Q2 2026 13F · SEC CIK 2095589
American Wealth Advisors, LLC
Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $106.6M
- Reported positions
- 42
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $120.2M
American Wealth Advisors, LLC is a wealth manager that reported 42 positions worth $106.6M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Ishares Tr (IVV, 26.3%), Ishares Tr (IVW, 16.0%), Ishares Tr (IVE, 12.1%).
American Wealth Advisors, LLC holdings all 42 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.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| IVVIshares Tr | 26.3% | -0.5% | $28.0M |
| IVWIshares Tr | 16.0% | -0.1% | $17.0M |
| IVEIshares Tr | 12.1% | -0.2% | $12.9M |
| SHYIshares Tr | 5.6% | -1.4% | $6.0M |
| VTIVanguard Index Fds | 4.1% | +0.6% | $4.3M |
| STIPIshares Tr | 3.5% | -0.2% | $3.7M |
| SHYGIshares Tr | 3.4% | +1.5% | $3.6M |
| DVYIshares Tr | 2.8% | +4.7% | $3.0M |
| IWMIshares Tr | 2.6% | -0.7% | $2.8M |
| SLQDIshares Tr | 2.0% | +0.6% | $2.1M |
| DIASpdr Dow Jones Indl Average | 2.0% | +0.3% | $2.1M |
| IWPIshares Tr | 1.8% | -0.0% | $1.9M |
| IJHIshares Tr | 1.7% | -0.4% | $1.8M |
| IGEIshares Tr | 1.7% | -0.6% | $1.8M |
| IWRIshares Tr | 1.0% | +1.3% | $1.1M |
| SUBIshares Tr | 1.0% | +0.0% | $1.1M |
| HDVIshares Tr | 0.8% | +403.1% | $851K |
| IWOIshares Tr | 0.8% | +0.0% | $846K |
| IWNIshares Tr | 0.7% | -0.2% | $753K |
| CSCOCisco Sys Inc | 0.7% | -2.4% | $725K |
| IYRIshares Tr | 0.6% | -5.1% | $670K |
| IJJIshares Tr | 0.6% | -3.2% | $654K |
| XOMExxon Mobil Corp | 0.6% | +0.0% | $606K |
| EFAIshares Tr | 0.5% | +0.5% | $571K |
| QQQInvesco Qqq Tr | 0.5% | +0.0% | $562K |
| FLOTIshares Tr | 0.5% | +1.1% | $547K |
| TJXTjx Cos Inc New | 0.5% | +0.0% | $545K |
| AAPLApple Inc | 0.5% | +0.1% | $533K |
| IWSIshares Tr | 0.5% | -0.5% | $487K |
| DGROIshares Tr | 0.4% | +0.4% | $475K |
| HYGIshares Tr | 0.4% | +1.5% | $470K |
| IJKIshares S&p Mid Cap 400 Growth | 0.4% | -0.9% | $458K |
| INTCIntel Corp | 0.4% | — | $449K |
| ICFIshares Tr | 0.4% | -2.0% | $433K |
| BRK-BBerkshire Hathaway Inc Del | 0.4% | +0.0% | $420K |
| AMZNAmazon Com Inc | 0.3% | +0.0% | $362K |
| QUALIshares Tr | 0.3% | +0.2% | $359K |
| EFAVIshares Tr | 0.3% | -3.5% | $335K |
| IJRIshares Tr | 0.3% | -1.6% | $333K |
| JNJJohnson & Johnson | 0.3% | +0.1% | $276K |
| TIPIshares Tr | 0.2% | +1.7% | $265K |
| METAMeta Platforms Inc | 0.2% | +0.0% | $250K |
What American Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- INTC Intel Corp0.4% of 13F
Added to
- HDV Ishares Tr+403.1% shares
Reduced
- IYR Ishares Tr-5.1% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +18.8% /yr
- S&P 500 +22.0%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $106.6M | 42 |
| Q1 2026 | $96.0M | 41 |
| Q4 2025 | $101.8M | 134 |
| Q3 2025 | $101.1M | 134 |
Questions about American Wealth Advisors, LLC's portfolio
What stocks does American Wealth Advisors, LLC own?
American Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 42 positions worth $106.6M. The largest are Ishares Tr (IVV) at 26.3%, Ishares Tr (IVW) at 16.0%, Ishares Tr (IVE) at 12.1%, Ishares Tr (SHY) at 5.6% and Vanguard Index Fds (VTI) at 4.1%.
What did American Wealth Advisors, LLC buy last quarter?
In Q2 2026, American Wealth Advisors, LLC added a new position in Intel Corp (INTC) and Ishares Tr (HDV) (+403.1% shares), compared with its Q1 2026 filing.
What did American Wealth Advisors, LLC sell last quarter?
In Q2 2026, American Wealth Advisors, LLC Ishares Tr (IYR) (-5.1% shares), compared with its Q1 2026 filing.
When is American Wealth Advisors, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. American Wealth 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 Wealth Advisors, LLC manage?
American Wealth Advisors, LLC reported $120.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $106.6M.