American Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, American Financial Advisors, LLC held in its portfolio 154 assets valued at $774,711,101 (i.e. $774.71M).
The most valuable assets in the portfolio included: INVESCO QQQ TR ($79.65M), VANGUARD WHITEHALL FDS ($41.72M), and ISHARES TR ($41.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 154 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
American Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TR | 129656 | 79649071 | UNIT SER 1 |
| VANGUARD WHITEHALL FDS | 456238 | 41723009 | INTL DVD ETF |
| ISHARES TR | 110979 | 41443904 | RUS 1000 ETF |
| BERKSHIRE HATHAWAY INC DEL | 80161 | 40293011 | CL B NEW |
| VANGUARD SPECIALIZED FUNDS | 177487 | 39008038 | DIV APP ETF |
| SCHWAB STRATEGIC TR | 1412038 | 38732207 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 120944 | 36538371 | SML CP GRW ETF |
| SPDR SERIES TRUST | 387871 | 35799275 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 415679 | 34813145 | INT-TERM CORP |
| FIRST TR EXCHANGE-TRADED FD | 368512 | 34091640 | CAP STRENGTH ETF |
| VANGUARD SCOTTSDALE FDS | 422689 | 33701026 | SHRT TRM CORP BD |
| SELECT SECTOR SPDR TR | 164284 | 25431224 | STATE STREET HEA |
| VANGUARD INDEX FDS | 83430 | 24213036 | MID CAP ETF |
| CAPITAL GRP FIXED INCM ETF T | 710970 | 18854923 | CORE BOND ETF |
| FIRST TR EXCHANGE-TRADED FD | 344676 | 17230340 | FST LOW OPPT EFT |
| VANECK ETF TRUST | 497730 | 14615852 | FALLEN ANGEL HG |
| FIRST TR EXCHANGE TRADED FD | 200035 | 14292531 | NASDAQ CYB ETF |
| ISHARES TR | 207824 | 13716361 | CORE S&P MCP ETF |
| ELI LILLY & CO | 12690 | 13637838 | COM |
| J P MORGAN EXCHANGE TRADED F | 260167 | 12043122 | INCOME ETF |
| SCHWAB STRATEGIC TR | 392503 | 11178472 | US SML CAP ETF |
| SELECT SECTOR SPDR TR | 243249 | 9815094 | STATE STREET REA |
| DELTA AIR LINES INC DEL | 137995 | 9576886 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 189238 | 9573555 | ULTRA SHRT ETF |
| APPLE INC | 31071 | 8447059 | COM |
| AMAZON COM INC | 26764 | 6177781 | COM |
| VANGUARD INDEX FDS | 16736 | 5610966 | TOTAL STK MKT |
| ALPHABET INC | 16293 | 5099587 | CAP STK CL A |
| ISHARES TR | 6259 | 4287155 | CORE S&P500 ETF |
| NVIDIA CORPORATION | 21183 | 3950720 | COM |
| ISHARES TR | 32482 | 3119279 | MSCI EAFE ETF |
| VANGUARD INTL EQUITY INDEX F | 55988 | 3009904 | FTSE EMR MKT ETF |
| ISHARES TR | 33985 | 2634854 | EAFE SML CP ETF |
| SCHWAB STRATEGIC TR | 105010 | 2524435 | INTL EQTY ETF |
| HOME DEPOT INC | 6164 | 2120949 | COM |
| SCHWAB STRATEGIC TR | 78292 | 2106838 | US LRG CAP ETF |
| DIMENSIONAL ETF TRUST | 52423 | 2075429 | US CORE EQUITY 2 |
| MICROSOFT CORP | 4192 | 2027472 | COM |
| WELLTOWER INC | 10449 | 1939474 | COM |
| FIRST TR EXCHANGE TRADED FD | 27397 | 1903236 | RISNG DIVD ACHIV |
| SPDR S&P 500 ETF TR | 2756 | 1879695 | TR UNIT |
| META PLATFORMS INC | 2846 | 1878855 | CL A |
| FIRST TR EXCHNG TRADED FD VI | 40030 | 1774149 | SMITH OPPORT FXD |
