American Wealth Advisors, LLC Top Holdings and 13F Report (2026) About American Wealth Advisors, LLCInvestment ActivityAmerican Wealth Advisors, LLC has $106.57 million in total holdings as of December 31, 2025.American Wealth Advisors, LLC owns shares of 42 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.31% of the portfolio was purchased this quarter.About 0.38% of the portfolio was sold this quarter.This quarter, American Wealth Advisors, LLC has purchased 41 new stocks and bought additional shares in 17 stocks.American Wealth Advisors, LLC sold shares of 18 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $28,034,649iShares S&P 500 Growth ETF $17,005,440iShares S&P 500 Value ETF $12,911,683iShares 1-3 Year Treasury Bond ETF $6,002,825Vanguard Total Stock Market ETF $4,332,522 Largest New Holdings this Quarter 458140100 - Intel $449,456 Holding Largest Purchases this Quarter iShares Core High Dividend ETF 24,874 shares (about $681.79K)Intel 3,219 shares (about $449.46K)iShares Select Dividend ETF 849 shares (about $132.70K)iShares 0-5 Year High Yield Corporate Bond ETF 1,268 shares (about $53.78K)Vanguard Total Stock Market ETF 68 shares (about $25.16K) Largest Sales this Quarter iShares Core S&P 500 ETF 178 shares (about $133.30K)iShares 1-3 Year Treasury Bond ETF 1,075 shares (about $88.27K)iShares U.S. Real Estate ETF 351 shares (about $35.89K)iShares S&P Mid-Cap 400 Value ETF 146 shares (about $21.57K)iShares Russell 2000 ETF 68 shares (about $20.43K) 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$28,034,649$133,302 â–¼-0.5%37,43526.3%ETFIVWiShares S&P 500 Growth ETF$17,005,440$9,352 â–¼-0.1%123,64916.0%ETFIVEiShares S&P 500 Value ETF$12,911,683$19,981 â–¼-0.2%56,86512.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$6,002,825$88,268 â–¼-1.4%73,1075.6%ETFVTIVanguard Total Stock Market ETF$4,332,522$25,163 â–²0.6%11,7084.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$3,711,197$5,619 â–¼-0.2%36,3273.5%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$3,624,439$53,776 â–²1.5%85,4623.4%ETFDVYiShares Select Dividend ETF$2,954,865$132,699 â–²4.7%18,9052.8%ETFIWMiShares Russell 2000 ETF$2,814,965$20,431 â–¼-0.7%9,3692.6%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$2,139,089$12,895 â–²0.6%42,4682.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,123,680$5,747 â–²0.3%4,0652.0%ETFIWPiShares Russell Mid-Cap Growth ETF$1,900,024$878 â–¼0.0%12,9771.8%ETFIJHiShares Core S&P Mid-Cap ETF$1,833,718$6,554 â–¼-0.4%23,7811.7%ETFIGEiShares North American Natural Resources ETF$1,786,703$10,506 â–¼-0.6%31,8031.7%ETFIWRiShares Russell Mid-Cap ETF$1,095,619$14,452 â–²1.3%9,9311.0%ETFSUBiShares Short-Term National Muni Bond ETF$1,059,636$319 â–²0.0%9,9521.0%ETFHDViShares Core High Dividend ETF$850,905$681,787 â–²403.1%31,0440.8%ETFIWOiShares Russell 2000 Growth ETF$845,8700.0%2,1470.8%ETFIWNiShares Russell 2000 Value ETF$752,795$1,549 â–¼-0.2%3,4030.7%ETFCSCOCisco Systems$725,103$17,854 â–¼-2.4%6,1730.7%TechnologyIYRiShares U.S. Real Estate ETF$670,290$35,892 â–¼-5.1%6,5550.6%ETFIJJiShares S&P Mid-Cap 400 Value ETF$654,196$21,570 â–¼-3.2%4,4280.6%ETFXOMExxonMobil$605,706$273 â–²0.0%4,4300.6%EnergyEFAiShares MSCI EAFE ETF$571,235$2,701 â–²0.5%5,4990.5%ETFQQQInvesco QQQ$561,6910.0%7630.5%ETFFLOTiShares Floating Rate Bond ETF$547,039$5,717 â–²1.1%10,7160.5%ETFTJXTJX Companies$545,4000.0%3,6000.5%Consumer DiscretionaryAAPLApple$533,176$579 â–²0.1%1,8430.5%TechnologyIWSiShares Russell Mid-Cap Value ETF$487,295$2,634 â–¼-0.5%2,9600.5%ETFDGROiShares Core Dividend Growth ETF$474,647$2,122 â–²0.4%6,2630.4%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$470,396$7,038 â–²1.5%5,8820.4%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$458,453$4,230 â–¼-0.9%3,9020.4%ETFINTCIntel$449,456$449,456 â–²New Holding3,2190.4%TechnologyICFiShares Select U.S. REIT ETF$432,755$8,656 â–¼-2.0%6,3990.4%ETFBRK.BBerkshire Hathaway$420,3280.0%8400.4%FinanceAMZNAmazon.com$362,2770.0%1,5200.3%Consumer DiscretionaryQUALiShares MSCI USA Quality Factor ETF$358,765$658 â–²0.2%1,6350.3%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$334,864$12,191 â–¼-3.5%3,8180.3%ETFIJRiShares Core S&P Small-Cap ETF$332,813$5,488 â–¼-1.6%2,2440.3%ETFJNJJohnson & Johnson$275,797$254 â–²0.1%1,0860.3%HealthcareTIPiShares TIPS Bond ETF$264,609$4,377 â–²1.7%2,4180.2%ETFMETAMeta Platforms$249,7830.0%4430.2%Communication ServicesShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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