American Financial Advisors, LLC
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
QQQ
$88.4M- VANGUARD$43.6M
- ISHARES$43.3M
- VANGUARD$41.8M
BRK.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
LLY
$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- 2
VANGUARD WHITEHALL FDS - INTL DVD ETF
$43.6M
5.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - RUS 1000 ETF
$43.3M
5.2% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - SML CP GRW ETF
$41.8M
5.0% of stocks
-3%This quarter—Since filed—HeldAIQuality—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—HeldAIQuality—Est. buy— - 7
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$36.1M
4.3% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$35.6M
4.3% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF
$35.0M
4.2% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$29.5M
3.5% of stocks
-32%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $88.4M | 10.6% | -6% | -1.0% | 10+ qtrsTrimmed 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | VANGUARD WHITEHALL FDS - INTL DVD ETF | $43.6M | 5.3% | +3% | — | — | — | — | |
| 3 | ISHARES TR - RUS 1000 ETF | $43.3M | 5.2% | -2% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - SML CP GRW ETF | $41.8M | 5.0% | -3% | — | — | — | — | |
| 5 | $41.1M | 4.9% | +4% | — | 10+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $40.2M | 4.8% | -2% | — | — | — | — | |
| 7 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $36.1M | 4.3% | +5% | — | — | — | — | |
| 8 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $35.6M | 4.3% | +4% | — | — | — | — | |
| 9 | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $35.0M | 4.2% | +3% | — | — | — | — | |
| 10 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $29.5M | 3.5% | -32% | — | — | — | — |
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 | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FDS - MID CAP ETFetf/fund | — | $27.5M | 3.3% | 341K | +311% | — | — | 13F |
| 12 | — | SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund | — | $26.0M | 3.1% | 164K | +2% | — | — | 13F |
| 13 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETFnote | — | $18.4M | 2.2% | 701K | +1% | — | — | 13F |
| 14 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETFetf/fund | — | $17.8M | 2.1% | 198K | -1% | — | — | 13F |
| 15 | — | SPDR SERIES TRUST - ST STR SP600SM Cetf/fund | — | $17.6M | 2.1% | 161K | -35% | — | — | 13F |
| 16 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $17.0M | 2.0% | 342K | -0.6% | — | — | 13F |
| 17 | ELI LILLY & Co | Healthcare | $15.0M | 1.8% | 13K | -1% | 10+ qtrs | 85.6 | 13F | |
| 18 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $15.0M | 1.8% | 194K | -5% | — | — | 13F |
| 19 | — | SCHWAB STRATEGIC TR - US SML CAP ETFetf/fund | — | $13.5M | 1.6% | 375K | -4% | — | — | 13F |
| 20 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETFetf/fund | — | $13.2M | 1.6% | 287K | +10% | — | — | 13F |
| 21 | — | TIDAL TRUST III - FUND GRA MID ETFetf/fund | — | $12.5M | 1.5% | 399K | New | — | — | 13F |
| 22 | DELTA AIR LINES, INC. | Industrials | $12.1M | 1.4% | 129K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | 59.5 | 13F | |
| 23 | — | TIDAL TRUST I - FUND GRAN US ETFetf/fund | — | $10.6M | 1.3% | 385K | New | — | — | 13F |
| 24 | STATE STREET CORPetf/fund | Financials | $10.6M | 1.3% | 241K | +1% | 10+ qtrs | 71.5 | 13F | |
| 25 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund | — | $10.5M | 1.3% | 208K | -2% | — | — | 13F |
| 26 | — | VANECK ETF TRUST - FALLEN ANGEL HG | — | $9.2M | 1.1% | 314K | -36% | |||
| 27 | $AAPL | Apple Inc. | Technology | $8.2M | 1.0% | 28K | -4% | |||
