American Financial Advisors

Marietta, GAfiles as American Financial Advisors, LLC

$831m in 169 US stocks at the end of 30 June 2026. The top 10 are 52.3% of the money. It changed about 6.7% of the portfolio this quarter.

Value

$831m

Stocks

169

Top 10 share

52.3%

Turnover

6.7%

What changed this quarter

New

Bought for the first time this quarter.

Tidal Trust IIIGRNJ
1.5% of the fund
Tidal Trust IGRNY
1.3% of the fund
Space Exploration TechnologiesSPCX
0.1% of the fund
IntelINTC
<0.1% of the fund
CarnivalCCL
<0.1% of the fund
Ishares TRSOXX
<0.1% of the fund
DatadogDDOG
<0.1% of the fund
Ishares Bitcoin Trust ETFIBIT
<0.1% of the fund
Ishares TRXT
<0.1% of the fund
Vertiv HoldingsVRT
<0.1% of the fund
Ishares TRIWF
<0.1% of the fund
Wedbush SER TRIVES
<0.1% of the fund
QualcommQCOM
<0.1% of the fund
MastecMTZ
<0.1% of the fund
Capital Group Intl Focus EQTCGXU
<0.1% of the fund
ASML Holding NVASML
<0.1% of the fund
Schwab Strategic TRSCHE
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Whitehall FDSVIGI
5.3% of the fund
+3%
Berkshire HathawayBRK-B
4.9% of the fund
+4%
Vanguard Scottsdale FDSVCIT
4.3% of the fund
+5%
Vanguard Scottsdale FDSVCSH
4.3% of the fund
+4%
First TR Exchange-Traded FDFTCS
4.2% of the fund
+3%
Vanguard Index FDSVO
3.3% of the fund
+3%
Select Sector Spdr TRXLV
3.1% of the fund
+2%
J P Morgan Exchange Traded FJPIE
1.6% of the fund
+10%
Invesco Exch Traded FD TR IIQQQM
0.2% of the fund
+2%
Nebius GroupNBIS
0.2% of the fund
+7%
Vanguard Index FDSVBR
0.1% of the fund
+6%
Vanguard Star FDSVXUS
<0.1% of the fund
+4%
ExxonMobil HoldingsXOM
<0.1% of the fund
+76%
Vanguard Index FDSVUG
<0.1% of the fund
+12%
Vanguard BD Index FDSBND
<0.1% of the fund
+28%

Cut

Sold some of their stake.

Invesco QQQ TRQQQ
10.6% of the fund
-6%
Ishares TRIWB
5.2% of the fund
-2%
Vanguard Index FDSVBK
5.0% of the fund
-3%
Schwab Strategic TRSCHD
3.6% of the fund
-32%
Spdr Series TrustSLYV
2.1% of the fund
-35%
Ishares TRIJH
1.8% of the fund
-5%
Schwab Strategic TRSCHA
1.6% of the fund
-4%
Delta Air LinesDAL
1.5% of the fund
-2%
J P Morgan Exchange Traded FJPST
1.3% of the fund
-2%
Vaneck ETF TrustANGL
1.1% of the fund
-36%
AppleAAPL
1.0% of the fund
-4%
Amazon.comAMZN
0.7% of the fund
-4%
Ishares TRIVV
0.5% of the fund
-3%
NvidiaNVDA
0.5% of the fund
-6%
Spdr Series TrustXBI
0.5% of the fund
-12%
Ishares TREFA
0.4% of the fund
-2%
Spdr Series TrustXAR
0.3% of the fund
-6%
Schwab Strategic TRSCHF
0.3% of the fund
-3%
Schwab Strategic TRSCHX
0.3% of the fund
-4%
WelltowerWELL
0.3% of the fund
-3%
Ishares TRSCZ
0.3% of the fund
-18%
Invesco Exchange Traded FD TRSPT
0.2% of the fund
-13%
Ishares TRIWN
0.2% of the fund
-8%
Spdr Series TrustRWR
0.2% of the fund
-4%
First TR Exchng Traded FD VIFIXD
0.2% of the fund
-10%

Sold out

Sold their entire stake.

