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 Wealth Advisors, LLC (CIK 2095589) reported $96.0M across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($24.6M, 25.60%), IVW ($14.0M, 14.58%), IVE ($12.0M, 12.53%), SHY ($6.1M, 6.38%), STIP ($3.8M, 3.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $24.6M | 25.60% | 37,613 | Trimmed |
| 2 | IVW | ISHARES TR | $14.0M | 14.58% | 123,717 | Trimmed |
| 3 | IVE | ISHARES TR | $12.0M | 12.53% | 56,953 | Added |
| 4 | SHY | ISHARES TR | $6.1M | 6.38% | 74,182 | Trimmed |
| 5 | STIP | ISHARES TR | $3.8M | 3.92% | 36,382 | Trimmed |
| 6 | VTI | VANGUARD INDEX FDS | $3.7M | 3.89% | 11,640 | Added |
| 7 | SHYG | ISHARES TR | $3.6M | 3.71% | 84,194 | Added |
| 8 | DVY | ISHARES TR | $2.7M | 2.85% | 18,056 | Added |
| 9 | IWM | ISHARES TR | $2.3M | 2.44% | 9,437 | Added |
| 10 | SLQD | ISHARES TR | $2.1M | 2.22% | 42,212 | Trimmed |
| 11 | IGE | ISHARES TR | $2.0M | 2.10% | 31,990 | Trimmed |
| 12 | DIA | STATE STR SPDR DOW JONES IND | $1.9M | 1.96% | 4,054 | Trimmed |
| 13 | IWP | ISHARES TR | $1.7M | 1.73% | 12,983 | Trimmed |
| 14 | IJH | ISHARES TR | $1.6M | 1.68% | 23,866 | Trimmed |
| 15 | SUB | ISHARES TR | $1.1M | 1.10% | 9,949 | Trimmed |
| 16 | IWR | ISHARES TR | $952,865 | 0.99% | 9,800 | Added |
| 17 | HDV | ISHARES TR | $837,453 | 0.87% | 6,170 | Added |
| 18 | XOM | EXXON MOBIL CORP | $751,326 | 0.78% | 4,428 | Added |
| 19 | IWO | ISHARES TR | $673,833 | 0.70% | 2,147 | Hold |
| 20 | IYR | ISHARES TR | $653,066 | 0.68% | 6,906 | Added |
| 21 | IWN | ISHARES TR | $646,490 | 0.67% | 3,410 | Added |
| 22 | IJJ | ISHARES TR | $606,061 | 0.63% | 4,574 | Added |
| 23 | TJX | TJX COS INC NEW | $574,920 | 0.60% | 3,600 | Hold |
| 24 | FLOT | ISHARES TR | $540,280 | 0.56% | 10,604 | Trimmed |
| 25 | EFA | ISHARES TR | $531,544 | 0.55% | 5,473 | Added |
Source: SEC Form 13F filings · as of 2026-03-31