| INVESCO EXCH TRADED FD TR II | 6784 | 1715789 | NASDAQ 100 ETF |
| INVESCO EXCHANGE TRADED FD T | 36648 | 1667859 | S&P500 EQL TEC |
| FIRST TR EXCHANGE-TRADED FD | 81333 | 1636415 | VEST INVESTMENT |
| TESLA INC | 3394 | 1526350 | COM |
| ISHARES TR | 8376 | 1517869 | RUS 2000 VAL ETF |
| CAPITAL GRP FIXED INCM ETF T | 55417 | 1517320 | MUNICIPAL INCOME |
| SOUTHERN COPPER CORP | 10436 | 1497252 | COM |
| DNP SELECT INCOME FD INC | 146619 | 1464720 | COM |
| ISHARES TR | 6776 | 1425299 | RUS 1000 VAL ETF |
| J P MORGAN EXCHANGE TRADED F | 22056 | 1393504 | US QUALTY FCTR |
| GE AEROSPACE | 4329 | 1333357 | COM NEW |
| CAPITAL GROUP INTERNATIONAL | 35878 | 1249271 | SHS |
| T ROWE PRICE ETF INC | 30686 | 1172811 | CAP APPRECIATION |
| SELECT SECTOR SPDR TR | 21148 | 1158266 | STATE STREET FIN |
| VANECK ETF TRUST | 3022 | 1088445 | SEMICONDUCTR ETF |
| VANGUARD INDEX FDS | 5027 | 1064566 | SM CP VAL ETF |
| ISHARES TR | 8262 | 1018433 | S&P 500 GRWT ETF |
| COCA COLA CO | 14159 | 989889 | COM |
| VANGUARD INDEX FDS | 10983 | 971893 | REAL ESTATE ETF |
| ALPHABET INC | 3049 | 956831 | CAP STK CL C |
| ISHARES TR | 12992 | 927745 | EAFE VALUE ETF |
| ISHARES TR | 9477 | 912405 | JPMORGAN USD EMG |
| ISHARES TR | 3602 | 886703 | RUSSELL 2000 ETF |
| SCHWAB STRATEGIC TR | 32400 | 858287 | US TIPS ETF |
| CAPITAL GROUP GBL GROWTH EQT | 23638 | 819065 | SHS CREATION UNI |
| SELECT SECTOR SPDR TR | 5119 | 736960 | STATE STREET TEC |
| PROSHARES TR | 5957 | 689629 | ULTRPRO S&P500 |
| GE VERNOVA INC | 1007 | 658189 | COM |
| JOHNSON & JOHNSON | 3075 | 636428 | COM |
| VANGUARD WHITEHALL FDS | 4359 | 625657 | HIGH DIV YLD |
| ISHARES TR | 5586 | 613984 | TIPS BD ETF |
| SCHWAB STRATEGIC TR | 18594 | 606521 | US LCAP GR ETF |
| FIRST TR EXCHANGE-TRADED FD | 13106 | 601315 | SENIOR LN FD |
| JPMORGAN CHASE & CO. | 1826 | 588517 | COM |
| CORMEDIX INC | 50057 | 582163 | COM |
| DIMENSIONAL ETF TRUST | 12134 | 565346 | US MKTWIDE VALUE |
| DISNEY WALT CO | 4935 | 561444 | COM |
| ROYAL CARIBBEAN GROUP | 1954 | 545023 | COM |
| ARK ETF TR | 6859 | 527570 | INNOVATION ETF |
| ISHARES TR | 9891 | 523047 | ISHS 1-5YR INVS |
| CISCO SYS INC | 6725 | 518006 | COM |
| SELECT SECTOR SPDR TR | 3326 | 515922 | STATE STREET IND |
| ISHARES TR | 6171 | 510004 | RESIDENTIAL MULT |
| BROADCOM INC | 1453 | 502991 | COM |
| ORACLE CORP | 2458 | 479090 | COM |
| J P MORGAN EXCHANGE TRADED F | 8319 | 476155 | EQUITY PREMIUM |
| CAPITAL GRP FIXED INCM ETF T | 20511 | 464367 | CORE PLUS INCM |
| CROWDSTRIKE HLDGS INC | 975 | 457041 | CL A |
| ISHARES TR | 6942 | 451901 | US HLTHCARE ETF |
| PALANTIR TECHNOLOGIES INC | 2460 | 437265 | CL A |
| UBER TECHNOLOGIES INC | 5346 | 436822 | COM |
| VANGUARD STAR FDS | 5770 | 435288 | VG TL INTL STK F |
| ISHARES TR | 4032 | 431893 | NATIONAL MUN ETF |
| NEBIUS GROUP N.V. | 4911 | 411040 | SHS CLASS A |
| BOEING CO | 1884 | 408959 | COM |