| 28 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $6.2M | 0.8% | 17K | -0.9% | |||
| 29 | $AMZN | AMAZON COM INC | Consumer Discretionary | $5.7M | 0.7% | 24K | -4% | |||
| 30 | $GOOGL | Alphabet Inc. | Technology | $5.5M | 0.7% | 15K | -2% | |||
| 31 | — | ISHARES TR - CORE S&P500 ETF | — | $4.4M | 0.5% | 5,938 | -3% | |||
| 32 | $NVDA | NVIDIA CORP | Technology | $4.0M | 0.5% | 20K | -6% | |||
| 33 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $3.9M | 0.5% | 25K | -12% | |||
| 34 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $3.3M | 0.4% | 55K | -0.9% | |||
| 35 | — | ISHARES TR - MSCI EAFE ETF | — | $3.3M | 0.4% | 31K | -2% | |||
| 36 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $3.2M | 0.4% | 37K | -0.2% | |||
| 37 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $2.8M | 0.3% | 10K | -6% | |||
| 38 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $2.8M | 0.3% | 102K | -3% | |||
| 39 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $2.5M | 0.3% | 84K | -4% | |||
| 40 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $2.4M | 0.3% | 42K | +1% | |||
| 41 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $2.3M | 0.3% | 53K | +0.2% | |||
| 42 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.3M | 0.3% | 6,540 | -1.0% | |||
| 43 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $2.2M | 0.3% | 27K | -1.0% | |||
| 44 | $WELL | WELLTOWER INC. | Real Estate | $2.2M | 0.3% | 9,594 | -3% | |||
| 45 | — | ISHARES TR - EAFE SML CP ETF | — | $2.1M | 0.3% | 26K | -18% | |||
| 46 | $IVZ | Invesco Ltd. | Financials | $2.0M | 0.3% | 6,739 | +2% | |||
| 47 | $IVZ | Invesco Ltd. | Financials | $2.0M | 0.3% | 32K | -13% | |||
| 48 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.0M | 0.2% | 2,706 | — | |||
| 49 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $1.9M | 0.2% | 2,931 | -2% | |||
| 50 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $1.9M | 0.2% | 11K | +1% | |||
| 51 | — | ISHARES TR - RUS 2000 VAL ETF | — | $1.7M | 0.2% | 7,721 | -8% | |||
| 52 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $1.7M | 0.2% | 23K | -2% | |||
| 53 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.6M | 0.2% | 6,752 | -0.4% | |||
| 54 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | — | $1.6M | 0.2% | 58K | +0.8% | |||
| 55 | — | SPDR SERIES TRUST - ST STR DOW REIT | — | $1.6M | 0.2% | 14K | -4% | |||
| 56 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | — | $1.5M | 0.2% | 35K | -10% | |||
| 57 | $META | Meta Platforms, Inc. | Technology | $1.5M | 0.2% | 2,730 | -0.8% | |||
| 58 | $GE | GENERAL ELECTRIC CO | Industrials | $1.5M | 0.2% | 3,947 | -9% | |||
| 59 | $MSFT | MICROSOFT CORP | Technology | $1.5M | 0.2% | 3,930 | -6% | |||
| 60 | $NBIS | Nebius Group N.V. | Technology | $1.4M | 0.2% | 5,124 | +7% | |||
| 61 | $DNP | DNP SELECT INCOME FUND INC | Other | $1.3M | 0.2% | 125K | -9% | |||
| 62 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.3M | 0.1% | 2,978 | -3% | |||
| 63 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $1.2M | 0.1% | 4,966 | +6% | |||
| 64 | $KO | COCA COLA CO | Consumer Staples | $1.2M | 0.1% | 14K | +0.2% | |||
| 65 | — | CAPITAL GROUP INTERNATIONAL - SHS | — | $1.1M | 0.1% | 30K | — | |||
| 66 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.1M | 0.1% | 8,065 | -0.7% | |||
| 67 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.1M | 0.1% | 21K | -0.8% | |||
| 68 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $1.1M | 0.1% | 27K | -2% | |||
| 69 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $1.1M | 0.1% | 11K | -0.9% | |||
| 70 | $GEV | GE Vernova Inc. | Industrials | $1.1M | 0.1% | 920 | -9% | |||