Carnival
-100%
MerckMRK
-100%
Alibaba Group HldgBABA
-100%
First TR Exch TRD Alphdx FDFEMS
-100%
Select Sector Spdr TRXLE
-100%
Ishares TRIWV
-100%
Tidal Trust I
-100%

Holdings

Invesco QQQ TRQQQ
Share
10.6%
Value
$88m
Shares
120,032
-6%
Vanguard Whitehall FDSVIGI
Share
5.3%
Value
$44m
Shares
467,369
+3%
Ishares TRIWB
Share
5.2%
Value
$43m
Shares
105,848
-2%
Vanguard Index FDSVBK
Share
5.0%
Value
$42m
Shares
114,217
-3%
Berkshire HathawayBRK-B
Share
4.9%
Value
$41m
Shares
82,084
+4%
Vanguard Specialized FundsVIG
Share
4.8%
Value
$40m
Shares
169,693
Held
Vanguard Scottsdale FDSVCIT
Share
4.3%
Value
$36m
Shares
436,396
+5%
Vanguard Scottsdale FDSVCSH
Share
4.3%
Value
$36m
Shares
450,216
+4%
First TR Exchange-Traded FDFTCS
Share
4.2%
Value
$35m
Shares
372,428
+3%
Schwab Strategic TRSCHD
Share
3.6%
Value
$30m
Shares
930,420
-32%
Vanguard Index FDSVO
Share
3.3%
Value
$27m
Shares
341,288
+3%
Select Sector Spdr TRXLV
Share
3.1%
Value
$26m
Shares
164,162
+2%
Capital GRP Fixed Incm ETF TCGCB
Share
2.2%
Value
$18m
Shares
701,386
Held
First TR Exchange-Traded FDCIBR
Share
2.1%
Value
$18m
Shares
198,104
Held
Spdr Series TrustSLYV
Share
2.1%
Value
$18m
Shares
161,395
-35%
First TR Exchange-Traded FDLMBS
Share
2.0%
Value
$17m
Shares
341,860
Held
Eli LillyLLY
Share
1.8%
Value
$15m
Shares
12,501
Held
Ishares TRIJH
Share
1.8%
Value
$15m
Shares
194,164
-5%
Schwab Strategic TRSCHA
Share
1.6%
Value
$14m
Shares
374,988
-4%
J P Morgan Exchange Traded FJPIE
Share
1.6%
Value
$13m
Shares
286,634
+10%
Tidal Trust IIIGRNJ
Share
1.5%
Value
$13m
Shares
399,037
New
Delta Air LinesDAL
Share
1.5%
Value
$12m
Shares
129,104
-2%
Tidal Trust IGRNY
Share
1.3%
Value
$11m
Shares
385,033
New
Select Sector Spdr TRXLRE
Share
1.3%
Value
$11m
Shares
241,154
Held
J P Morgan Exchange Traded FJPST
Share
1.3%
Value
$11m
Shares
208,413
-2%
Vaneck ETF TrustANGL
Share
1.1%
Value
$9m
Shares
313,910
-36%
AppleAAPL
Share
1.0%
Value
$8m
Shares
28,289
-4%
Vanguard Index FDSVTI
Share
0.7%
Value
$6m
Shares
16,738
Held
Amazon.comAMZN
Share
0.7%
Value
$6m
Shares
24,121
-4%
AlphabetGOOGL
Share
0.7%
Value
$5m
Shares
15,360
Held
Ishares TRIVV
Share
0.5%
Value
$4m
Shares
5,938
-3%
NvidiaNVDA
Share
0.5%
Value
$4m
Shares
19,754
-6%
Spdr Series TrustXBI
Share
0.5%
Value
$4m
Shares
24,664
-12%
Vanguard Intl Equity Index FVWO
Share
0.4%
Value
$3m
Shares
55,127
Held
Ishares TREFA
Share
0.4%
Value
$3m
Shares
31,348
-2%
Spdr Series TrustSPYM
Share
0.4%
Value
$3m
Shares
36,840
Held
Spdr Series TrustXAR
Share
0.3%
Value
$3m
Shares
10,003
-6%
Schwab Strategic TRSCHF
Share
0.3%
Value
$3m
Shares
101,777
-3%
Schwab Strategic TRSCHX
Share
0.3%
Value
$2m
Shares
84,350
-4%
Spdr Series TrustSPSM
Share
0.3%
Value
$2m
Shares
41,823
Held
Dimensional ETF TrustDFAC
Share
0.3%
Value
$2m
Shares
52,685
Held
Home DepotHD
Share
0.3%
Value
$2m
Shares
6,540
Held
First TR Exchange Traded FDRDVY
Share
0.3%
Value
$2m
Shares
27,399
Held
WelltowerWELL
Share
0.3%
Value
$2m
Shares
9,594
-3%
Ishares TRSCZ
Share
0.3%
Value
$2m
Shares
25,551
-18%
Invesco Exch Traded FD TR IIQQQM
Share
0.2%
Value
$2m
Shares
6,739
+2%
Invesco Exchange Traded FD TRSPT
Share
0.2%
Value
$2m
Shares
31,641
-13%
