Q2 2026 13F · SEC CIK 1767898

American Financial Advisors, LLC

Wealth managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $831.1M
Reported positions: 169
Top holdings a year, 3 yrs: +12.0%
Assets under management: $1.3B

American Financial Advisors, LLC is a wealth manager that reported 169 positions worth $831.1M in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Invesco Qqq Tr (QQQ, 10.6%), Vanguard Whitehall Fds (VIGI, 5.3%), Ishares Russell 1000 ETF (IWB, 5.2%). A portfolio copying its top holdings returned 12.0% a year over the last 3 years, against 20.4% for the S&P 500.

American Financial Advisors, LLC holdings largest 50 of 169 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

American Financial Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
QQQInvesco Qqq Tr	10.6%	9.8%	120,032	-6.2%	$88.4M
VIGIVanguard Whitehall Fds	5.3%	5.3%	467,369	+3.1%	$43.6M
IWBIshares Russell 1000 ETF	5.2%	5.2%	105,848	-2.3%	$43.3M
VBKVanguard Small Cap Growth ETF	5.0%	4.7%	114,217	-3.0%	$41.8M
BRK-BBerkshire Hathaway Inc Del	4.9%	5.1%	82,084	+3.9%	$41.1M
VIGVanguard Dividend Appreciation ETF	4.8%	5.0%	169,693	-2.0%	$40.2M
VCITVanguard Scottsdale Fds	4.3%	4.6%	436,396	+5.0%	$36.1M
VCSHVanguard Scottsdale Fds	4.3%	4.6%	450,216	+4.4%	$35.6M
FTCSFirst Trust Capital Strength ETF	4.2%	4.5%	372,428	+3.2%	$35.0M
SCHDSchwab Strategic Tr	3.5%	5.6%	930,420	-32.3%	$29.5M
VOVanguard Index Fds	3.3%	3.2%	341,288	+311.3%	$27.5M
XLVSelect Sector Spdr Tr	3.1%	3.1%	164,162	+2.3%	$26.0M
CGCBCapital Grp Fixed Incm ETF T	2.2%	2.4%	701,386	+1.4%	$18.4M
CIBRFirst Tr Exchange-Traded Fd	2.1%	1.7%	198,104	-1.1%	$17.8M
SLYVSpdr Series Trust	2.1%	3.2%	161,395	-35.4%	$17.6M
LMBSFirst Tr Exchange-Traded Fd	2.0%	2.3%	341,860	-0.6%	$17.0M
LLYLilly Eli & Co	1.8%	1.6%	12,501	-1.5%	$15.0M
IJHIshares Tr	1.8%	1.8%	194,164	-5.1%	$15.0M
SCHASchwab U.s. Small-Cap ETF	1.6%	1.5%	374,988	-3.8%	$13.5M
JPIEJpmorgan Income ETF	1.6%	1.6%	286,634	+9.7%	$13.2M
GRNJTidal Trust III	1.5%	—	399,037	—	$12.5M
DALDelta Air Lines Inc Com New	1.5%	1.2%	129,104	-2.4%	$12.1M
GRNYFundstrat Granny Sht US Lg Cp ETF	1.3%	—	385,033	—	$10.6M
XLRESelect Sector Spdr Tr	1.3%	1.3%	241,154	+1.0%	$10.6M
JPSTJ P Morgan Exchange Traded Fd	1.3%	1.4%	208,413	-2.4%	$10.5M
ANGLVaneck ETF Trust	1.1%	1.9%	313,910	-36.4%	$9.2M
AAPLApple Inc	1.0%	1.0%	28,289	-4.2%	$8.2M
VTIVanguard Index Fds	0.7%	0.7%	16,738	-0.9%	$6.2M
AMZNAmazon Com Inc Com	0.7%	0.7%	24,121	-3.6%	$5.7M
GOOGLAlphabet Inc	0.7%	0.6%	15,360	-1.8%	$5.5M
IVVIshares Core S&p 500 ETF	0.5%	0.5%	5,938	-2.6%	$4.4M
NVDANvidia Corporation Com	0.5%	0.5%	19,754	-6.0%	$4.0M
XBISpdr Series Trust	0.5%	0.5%	24,664	-11.8%	$3.9M
VWOVanguard Intl Equity Index F	0.4%	0.4%	55,127	-0.9%	$3.3M
EFAiShs MSCI EAFE	0.4%	0.4%	31,348	-2.1%	$3.3M
SPLGSpdr Series Trust	0.4%	0.4%	36,840	-0.2%	$3.2M
XARState Street Spdr S&p Aerospace & Defens	0.3%	0.4%	10,003	-5.6%	$2.8M
SCHFSchwab Intl Equity	0.3%	0.3%	101,777	-3.3%	$2.8M
SCHXSchwab Stratgc Tr	0.3%	0.3%	84,350	-3.6%	$2.5M
SPSMSpdr Series Trust	0.3%	0.3%	41,823	+1.4%	$2.4M
DFACDimensional U.s. Core Equity 2	0.3%	0.3%	52,685	+0.2%	$2.3M
HDHome Depot Inc Com	0.3%	0.3%	6,540	-1.0%	$2.3M
RDVYFirst Trust Rising Dividend Achievers Et	0.3%	0.3%	27,399	-1.0%	$2.2M
WELLWelltower Inc	0.3%	0.3%	9,594	-2.6%	$2.2M
SCZIshares Msci Eafe Small Cap	0.3%	0.3%	25,551	-17.8%	$2.1M
QQQMInvesco Nasdaq 100 ETF	0.2%	—	6,739	—	$2.0M
RYTInvesco S&p 500 Equal Weight Technology	0.2%	0.2%	31,641	-13.2%	$2.0M
SPYSpdr S&p 500 ETF Tr	0.2%	0.2%	2,706	+0.0%	$2.0M
SMHVaneck Semiconductor ETF	0.2%	—	2,931	—	$1.9M
SCCOSouthern Copper Corp	0.2%	0.2%	10,652	+1.1%	$1.9M