| 71 | $MRVL | Marvell Technology, Inc. | Technology | $1.1M | 0.1% | 3,622 | -0.0% | |||
| 72 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.1M | 0.1% | 6,276 | New | |||
| 73 | $MU | MICRON TECHNOLOGY INC | Technology | $1.1M | 0.1% | 925 | — | |||
| 74 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | — | $1.1M | 0.1% | 25K | -0.5% | |||
| 75 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.0M | 0.1% | 3,427 | -3% | |||
| 76 | $GOOG | Alphabet Inc. | Technology | $1.0M | 0.1% | 2,912 | -5% | |||
| 77 | — | ISHARES TR - EAFE VALUE ETF | — | $953K | 0.1% | 12K | +1% | |||
| 78 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $947K | 0.1% | 4,968 | -1% | |||
| 79 | — | PROSHARES TR - ULTRPRO S&P500 | — | $845K | 0.1% | 5,957 | — | |||
| 80 | $CSCO | CISCO SYSTEMS, INC. | Technology | $795K | 0.1% | 6,766 | +0.3% | |||
| 81 | $JNJ | JOHNSON & JOHNSON | Healthcare | $788K | 0.1% | 3,101 | +0.4% | |||
| 82 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $782K | 0.1% | 30K | -8% | |||
| 83 | — | ISHARES TR - JPMORGAN USD EMG | — | $724K | 0.1% | 7,509 | -19% | |||
| 84 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $713K | 0.1% | 8,345 | +4% | |||
| 85 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $699K | 0.1% | 21K | -3% | |||
| 86 | — | FIRST TR EXCHANGE-TRADED FD - VEST INVESTMENT | — | $686K | 0.1% | 36K | -6% | |||
| 87 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $665K | 0.1% | 12K | -0.5% | |||
| 88 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $661K | 0.1% | 866 | — | |||
| 89 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $618K | 0.1% | 3,338 | +0.2% | |||
| 90 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $615K | 0.1% | 4,495 | +76% | |||
| 91 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $612K | 0.1% | 846 | — | |||
| 92 | $JPM | JPMORGAN CHASE & CO | Financials | $604K | 0.1% | 1,844 | +0.5% | |||
| 93 | — | ISHARES TR - RESIDENTIAL MULT | — | $584K | 0.1% | 6,167 | +0.3% | |||
| 94 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $580K | 0.1% | 1,826 | -2% | |||
| 95 | — | ISHARES TR - TIPS BD ETF | — | $572K | 0.1% | 5,226 | -2% | |||
| 96 | $AVGO | Broadcom Inc. | Technology | $549K | 0.1% | 1,454 | — | |||
| 97 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $544K | 0.1% | 936 | -23% | |||
| 98 | $CRMD | CorMedix Inc. | Healthcare | $507K | 0.1% | 65K | -0.4% | |||
| 99 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | — | $495K | 0.1% | 1,996 | -0.8% | |||
| 100 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $451K | 0.1% | 12K | +1% | |||
| 101 | $DIS | Walt Disney Co | Communication Services | $450K | 0.1% | 4,677 | -6% | |||
| 102 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $449K | 0.1% | 7,954 | -13% | |||
| 103 | — | ISHARES TR - ISHS 1-5YR INVS | — | $435K | 0.1% | 8,299 | -9% | |||
| 104 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | — | $434K | 0.1% | 9,708 | -15% | |||
| 105 | — | ISHARES TR - US HLTHCARE ETF | — | $433K | 0.1% | 6,466 | -7% | |||
| 106 | — | ISHARES TR - NATIONAL MUN ETF | — | $421K | 0.1% | 3,911 | -2% | |||
| 107 | $MGM | MGM Resorts International | Consumer Discretionary | $417K | 0.1% | 8,728 | — | |||
| 108 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $410K | 0.1% | 11K | -2% | |||
| 109 | $BA | BOEING CO | Industrials | $397K | 0.1% | 1,834 | -3% | |||
| 110 | $SO | SOUTHERN CO | Utilities | $395K | 0.1% | 4,128 | +0.5% | |||
| 111 | $INTC | INTEL CORP | Technology | $384K | 0.1% | 2,748 | New | |||
| 112 | — | ARK ETF TR - INNOVATION ETF | — | $378K | 0.1% | 4,674 | -30% | |||
| 113 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | — | $376K | 0.1% | 17K | -19% | |||
| 114 | $ABBV | AbbVie Inc. | Healthcare | $376K | 0.1% | 1,492 | +0.5% | |||
| 115 | — | ISHARES TR - 7-10 YR TRSY BD | — | $375K | 0.1% | 3,960 | +0.2% | |||
| 116 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $373K | 0.0% | 13K | -6% | |||
| 117 | — | ISHARES TR - CORE MSCI TOTAL | — | $371K | 0.0% | 3,890 | +0.8% | |||
| 118 | — | VANGUARD WORLD FD - INF TECH ETF | — | $368K | 0.0% | 3,079 | +694% | |||
| 119 | $UBER | Uber Technologies, Inc | Technology | $359K | 0.0% | 4,974 | -7% | |||
| 120 | $CCL | Carnival Corp Ltd. | Industrials | $354K | 0.0% | 12K | +0.0% | |||
| 121 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $345K | 0.0% | 4,190 | +0.2% | |||
| 122 | — | ISHARES TR - ISHARES SEMICDTR | — | $345K | 0.0% | 538 | New | |||
| 123 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $342K | 0.0% | 3,967 | +570% | |||
| 124 | $GS | GOLDMAN SACHS GROUP INC | Financials | $339K | 0.0% | 335 | — | |||
| 125 | $ORCL | ORACLE CORP | Technology | $339K | 0.0% | 2,314 | -4% | |||
| 126 | $AFL | AFLAC INC | Financials | $330K | 0.0% | 2,816 | +0.1% | |||
| 127 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $330K | 0.0% | 7,639 | -0.6% | |||
| 128 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | — | $329K | 0.0% | 7,880 | -7% | |||
| 129 | $FAST | FASTENAL CO | Industrials | $329K | 0.0% | 6,853 | — | |||
| 130 | $DDOG | Datadog, Inc. | Technology | $329K | 0.0% | 1,264 | New | |||
| 131 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $329K | 0.0% | 2,082 | -0.1% | |||
| 132 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $319K | 0.0% | 6,596 | -19% | |||
| 133 | — | FIRST TR EXCHANGE-TRADED FD - SSI STRG ETF | — | $319K | 0.0% | 5,940 | -10% | |||
| 134 | $IVZ | Invesco Ltd. | Financials | $319K | 0.0% | 6,095 | -19% | |||
| 135 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $318K | 0.0% | 766 | — | |||
| 136 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $306K | 0.0% | 6,739 | -2% | |||
| 137 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $305K | 0.0% | 6,023 | +0.3% | |||
| 138 | $IBIT | iShares Bitcoin Trust ETF | Financials | $300K | 0.0% | 9,011 | New | |||
| 139 | $PLTR | Palantir Technologies Inc. | Technology | $299K | 0.0% | 2,560 | — | |||
| 140 | $AMGN | AMGEN INC | Healthcare | $298K | 0.0% | 824 | +0.6% | |||
| 141 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $298K | 0.0% | 6,042 | -1% | |||
| 142 | — | ISHARES TR - IBOXX HI YD ETF | — | $298K | 0.0% | 3,722 | +0.6% | |||
| 143 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $288K | 0.0% | 419 | -17% | |||
| 144 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $282K | 0.0% | 6,658 | +0.4% | |||
| 145 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $278K | 0.0% | 3,783 | +28% | |||
| 146 | — | ISHARES TR - S&P 100 ETF | — | $277K | 0.0% | 757 | +0.1% | |||
| 147 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $275K | 0.0% | 3,353 | +0.0% | |||
| 148 | — | ISHARES TR - FUTU EXPO TE ETF | — | $264K | 0.0% | 3,191 | New | |||
| 149 | $GLD | SPDR GOLD TRUST | Financials | $262K | 0.0% | 711 | -0.4% | |||
| 150 | — | ISHARES TR - SELECT DIVID ETF | — | $259K | 0.0% | 1,658 | — |
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
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$1.1M
first bought this quarter
$INTCINTEL CORP$384K
first bought this quarter
- ISHARES TR - ISHARES SEMICDTR$345K
first bought this quarter
$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.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
$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
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.