StockDriftsStockDriftsTop 42 American Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 26.31% | 37.4K | $28.0M | -0.47%(-178) | $645.10(+20.50%) | 2026-06-30 | |
| IVW | ISHARES TR | 15.96% | 123.6K | $17.0M | -0.05%(-68) | $115.41(+22.83%) | 2026-06-30 | |
| IVE | ISHARES TR | 12.12% | 56.9K | $12.9M | -0.15%(-88) | $201.14(+17.69%) | 2026-06-30 | |
| SHY | ISHARES TR | 5.63% | 73.1K | $6.0M | -1.45%(-1.07K) | $82.91(-1.22%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.07% | 11.7K | $4.3M | +0.58%(+68) | $316.43(+20.73%) | 2026-06-30 | |
| STIP | ISHARES TR | 3.48% | 36.3K | $3.7M | -0.15%(-55) | $103.13(-2.36%) | 2026-06-30 | |
| SHYG | ISHARES TR | 3.4% | 85.5K | $3.6M | +1.51%(+1.27K) | $43.19(-2.42%) | 2026-06-30 | |
| DVY | ISHARES TR | 2.77% | 18.9K | $3.0M | +4.70%(+849) | $140.35(+15.67%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.64% | 9.4K | $2.8M | -0.72%(-68) | $228.91(+31.66%) | 2026-06-30 | |
| SLQD | ISHARES TR | 2.01% | 42.5K | $2.1M | +0.61%(+256) | $50.71(-1.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.52% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.78% |
American Wealth Advisors, LLC reports $106.57M in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are IVV (26.3%), IVW (16.0%) and IVE (12.1%). The top 20 holdings account for 90.56% of reported assets. Its disclosed equity book has returned +9.52% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from American Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2095589). View American Wealth Advisors, LLC’s 13F filings on SEC