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American Financial Advisors, LLC

Portfolio Manager
American Financial Advisors, LLC
Performance
+1.24% (2025 Q4)
AUM (13F)
$749.50M
# of Holdings
159
Performance Rank
Allocation (Top 20)
77.12%

American Financial Advisors, LLC Holdings Map

Top 50 American Financial Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QQQ
INVESCO QQQ TR
9.85%127.9K$73.8M
-1.35%(-1.75K)
2025-Q1: 117.1K shares2025-Q2: 113.3K shares2025-Q3: 133.7K shares2025-Q4: 129.7K shares2026-Q1: 127.9K shares
$230.28(+212.58%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
5.63%1.38M$42.2M
-2.61%(-36.88K)
2025-Q1: 1.07M shares2025-Q2: 1.08M shares2025-Q3: 1.40M shares2025-Q4: 1.41M shares2026-Q1: 1.38M shares
$24.89(+27.75%)
2026-03-31
VIGI
VANGUARD WHITEHALL FDS
5.35%453.2K$40.1M
-0.66%(-3.01K)
2025-Q1: 426.8K shares2025-Q2: 422.4K shares2025-Q3: 464.9K shares2025-Q4: 456.2K shares2026-Q1: 453.2K shares
$79.48(+16.83%)
2026-03-31
IWB
ISHARES TR
5.15%108.3K$38.6M
-2.39%(-2.65K)
2025-Q1: 119.7K shares2025-Q2: 117.3K shares2025-Q3: 114.5K shares2025-Q4: 111.0K shares2026-Q1: 108.3K shares
$202.36(+101.40%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
5.05%79.0K$37.9M
-1.42%(-1.14K)
2025-Q1: 86.7K shares2025-Q2: 84.9K shares2025-Q3: 83.4K shares2025-Q4: 80.2K shares2026-Q1: 79.0K shares
$245.35(+97.29%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
4.97%173.1K$37.2M
-2.48%(-4.41K)
2025-Q1: 204.8K shares2025-Q2: 199.7K shares2025-Q3: 184.4K shares2025-Q4: 177.5K shares2026-Q1: 173.1K shares
$105.61(+118.60%)
2026-03-31
VBK
VANGUARD INDEX FDS
4.75%117.7K$35.6M
-2.67%(-3.23K)
2025-Q1: 133.1K shares2025-Q2: 130.9K shares2025-Q3: 127.6K shares2025-Q4: 120.9K shares2026-Q1: 117.7K shares
$111.54(+209.51%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
4.59%415.6K$34.4M
-0.02%(-78)
2025-Q1: 349.0K shares2025-Q2: 350.6K shares2025-Q3: 403.5K shares2025-Q4: 415.7K shares2026-Q1: 415.6K shares
$80.03(+3.03%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
4.56%431.2K$34.2M
+2.02%(+8.52K)
2025-Q1: 399.3K shares2025-Q2: 395.8K shares2025-Q3: 415.0K shares2025-Q4: 422.7K shares2026-Q1: 431.2K shares
$81.19(-2.74%)
2026-03-31
FTCS
FIRST TR EXCHANGE-TRADED FD
4.47%360.9K$33.5M
-2.06%(-7.58K)
2025-Q1: 375.4K shares2025-Q2: 368.0K shares2025-Q3: 378.3K shares2025-Q4: 368.5K shares2026-Q1: 360.9K shares
$59.55(+55.58%)
2026-03-31

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