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American Financial Advisors, LLC Top Holdings and 13F Report (2026)

About American Financial Advisors, LLC

Investment Activity

  • American Financial Advisors, LLC has $749.50 million in total holdings as of March 31, 2026.
  • American Financial Advisors, LLC owns shares of 159 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 0.66% of the portfolio was purchased this quarter.
  • About 2.02% of the portfolio was sold this quarter.
  • This quarter, American Financial Advisors, LLC has purchased 160 new stocks and bought additional shares in 60 stocks.
  • American Financial Advisors, LLC sold shares of 79 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

78463V107 - SPDR Gold Shares
$307,228 Holding
46428Q109 - iShares Silver Trust
$288,096 Holding
14020W106 - Capital Group Dividend Value ETF
$260,275 Holding
166764100 - Chevron
$255,045 Holding
921937835 - Vanguard Total Bond Market ETF
$218,014 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF
24,305 shares (about $1.23M)
Vanguard Short-Term Corporate Bond ETF
8,520 shares (about $675.38K)
SPDR Gold Shares
714 shares (about $307.23K)
iShares Silver Trust
4,228 shares (about $288.10K)
Capital Group Dividend Value ETF
6,118 shares (about $260.28K)

Largest Sales this Quarter

Schwab US Dividend Equity ETF
36,884 shares (about $1.13M)
Invesco QQQ
1,745 shares (about $1.01M)
Vanguard Small-Cap Growth ETF
3,232 shares (about $976.87K)
Vanguard Dividend Appreciation ETF
4,410 shares (about $948.41K)
iShares Russell 1000 ETF
2,651 shares (about $945.24K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmerican Financial Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco QQQ stock logo
QQQ
Invesco QQQ
$73,827,796$1,007,181 â–¼-1.3%127,9119.9%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$42,189,733$1,131,601 â–¼-2.6%1,375,1545.6%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$40,092,363$266,441 â–¼-0.7%453,2265.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$38,625,330$945,238 â–¼-2.4%108,3285.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$37,868,812$544,372 â–¼-1.4%79,0255.1%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$37,221,885$948,413 â–¼-2.5%173,0775.0%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$35,578,534$976,874 â–¼-2.7%117,7124.7%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$34,390,960$6,454 â–¼0.0%415,6014.6%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$34,181,923$675,380 â–²2.0%431,2094.6%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$33,479,953$703,213 â–¼-2.1%360,9314.5%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$23,826,717$132,677 â–¼-0.6%82,9683.2%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$23,617,316$560,955 â–¼-2.3%249,7073.2%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$23,530,878$554,772 â–¼-2.3%160,5003.1%ETF
CAPITAL GRP FIXED INCM ETF T
$18,158,916$511,151 â–¼-2.7%691,5052.4%CORE BOND ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$17,122,875$45,427 â–¼-0.3%343,7642.3%Manufacturing
VanEck Fallen Angel High Yield Bond ETF stock logo
ANGL
VanEck Fallen Angel High Yield Bond ETF
$14,180,207$114,593 â–¼-0.8%493,7401.9%Manufacturing
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$13,822,658$211,707 â–¼-1.5%204,6891.8%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$12,560,541$22,377 â–²0.2%200,3921.7%Manufacturing
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$12,037,281$51,368 â–²0.4%261,2821.6%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$11,672,2600.0%12,6901.6%Medical
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$11,331,565$82,413 â–¼-0.7%389,6691.5%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$10,807,391$1,230,074 â–²12.8%213,5431.4%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$9,746,817$185,042 â–¼-1.9%238,7171.3%ETF
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$8,792,340$381,596 â–¼-4.2%132,2551.2%Transportation
Apple Inc. stock logo
AAPL
Apple
$7,493,733$391,856 â–¼-5.0%29,5271.0%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,415,810$46,837 â–²0.9%16,8820.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,210,186$364,063 â–¼-6.5%25,0160.7%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,495,915$189,211 â–¼-4.0%15,6350.6%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,983,793$104,510 â–¼-2.6%6,0990.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,667,019$27,381 â–¼-0.7%21,0260.5%Computer and Technology
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$3,572,902$98,609 â–¼-2.7%27,9720.5%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$3,111,430$43,514 â–¼-1.4%32,0340.4%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,006,444$19,728 â–¼-0.7%55,6230.4%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$2,825,804$130,425 â–²4.8%36,9190.4%ETF
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$2,690,413$76,956 â–¼-2.8%10,5930.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$2,603,611$4,604 â–²0.2%105,1960.3%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$2,436,027$228,721 â–¼-8.6%31,0680.3%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,242,847$235,451 â–²11.7%87,4750.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$2,172,365$145,044 â–²7.2%6,6050.3%Retail/Wholesale
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$2,042,323$5,168 â–²0.3%52,5560.3%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$1,993,873$56,438 â–²2.9%41,2640.3%ETF
Welltower Inc. stock logo
WELL
Welltower
$1,947,663$118,232 â–¼-5.7%9,8510.3%Finance
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$1,889,314$18,641 â–²1.0%27,6700.3%Manufacturing
Southern Copper Corporation stock logo
SCCO
Southern Copper
$1,812,612$17,034 â–²0.9%10,5350.2%Basic Materials
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,759,741$32,516 â–¼-1.8%2,7060.2%Finance
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$1,709,854$35,046 â–¼-2.0%39,2260.2%Manufacturing
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$1,648,911$9,776 â–¼-0.6%36,4320.2%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$1,585,748$2,275 â–¼-0.1%8,3640.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,575,168$53,211 â–¼-3.3%2,7530.2%Computer and Technology
Capital Group Municipal Income ETF stock logo
CGMU
Capital Group Municipal Income ETF
$1,566,710$62,146 â–²4.1%57,7060.2%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$1,562,739$49,185 â–¼-3.1%6,5770.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,542,509$9,254 â–¼-0.6%4,1670.2%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,449,050$1,282 â–²0.1%6,7820.2%ETF
SPDR Dow Jones REIT ETF stock logo
RWR
SPDR Dow Jones REIT ETF
$1,447,503$99,859 â–¼-6.5%14,3360.2%ETF
JPMorgan U.S. Quality Factor ETF stock logo
JQUA
JPMorgan U.S. Quality Factor ETF
$1,445,038$92,591 â–²6.8%23,5660.2%ETF
DNP Select Income Fund Inc. stock logo
DNP
DNP Select Income Fund
$1,416,321$93,854 â–¼-6.2%137,5070.2%Finance
GE Aerospace stock logo
GE
GE Aerospace
$1,228,945$568 â–²0.0%4,3310.2%Aerospace
Tesla, Inc. stock logo
TSLA
Tesla
$1,144,247$117,473 â–¼-9.3%3,0780.2%Auto/Tires/Trucks
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,141,599$16,867 â–¼-1.5%2,9780.2%Manufacturing
CocaCola Company (The) stock logo
KO
CocaCola
$1,076,8280.0%14,1590.1%Consumer Staples
CAPITAL GROUP INTERNATIONAL
$1,025,895$187,498 â–¼-15.5%30,3340.1%SHS
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,022,846$21,229 â–¼-2.0%20,7180.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,018,771$73,437 â–¼-6.7%4,6890.1%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,007,145$32,995 â–²3.4%11,3550.1%ETF
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$963,165$128,942 â–¼-11.8%27,0630.1%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$918,775$15,722 â–¼-1.7%8,1230.1%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$914,620$51,300 â–¼-5.3%12,3020.1%ETF
GE VERNOVA INC
$878,215$873 â–¼-0.1%1,0060.1%COM
Alphabet Inc. stock logo
GOOG
Alphabet
$875,198$574 â–²0.1%3,0510.1%Computer and Technology
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$874,459$15,686 â–¼-1.8%9,3100.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$873,005$20,337 â–¼-2.3%3,5200.1%Finance
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$854,750$7,424 â–¼-0.9%32,1210.1%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$839,951$51,156 â–²6.5%25,1710.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$754,793$3,178 â–²0.4%3,0880.1%Medical
FIRST TR EXCHANGE-TRADED FD
$737,685$854,833 â–¼-53.7%37,6750.1%VEST INVESTMENT
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$667,332$13,025 â–¼-1.9%5,0210.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$620,373$175,432 â–²39.4%8,0450.1%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$618,269$76,614 â–²14.1%21,2240.1%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$590,888$25,604 â–¼-4.2%5,3540.1%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$589,185$1,163 â–²0.2%12,1580.1%ETF
ProShares UltraPro S&P 500 stock logo
UPRO
ProShares UltraPro S&P 500
$577,7490.0%5,9570.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$539,837$2,648 â–²0.5%1,8350.1%Finance
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$538,949$970 â–²0.2%3,3320.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$523,512$1,707 â–²0.3%6,7470.1%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$516,115$44,606 â–²9.5%9,1060.1%ETF
First Trust Senior Loan ETF stock logo
FTSL
First Trust Senior Loan ETF
$514,611$72,530 â–¼-12.4%11,4870.1%Manufacturing
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$511,406$2,080 â–¼-0.4%6,1460.1%ETF
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$511,304$26,418 â–¼-4.9%1,8580.1%Consumer Discretionary
Yandex stock logo
YNDX
Yandex
$499,146$10,375 â–¼-2.0%4,8110.1%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$478,239$2,602 â–²0.5%4,9620.1%Consumer Discretionary
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$477,764$42,100 â–¼-8.1%9,0900.1%Manufacturing
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$463,020$4,803 â–²1.0%20,7260.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$449,901$309 â–²0.1%1,4540.1%Computer and Technology
ARK ETF TR
$448,209$15,411 â–¼-3.3%6,6310.1%INNOVATION ETF
CorMedix Inc stock logo
CRMD
CorMedix
$439,701$99,813 â–²29.4%64,7570.1%Medical
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$433,933$2,036 â–²0.5%2,5580.1%Energy
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$428,779$863 â–²0.2%6,9560.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$424,556$3,396 â–¼-0.8%4,0000.1%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$411,235$713 â–²0.2%12,1060.1%ETF
First Trust NYSE Arca Biotechnology Index Fund stock logo
FBT
First Trust NYSE Arca Biotechnology Index Fund
$404,288$12,452 â–²3.2%2,0130.1%ETF

Showing largest 100 holdings. View all holdings.
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