What American Financial Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.1% /yr; S&P 500 +20.1%
3 years: +12.0% /yr; S&P 500 +20.4%
5 years: +4.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$831.1M	169
Q1 2026	$749.5M	159
Q4 2025	$774.7M	160
Q3 2025	$776.3M	158
Q2 2025	$716.0M	161
Q1 2025	$689.3M	147
Q4 2024	$709.6M	150
Q3 2024	$732.5M	146
Q2 2024	$703.0M	145
Q1 2024	$709.8M	151
Q4 2023	$675.9M	145
Q3 2023	$634.7M	134

Questions about American Financial Advisors, LLC's portfolio

What stocks does American Financial Advisors, LLC own?

American Financial Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 169 positions worth $831.1M. The largest are Invesco Qqq Tr (QQQ) at 10.6%, Vanguard Whitehall Fds (VIGI) at 5.3%, Ishares Russell 1000 ETF (IWB) at 5.2%, Vanguard Small Cap Growth ETF (VBK) at 5.0% and Berkshire Hathaway Inc Del (BRK-B) at 4.9%.

What did American Financial Advisors, LLC buy last quarter?

In Q2 2026, American Financial Advisors, LLC added Vanguard Index Fds (VO) (+311.3% shares), Jpmorgan Income ETF (JPIE) (+9.7% shares) and Vanguard Scottsdale Fds (VCIT) (+5.0% shares), compared with its Q1 2026 filing.

What did American Financial Advisors, LLC sell last quarter?

In Q2 2026, American Financial Advisors, LLC cut from its top 50 First Tr Exchng Traded Fd Vi (FIXD), cut from its top 50 Ishares Russell 2000 Value ETF (IWN), cut from its top 50 Meta Platforms Inc Class A (META), cut from its top 50 Capital Grp Fixed Incm ETF T (CGMU), Vaneck ETF Trust (ANGL) (-36.4% shares), Spdr Series Trust (SLYV) (-35.4% shares) and Schwab Strategic Tr (SCHD) (-32.3% shares), compared with its Q1 2026 filing.

How has American Financial Advisors, LLC's portfolio performed?

A portfolio copying American Financial Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.1% against +20.1%. Over 5 years: +4.0% a year against +11.6%.

When is American Financial Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. American Financial Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does American Financial Advisors, LLC manage?

American Financial Advisors, LLC reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $831.1M.