American Wealth Advisors, LLC 13F Holdings · Q2 2026
American Wealth Advisors, LLC reported 42 securities worth $106.57M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (26.31%), IVW (15.96%), IVE (12.12%). Among its top 25 positions this quarter: 10 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $28.0M | 26.31% | 37,435 | Trimmed |
| 2 | IVW | ISHARES TR | $17.0M | 15.96% | 123,649 | Trimmed |
| 3 | IVE | ISHARES TR | $12.9M | 12.12% | 56,865 | Trimmed |
| 4 | SHY | ISHARES TR | $6.0M | 5.63% | 73,107 | Trimmed |
| 5 | VTI | VANGUARD INDEX FDS | $4.3M | 4.07% | 11,708 | Added |
| 6 | STIP | ISHARES TR | $3.7M | 3.48% | 36,327 | Trimmed |
| 7 | SHYG | ISHARES TR | $3.6M | 3.40% | 85,462 | Added |
| 8 | DVY | ISHARES TR | $3.0M | 2.77% | 18,905 | Added |
| 9 | IWM | ISHARES TR | $2.8M | 2.64% | 9,369 | Trimmed |
| 10 | SLQD | ISHARES TR | $2.1M | 2.01% | 42,468 | Added |
| 11 | DIA | STATE STR SPDR DOW JONES IND | $2.1M | 1.99% | 4,065 | Added |
| 12 | IWP | ISHARES TR | $1.9M | 1.78% | 12,977 | Trimmed |
| 13 | IJH | ISHARES TR | $1.8M | 1.72% | 23,781 | Trimmed |
| 14 | IGE | ISHARES TR | $1.8M | 1.68% | 31,803 | Trimmed |
| 15 | IWR | ISHARES TR | $1.1M | 1.03% | 9,931 | Added |
| 16 | SUB | ISHARES TR | $1.1M | 0.99% | 9,952 | Added |
| 17 | HDV | ISHARES TR | $850,905 | 0.80% | 31,044 | Added |
| 18 | IWO | ISHARES TR | $845,870 | 0.79% | 2,147 | Hold |
| 19 | IWN | ISHARES TR | $752,795 | 0.71% | 3,403 | Trimmed |
| 20 | CSCO | CISCO SYS INC | $725,103 | 0.68% | 6,173 | Trimmed |
| 21 | IYR | ISHARES TR | $670,290 | 0.63% | 6,555 | Trimmed |
| 22 | IJJ | ISHARES TR | $654,196 | 0.61% | 4,428 | Trimmed |
| 23 | XOM | EXXON MOBIL CORP | $605,706 | 0.57% | 4,430 | Added |
| 24 | EFA | ISHARES TR | $571,235 | 0.54% | 5,499 | Added |
| 25 | QQQ | INVESCO QQQ TR | $561,691 | 0.53% | 763 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR