American Wealth Advisors, LLC Top Holdings and 13F Report (2026) About American Wealth Advisors, LLCInvestment ActivityAmerican Wealth Advisors, LLC has $95.96 million in total holdings as of December 31, 2025.American Wealth Advisors, LLC owns shares of 41 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.33% of the portfolio was purchased this quarter.About 5.35% of the portfolio was sold this quarter.This quarter, American Wealth Advisors, LLC has purchased 134 new stocks and bought additional shares in 20 stocks.American Wealth Advisors, LLC sold shares of 16 stocks and completely divested from 93 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $24,569,477iShares S&P 500 Growth ETF $13,993,670iShares S&P 500 Value ETF $12,025,525iShares 1-3 Year Treasury Bond ETF $6,125,234iShares 0-5 Year TIPS Bond ETF $3,763,023 Largest Purchases this Quarter iShares Select Dividend ETF 4,602 shares (about $696.78K)iShares S&P 500 Value ETF 832 shares (about $175.68K)Vanguard Total Stock Market ETF 501 shares (about $160.72K)iShares 0-5 Year High Yield Corporate Bond ETF 1,911 shares (about $80.85K)Meta Platforms 124 shares (about $70.95K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,145 shares (about $747.93K)iShares S&P 500 Growth ETF 3,256 shares (about $368.29K)iShares 0-5 Year TIPS Bond ETF 1,573 shares (about $162.70K)iShares 1-3 Year Treasury Bond ETF 1,036 shares (about $85.54K)iShares Russell Mid-Cap Growth ETF 479 shares (about $61.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAmerican Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$24,569,477$747,934 ▼-3.0%37,61325.6%ETFIVWiShares S&P 500 Growth ETF$13,993,670$368,287 ▼-2.6%123,71714.6%ETFIVEiShares S&P 500 Value ETF$12,025,525$175,675 ▲1.5%56,95312.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$6,125,234$85,543 ▼-1.4%74,1826.4%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$3,763,023$162,697 ▼-4.1%36,3823.9%ETFVTIVanguard Total Stock Market ETF$3,734,206$160,725 ▲4.5%11,6403.9%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$3,562,261$80,855 ▲2.3%84,1943.7%ETFDVYiShares Select Dividend ETF$2,733,838$696,783 ▲34.2%18,0562.8%ETFIWMiShares Russell 2000 ETF$2,340,329$4,216 ▲0.2%9,4372.4%FinanceSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$2,131,260$3,585 ▼-0.2%42,2122.2%ManufacturingIGEiShares North American Natural Resources ETF$2,013,461$23,351 ▼-1.1%31,9902.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,877,724$5,095 ▼-0.3%4,0542.0%FinanceIWPiShares Russell Mid-Cap Growth ETF$1,663,397$61,370 ▼-3.6%12,9831.7%ETFIJHiShares Core S&P Mid-Cap ETF$1,611,649$33,022 ▼-2.0%23,8661.7%ETFSUBiShares Short-Term National Muni Bond ETF$1,059,606$1,704 ▼-0.2%9,9491.1%ETFIWRiShares Russell Mid-Cap ETF$952,865$18,085 ▲1.9%9,8001.0%ETFHDViShares Core High Dividend ETF$837,453$1,764 ▲0.2%6,1700.9%ETFXOMExxonMobil$751,326$170 ▲0.0%4,4280.8%EnergyIWOiShares Russell 2000 Growth ETF$673,8330.0%2,1470.7%ETFIYRiShares U.S. Real Estate ETF$653,066$95 ▲0.0%6,9060.7%ETFIWNiShares Russell 2000 Value ETF$646,490$1,706 ▲0.3%3,4100.7%ETFIJJiShares S&P Mid-Cap 400 Value ETF$606,061$1,988 ▲0.3%4,5740.6%ETFTJXTJX Companies$574,9200.0%3,6000.6%Retail/WholesaleFLOTiShares Floating Rate Bond ETF$540,280$48,913 ▼-8.3%10,6040.6%ETFEFAiShares MSCI EAFE ETF$531,544$40,791 ▲8.3%5,4730.6%FinanceCSCOCisco Systems$490,753$233 ▲0.0%6,3250.5%Computer and TechnologyAAPLApple$467,211$508 ▲0.1%1,8410.5%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$460,947$12,888 ▼-2.7%5,7940.5%ETFQQQInvesco QQQ$440,246$577 ▲0.1%7630.5%FinanceDGROiShares Core Dividend Growth ETF$437,603$59,236 ▼-11.9%6,2350.5%ETFIWSiShares Russell Mid-Cap Value ETF$433,783$14,430 ▼-3.2%2,9760.5%ETFICFiShares Select U.S. REIT ETF$403,950$29,831 ▼-6.9%6,5270.4%ETFBRK.BBerkshire Hathaway$402,5280.0%8400.4%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$396,196$402 ▲0.1%3,9380.4%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$361,522$22,841 ▲6.7%3,9570.4%ETFAMZNAmazon.com$316,5700.0%1,5200.3%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$313,050$575 ▲0.2%1,6320.3%ETFIJRiShares Core S&P Small-Cap ETF$283,588$4,476 ▼-1.6%2,2810.3%ETFJNJJohnson & Johnson$265,201$244 ▲0.1%1,0850.3%MedicalTIPiShares TIPS Bond ETF$262,4630.0%2,3780.3%ETFMETAMeta Platforms$253,466$70,948 ▲38.9%4430.3%Computer and TechnologyMSFTMicrosoft$0$253,912 ▼-100.0%00.0%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$0$197,476 ▼-100.0%00.0%ETFACWIiShares MSCI ACWI ETF$0$161,280 ▼-100.0%00.0%ManufacturingPFFiShares Preferred and Income Securities ETF$0$160,800 ▼-100.0%00.0%ETFGLDSPDR Gold Shares$0$158,524 ▼-100.0%00.0%FinanceVVVanguard Large-Cap ETF$0$138,443 ▼-100.0%00.0%ETFIUSGiShares Core S&P U.S. Growth ETF$0$133,060 ▼-100.0%00.0%ManufacturingBACBank of America$0$120,802 ▼-100.0%00.0%FinanceINTCIntel$0$118,778 ▼-100.0%00.0%Computer and TechnologyOZKBank OZK$0$115,382 ▼-100.0%00.0%FinanceMRKMerck & Co., Inc.$0$106,622 ▼-100.0%00.0%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$103,535 ▼-100.0%00.0%FinanceSPYSPDR S&P 500 ETF Trust$0$102,523 ▼-100.0%00.0%FinanceTSLATesla$0$99,388 ▼-100.0%00.0%Auto/Tires/TrucksIEFAiShares Core MSCI EAFE ETF$0$80,531 ▼-100.0%00.0%ETFSLViShares Silver Trust$0$77,175 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$73,569 ▼-100.0%00.0%FinancePGProcter & Gamble$0$70,265 ▼-100.0%00.0%Consumer StaplesMUBiShares National Muni Bond ETF$0$66,993 ▼-100.0%00.0%ETFCVXChevron$0$65,745 ▼-100.0%00.0%EnergyFXIiShares China Large-Cap ETF$0$63,159 ▼-100.0%00.0%ETFETEnergy Transfer$0$56,382 ▼-100.0%00.0%EnergyAVYAvery Dennison$0$54,683 ▼-100.0%00.0%IndustrialsVOOVanguard S&P 500 ETF$0$50,234 ▼-100.0%00.0%ETFVOVanguard Mid-Cap ETF$0$48,805 ▼-100.0%00.0%ETFIUSViShares Core S&P U.S. Value ETF$0$48,524 ▼-100.0%00.0%ManufacturingKRKroger$0$48,358 ▼-100.0%00.0%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$0$44,184 ▼-100.0%00.0%ETFIBMInternational Business Machines$0$42,208 ▼-100.0%00.0%Computer and TechnologyMFCManulife Financial$0$41,806 ▼-100.0%00.0%FinanceEPPiShares MSCI Pacific ex Japan ETF$0$39,280 ▼-100.0%00.0%FinanceVTVVanguard Value ETF$0$36,161 ▼-100.0%00.0%ETFCARAvis Budget Group$0$32,426 ▼-100.0%00.0%TransportationAMGNAmgen$0$27,821 ▼-100.0%00.0%MedicalVEAVanguard FTSE Developed Markets ETF$0$25,641 ▼-100.0%00.0%ETFSYKStryker$0$21,034 ▼-100.0%00.0%MedicalFDVVFidelity High Dividend ETF$0$20,916 ▼-100.0%00.0%ETFDHRDanaher$0$20,557 ▼-100.0%00.0%MedicalVOTVanguard Mid-Cap Growth ETF$0$19,433 ▼-100.0%00.0%ETFHDHome Depot$0$19,323 ▼-100.0%00.0%Retail/WholesaleIJTiShares S&P Small-Cap 600 Growth ETF$0$18,767 ▼-100.0%00.0%ETFNVDANVIDIA$0$18,659 ▼-100.0%00.0%Computer and TechnologyBOTZGlobal X Robotics & Artificial Intelligence ETF$0$18,222 ▼-100.0%00.0%ManufacturingGOOGLAlphabet$0$14,190 ▼-100.0%00.0%Computer and TechnologySPGSimon Property Group$0$12,725 ▼-100.0%00.0%FinanceCVSCVS Health$0$12,365 ▼-100.0%00.0%MedicalLAMRLamar Advertising$0$11,884 ▼-100.0%00.0%FinanceTAT&T$0$11,826 ▼-100.0%00.0%Computer and TechnologyXNCRXencor$0$11,329 ▼-100.0%00.0%MedicalBXBlackstone$0$11,276 ▼-100.0%00.0%FinanceTGTTarget$0$10,969 ▼-100.0%00.0%Retail/WholesaleVUGVanguard Growth ETF$0$10,837 ▼-100.0%00.0%ETFETNEaton$0$10,630 ▼-100.0%00.0%IndustrialsVZVerizon Communications$0$10,435 ▼-100.0%00.0%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$0$10,093 ▼-100.0%00.0%FinanceXLEEnergy Select Sector SPDR Fund$0$8,429 ▼-100.0%00.0%ETFEFViShares MSCI EAFE Value ETF$0$8,238 ▼-100.0%00.0%ETFCMCSAComcast$0$7,293 ▼-100.0%00.0%Consumer DiscretionaryTMUST-Mobile US$0$7,148 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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