| FIRST TR EXCHANGE-TRADED FD | 1951 | 402933 | NY ARCA BIOTECH |
| VANGUARD CHARLOTTE FDS | 8313 | 401688 | TOTAL INT BD ETF |
| DIMENSIONAL ETF TRUST | 12085 | 395540 | WORLD EX US CORE |
| CARNIVAL CORP | 12411 | 379032 | UNIT 99/99/9999 |
| ISHARES TR | 3932 | 378143 | 7-10 YR TRSY BD |
| ABBVIE INC | 1648 | 376615 | COM |
| SCHWAB STRATEGIC TR | 13601 | 356747 | US BRD MKT ETF |
| SOUTHERN CO | 4086 | 356263 | COM |
| INVESCO EXCH TRADED FD TR II | 7675 | 355893 | S&P SMLCP LOW |
| MGM RESORTS INTERNATIONAL | 9228 | 336734 | COM |
| FIRST TR EXCHNG TRADED FD VI | 8453 | 335737 | FT VEST U.S EQT |
| SCHWAB STRATEGIC TR | 11073 | 332970 | US MID-CAP ETF |
| ISHARES TR | 4108 | 331216 | IBOXX HI YD ETF |
| AFLAC INC | 2813 | 310216 | COM |
| MARVELL TECHNOLOGY INC | 3621 | 307746 | COM |
| EXXON MOBIL CORP | 2546 | 306425 | COM |
| VANGUARD INDEX FDS | 484 | 303364 | S&P 500 ETF SHS |
| VANGUARD MUN BD FDS | 5997 | 301570 | TAX EXEMPT BD |
| SELECT SECTOR SPDR TR | 7061 | 301436 | STATE STREET UTI |
| FIRST TR EXCHANGE-TRADED FD | 7673 | 294042 | SMID RISNG ETF |
| GOLDMAN SACHS GROUP INC | 334 | 293350 | COM |
| FIRST TR EXCHANGE-TRADED FD | 6811 | 293096 | SSI STRG ETF |
| VANGUARD WORLD FD | 388 | 292548 | INF TECH ETF |
| ISHARES TR | 3447 | 291741 | CORE MSCI TOTAL |
| DIMENSIONAL ETF TRUST | 4175 | 290863 | US SMALL CAP ETF |
| VERIZON COMMUNICATIONS INC | 6942 | 282759 | COM |
| VANGUARD INDEX FDS | 570 | 278173 | GROWTH ETF |
| FASTENAL CO | 6853 | 274996 | COM |
| ALIBABA GROUP HLDG LTD | 1865 | 273335 | SPONSORED ADS |
| AMGEN INC | 815 | 266665 | COM |
| MICRON TECHNOLOGY INC | 925 | 263980 | COM |
| ADVANCED MICRO DEVICES INC | 1218 | 260847 | COM |
| AMERICAN EXPRESS CO | 705 | 260680 | COM |
| ISHARES TR | 1843 | 260165 | SELECT DIVID ETF |
| ISHARES TR | 753 | 258377 | S&P 100 ETF |
| RTX CORPORATION | 1386 | 254157 | COM |
| UNITEDHEALTH GROUP INC | 766 | 252865 | COM |
| VANECK ETF TRUST | 2431 | 251715 | MRNGSTR WDE MOAT |
| DIMENSIONAL ETF TRUST | 3351 | 248510 | US EQUITY MARKET |
| PROCTER AND GAMBLE CO | 1730 | 247985 | COM |
| PEPSICO INC | 1660 | 238186 | COM |
| ISHARES BITCOIN TRUST ETF | 4639 | 230327 | SHS BEN INT |
| ISHARES TR | 2281 | 227809 | CORE US AGGBD ET |
| ISHARES TR | 468 | 221682 | RUS 1000 GRW ETF |
| APPLIED MATLS INC | 846 | 217482 | COM |
| MASTERCARD INCORPORATED | 376 | 214500 | CL A |
| ISHARES TR | 544 | 210529 | RUSSELL 3000 ETF |
| WALMART INC | 1888 | 210355 | COM |
| QUALCOMM INC | 1230 | 210329 | COM |
| TIDAL TRUST I | 4816 | 208237 | GOD BLESS AMER |
| ISHARES TR | 2971 | 207173 | FUTURE EXPONENTI |
| MERCK & CO INC | 1958 | 206099 | COM |
| SHOPIFY INC | 1279 | 205881 | CL A SUB VTG SHS |
| FIRST TR EXCH TRD ALPHDX FD | 4825 | 203093 | EM SML CP ALPH |
| NUVEEN PFD & INCOME OPPORTUN | 12000 | 97320 | COM |
| CREDIT SUISSE ASSET MGMT INC | 11425 | 32333 | COM |
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