American Wealth Advisors, LLC
CIK: 0002095589Latest portfolio: $101.8M · Q4 2025
Holdings
134
Total Value
$101.8M
New Positions
0
Closed Positions
0
Top Holdings
View All 134 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 38,758 | $26.6M | 26.08% | -978 | |
| 2 | IVWISHARES TR | 126,973 | $15.7M | 15.37% | -1,248 | |
| 3 | IVEISHARES TR | 56,121 | $11.9M | 11.68% | +103 | |
| 4 | SHYISHARES TR | 75,218 | $6.2M | 6.12% | -2,687 | |
| 5 | STIPISHARES TR | 37,955 | $3.9M | 3.81% | +97 | |
| 6 | VTIVANGUARD INDEX FDS | 11,139 | $3.7M | 3.67% | +184 | |
| 7 | SHYGISHARES TR | 82,283 | $3.5M | 3.46% | +3K | |
| 8 | IWMISHARES TR | 9,420 | $2.3M | 2.28% | -97 | |
| 9 | SLQDISHARES TR | 42,283 | $2.1M | 2.10% | +1K | |
| 10 | DONSPDR DOW JONES INDL AVERAGE | 4,065 | $2.0M | 1.92% | -98 | |
| 11 | AQLTISHARES TR | 13,454 | $1.9M | 1.86% | +198 | |
| 12 | IWPISHARES TR | 13,462 | $1.8M | 1.81% | -256 | |
| 13 | IGEISHARES TR | 32,361 | $1.6M | 1.59% | +156 | |
| 14 | IJHISHARES TR | 24,355 | $1.6M | 1.58% | -461 | |
| 15 | SUBISHARES TR | 9,965 | $1.1M | 1.04% | +2 | |
| 16 | IWRISHARES TR | 9,614 | $925K | 0.91% | -109 | |
| 17 | HDVISHARES TR | 6,157 | $748K | 0.73% | +56 | |
| 18 | IWOISHARES TR | 2,147 | $693K | 0.68% | -32 | |
| 19 | IYRISHARES TR | 6,905 | $648K | 0.64% | +53 | |
| 20 | IWNISHARES TR | 3,401 | $616K | 0.60% | +20 | |
| 21 | IJJISHARES TR | 4,559 | $599K | 0.59% | -42 | |
| 22 | FLOTISHARES TR | 11,564 | $588K | 0.58% | +132 | |
| 23 | TJXTJX COS INC NEW | 3,600 | $552K | 0.54% | — | |
| 24 | XOMEXXON MOBIL CORP | 4,427 | $532K | 0.52% | +3 | |
| 25 | AAPLAPPLE INC | 1,839 | $500K | 0.49% | +2 |
Sector Breakdown
Financial Services0.0% ($2.655315650118956e+178T)
Technology0.0% ($5004872531187.7T)
Healthcare0.0% ($224106272120.1T)
Unknown0.0% ($189846742215.9T)
Consumer Cyclical0.0% ($552351.0T)
Communication Services0.0% ($2.1T)
Energy0.0% ($532.7B)
Industrials0.0% ($5.4B)
Consumer Defensive0.0% ($70.5M)
Real Estate0.0% ($1.2M)
Filing History
Fund Information
American Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $101.8M across 134 holdings. The largest position is ISHARES TR (IVV), representing 26.1% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.