American Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$96.0M
Q ending 2026-03-31
Prior quarter
$101.8M
Q ending 2025-12-31
Change
-5.8% QoQ
Positions
41
reported holdings
Largest positions
All 41 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $24.6M | 38K |
| Ishares Tr | IVW | Shares | $14.0M | 124K |
| Ishares Tr | IVE | Shares | $12.0M | 57K |
| Ishares Tr | SHY | Shares | $6.1M | 74K |
| Ishares Tr | STIP | Shares | $3.8M | 36K |
| Vanguard Index Fds | VTI | Shares | $3.7M | 12K |
| Ishares Tr | SHYG | Shares | $3.6M | 84K |
| Ishares Tr | DVY | Shares | $2.7M | 18K |
| Ishares Tr | IWM | Shares | $2.3M | 9K |
| Ishares Tr | SLQD | Shares | $2.1M | 42K |
| Ishares Tr | IGE | Shares | $2.0M | 32K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $1.9M | 4K |
| Ishares Tr | IWP | Shares | $1.7M | 13K |
| Ishares Tr | IJH | Shares | $1.6M | 24K |
| Ishares Tr | SUB | Shares | $1.1M | 10K |
| Ishares Tr | IWR | Shares | $953K | 10K |
| Ishares Tr | HDV | Shares | $837K | 6K |
| Exxon Mobil Corp | XOM | Shares | $751K | 4K |
| Ishares Tr | IWO | Shares | $674K | 2K |
| Ishares Tr | IYR | Shares | $653K | 7K |
| Ishares Tr | IWN | Shares | $646K | 3K |
| Ishares Tr | IJJ | Shares | $606K | 5K |
| Tjx Cos Inc New | TJX | Shares | $575K | 4K |
| Ishares Tr | FLOT | Shares | $540K | 11K |
| Ishares Tr | EFA | Shares | $532K | 5K |
| Cisco Sys Inc | CSCO | Shares | $491K | 6K |
| Apple Inc | AAPL | Shares | $467K | 2K |
| Ishares Tr | HYG | Shares | $461K | 6K |
| Invesco Qqq Tr | QQQ | Shares | $440K | 763 |
| Ishares Tr | DGRO | Shares | $438K | 6K |
| Ishares Tr | IWS | Shares | $434K | 3K |
| Ishares Tr | ICF | Shares | $404K | 7K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $403K | 840 |
| Ishares Tr | IJK | Shares | $396K | 4K |
| Ishares Tr | EFAV | Shares | $362K | 4K |
| Amazon Com Inc | AMZN | Shares | $317K | 2K |
| Ishares Tr | QUAL | Shares | $313K | 2K |
| Ishares Tr | IJR | Shares | $284K | 2K |
| Johnson & Johnson | JNJ | Shares | $265K | 1K |
| Ishares Tr | TIP | Shares | $262K | 2K |
| Meta Platforms Inc | META | Shares | $253K | 443 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.