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American Financial Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1767898
Institutional-grade research for retail investors

Sector Allocation

  • Other82.8%$688.2M
  • Financials7.0%$58.4M
  • Technology4.0%$32.9M
  • Healthcare2.1%$17.3M
  • Industrials2.0%$16.5M
  • Consumer Discretionary1.2%$9.7M
  • Real Estate0.3%$2.2M
  • Materials0.2%$1.9M
  • Consumer Staples0.2%$1.8M
  • Energy0.1%$1.0M

AUM History

13fpro.ai/research/fund/american-financial-advisors-llc-1767898

Conviction and streaks

Diversifying · top 10 = 52.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q2 2026

  • QQQQQQ
    $88.4M
  • VANGUARD
    $43.6M
  • ISHARES
    $43.3M
  • VANGUARD
    $41.8M
  • BRK.BBRK.B
    $41.1M
  • VANGUARD
    $40.2M
  • VANGUARD
    $36.1M
  • VANGUARD
    $35.6M
  • FIRST
    $35.0M
  • SCHWAB
    $29.5M
  • VANGUARD
    $27.5M
  • SELECT
    $26.0M
  • CAPITAL
    $18.4M
  • FIRST
    $17.8M
  • SPDR
    $17.6M
  • FIRST
    $17.0M
  • LLYLLY
    $15.0M
  • ISHARES
    $15.0M
  • SCHWAB
    $13.5M
  • J
    $13.2M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/american-financial-advisors-llc-1767898

American Financial Advisors, LLC 13F holdings — Q2 2026

$831.1M portfolio (+10.9% QoQ) · 169 holdings · Q2 2026 13F · top 10 are 52% of the stock portfolio

  • $88.4M

    10.6% of stocks

    -6%This quarter-1.0%Since filed10+ qtrsHeld
    AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
  • 2

    VANGUARD WHITEHALL FDS - INTL DVD ETF

    $43.6M

    5.3% of stocks

    +3%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 3

    ISHARES TR - RUS 1000 ETF

    $43.3M

    5.2% of stocks

    -2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 4

    VANGUARD INDEX FDS - SML CP GRW ETF

    $41.8M

    5.0% of stocks

    -3%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • $41.1M

    4.9% of stocks

    +4%This quarter—Since filed10+ qtrsHeld
  • 6

    VANGUARD SPECIALIZED FUNDS - DIV APP ETF

    $40.2M

    4.8% of stocks

    -2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 7

    VANGUARD SCOTTSDALE FDS - INT-TERM CORP

    $36.1M

    4.3% of stocks

    +5%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 8

    VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD

    $35.6M

    4.3% of stocks

    +4%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 9

    FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF

    $35.0M

    4.2% of stocks

    +3%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 10

    SCHWAB STRATEGIC TR - US DIVIDEND EQ

    $29.5M

    3.5% of stocks

    -32%This quarter—Since filed—Held
    AIQuality—Est. buy—

All holdings — American Financial Advisors, LLC (Q2 2026)

169 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
— VANGUARD INDEX FDS - MID CAP ETFetf/fund$27.5M+311%
— SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund$26.0M+2%
— CAPITAL GRP FIXED INCM ETF T - CORE BOND ETFnote$18.4M+1%
— FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETFetf/fund$17.8M-1%
— SPDR SERIES TRUST - ST STR SP600SM Cetf/fund$17.6M-35%
— FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT$17.0M-0.6%
LLY$LLYELI LILLY & Co$15.0M-1%
— ISHARES TR - CORE S&P MCP ETFetf/fund$15.0M-5%
— SCHWAB STRATEGIC TR - US SML CAP ETFetf/fund$13.5M-4%
— J P MORGAN EXCHANGE TRADED F - INCOME ETFetf/fund$13.2M+10%
— TIDAL TRUST III - FUND GRA MID ETFetf/fund$12.5MNew
DAL$DALDELTA AIR LINES, INC.$12.1M-2%
— TIDAL TRUST I - FUND GRAN US ETFetf/fund$10.6MNew
STT$STTSTATE STREET CORPetf/fund$10.6M+1%
— J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund$10.5M-2%

What changed in Q2 2026

Against the previous quarter's 13F: 16 new, 49 added to, 88 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (16)

  • TIDAL TRUST III - FUND GRA MID ETF$12.5M

    first bought this quarter

  • TIDAL TRUST I - FUND GRAN US ETF$10.6M

    first bought this quarter

  • SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$1.1M

    first bought this quarter

  • INTC$INTCINTEL CORP$384K

    first bought this quarter

  • ISHARES TR - ISHARES SEMICDTR$345K

    first bought this quarter

  • DDOG$DDOGDatadog, Inc.$329K

    first bought this quarter

+10 more in the Excel export

Added to (49)

  • VANGUARD INDEX FDS - MID CAP ETF+311%

    now $27.5M

  • VANGUARD SCOTTSDALE FDS - INT-TERM CORP+5%

    now $36.1M

  • BRK.B$BRK.BBERKSHIRE HATHAWAY INC+4%

    now $41.1M · held 10+ qtrs

  • VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+4%

    now $35.6M

  • VANGUARD WHITEHALL FDS - INTL DVD ETF+3%

    now $43.6M

  • J P MORGAN EXCHANGE TRADED F - INCOME ETF+10%

    now $13.2M

+43 more in the Excel export

Trimmed (88)

  • SCHWAB STRATEGIC TR - US DIVIDEND EQ-32%

    now $29.5M

  • SPDR SERIES TRUST - ST STR SP600SM C-35%

    now $17.6M

  • QQQ$QQQINVESCO QQQ TRUST, SERIES 1-6%

    now $88.4M · held 10+ qtrs, 3 trims in a row

  • VANECK ETF TRUST - FALLEN ANGEL HG-36%

    now $9.2M

  • VANGUARD INDEX FDS - SML CP GRW ETF-3%

    now $41.8M

  • ISHARES TR - RUS 1000 ETF-2%

    now $43.3M

+82 more in the Excel export

Sold out (6)

  • MRK$MRKMerck & Co., Inc.was $237K

    held 2 qtrs

  • BABA$BABAAlibaba Group Holding Ltdwas $234K

    held 9+ qtrs

  • FIRST TR EXCH TRD ALPHDX FDwas $213K
  • SELECT SECTOR SPDR TRwas $210K
  • ISHARES TRwas $202K
  • TIDAL TRUST Iwas $202K

Holdings by quarter

Every 13F American Financial Advisors, LLC has filed, 30 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of American Financial Advisors's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

-0.5%

Value-weighted move of the 10 largest stock positions

Turnover

6%

Last quarter; 12% over the last 4

Top 10 weight

52%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

98%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

American Financial Advisors, LLC disclosed 169 positions worth $831.1M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 10.6% of the equity portfolio. During the quarter the fund opened 16 new positions and exited 6 and a full exit from $MRK. The portfolio is most concentrated in Other (82.8% of disclosed assets). All figures are sourced directly from American Financial Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1767898.

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AI-Powered Hedge Fund Analysis: American Financial Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For American Financial Advisors, LLC (SEC CIK: 1767898), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in American Financial Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.