 341,288 | Added |
| 12 | XLV | SELECT SECTOR SPDR TR | $26.0M | 3.13% | 164,162 | Added |
| 13 | CGCB | CAPITAL GRP FIXED INCM ETF T | $18.4M | 2.21% | 701,386 | Added |
| 14 | CIBR | FIRST TR EXCHANGE-TRADED FD | $17.8M | 2.14% | 198,104 | Trimmed |
| 15 | SLYV | SPDR SERIES TRUST | $17.6M | 2.12% | 161,395 | Trimmed |
| 16 | LMBS | FIRST TR EXCHANGE-TRADED FD | $17.0M | 2.05% | 341,860 | Trimmed |
| 17 | LLY | ELI LILLY & CO | $15.0M | 1.80% | 12,501 | Trimmed |
| 18 | IJH | ISHARES TR | $15.0M | 1.80% | 194,164 | Trimmed |
| 19 | SCHA | SCHWAB STRATEGIC TR | $13.5M | 1.63% | 374,988 | Trimmed |
| 20 | JPIE | J P MORGAN EXCHANGE TRADED F | $13.2M | 1.59% | 286,634 | Added |
| 21 | GRNJ | TIDAL TRUST III | $12.5M | 1.51% | 399,037 | New |
| 22 | DAL | DELTA AIR LINES INC | $12.1M | 1.45% | 129,104 | Trimmed |
| 23 | XLRE | SELECT SECTOR SPDR TR | $10.6M | 1.28% | 241,154 | Added |
| 24 | GRNY | TIDAL TRUST I | $10.6M | 1.28% | 385,033 | New |
| 25 | JPST | J P MORGAN EXCHANGE TRADED F | $10.5M | 1.27% | 208,413 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30