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$2m
Shares
2,706
Held
Vaneck ETF TrustSMH
Share
0.2%
Value
$2m
Shares
2,931
Held
Southern CopperSCCO
Share
0.2%
Value
$2m
Shares
10,652
Held
Ishares TRIWN
Share
0.2%
Value
$2m
Shares
7,721
-8%
J P Morgan Exchange Traded FJQUA
Share
0.2%
Value
$2m
Shares
23,129
Held
Ishares TRIWD
Share
0.2%
Value
$2m
Shares
6,752
Held
Capital GRP Fixed Incm ETF TCGMU
Share
0.2%
Value
$2m
Shares
58,170
Held
Spdr Series TrustRWR
Share
0.2%
Value
$2m
Shares
13,737
-4%
First TR Exchng Traded FD VIFIXD
Share
0.2%
Value
$2m
Shares
35,407
-10%
Meta PlatformsMETA
Share
0.2%
Value
$2m
Shares
2,730
Held
General ElectricGE
Share
0.2%
Value
$1m
Shares
3,947
-9%
MicrosoftMSFT
Share
0.2%
Value
$1m
Shares
3,930
-6%
Nebius GroupNBIS
Share
0.2%
Value
$1m
Shares
5,124
+7%
DNP Select Income FundDNP
Share
0.2%
Value
$1m
Shares
125,094
-9%
TeslaTSLA
Share
0.2%
Value
$1m
Shares
2,978
-3%
Vanguard Index FDSVBR
Share
0.1%
Value
$1m
Shares
4,966
+6%
Coca-ColaKO
Share
0.1%
Value
$1m
Shares
14,184
Held
Capital Group InternationalCGIE
Share
0.1%
Value
$1m
Shares
30,334
Held
Ishares TRIVW
Share
0.1%
Value
$1m
Shares
8,065
Held
Select Sector Spdr TRXLF
Share
0.1%
Value
$1m
Shares
20,562
Held
T Rowe Price Exchange-TradedTCAF
Share
0.1%
Value
$1m
Shares
26,563
Held
Vanguard Index FDSVNQ
Share
0.1%
Value
$1m
Shares
11,255
Held
GE VernovaGEV
Share
0.1%
Value
$1m
Shares
920
-9%
Marvell TechnologyMRVL
Share
0.1%
Value
$1m
Shares
3,622
Held
Space Exploration TechnologiesSPCX
Share
0.1%
Value
$1m
Shares
6,276
New
Micron TechnologyMU
Share
0.1%
Value
$1m
Shares
925
Held
Capital Group GBL Growth EQTCGGO
Share
0.1%
Value
$1m
Shares
25,047
Held
Ishares TRIWM
Share
0.1%
Value
$1m
Shares
3,427
-3%
AlphabetGOOG
Share
0.1%
Value
$1m
Shares
2,912
-5%
Ishares TREFV
Share
0.1%
Value
$952,993
Shares
12,449
Held
Select Sector Spdr TRXLK
Share
0.1%
Value
$946,531
Shares
4,968
Held
Proshares TRUPRO
Share
0.1%
Value
$844,701
Shares
5,957
Held
Cisco SystemsCSCO
Share
<0.1%
Value
$794,750
Shares
6,766
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$787,635
Shares
3,101
Held
Schwab Strategic TRSCHP
Share
<0.1%
Value
$782,488
Shares
29,528
-8%
Ishares TREMB
Share
<0.1%
Value
$724,170
Shares
7,509
-19%
Vanguard Star FDSVXUS
Share
<0.1%
Value
$713,437
Shares
8,345
+4%
Schwab Strategic TRSCHG
Share
<0.1%
Value
$698,560
Shares
20,643
-3%
First TR Exchange-Traded FDLQTI
Share
<0.1%
Value
$686,134
Shares
35,533
-6%
Dimensional ETF TrustDFUV
Share
<0.1%
Value
$665,326
Shares
12,095
Held
CrowdStrike HoldingsCRWD
Share
<0.1%
Value
$660,880
Shares
866
Held
Select Sector Spdr TRXLI
Share
<0.1%
Value
$618,332
Shares
3,338
Held
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$614,554
Shares
4,495
+76%
Applied MaterialsAMAT
Share
<0.1%
Value
$611,850
Shares
846
Held
JPMorgan ChaseJPM
Share
<0.1%
Value
$603,547
Shares
1,844
Held
Ishares TRREZ
Share
<0.1%
Value
$583,903
Shares
6,167
Held
Royal Caribbean CruisesRCL
Share
<0.1%
Value
$579,964
Shares
1,826
Held
Ishares TRTIP
Share
<0.1%
Value
$571,857
Shares
5,226
-2%
BroadcomAVGO
Share
<0.1%
Value
$549,180
Shares
1,454
Held
Advanced Micro DevicesAMD
Share
<0.1%
Value
$543,732
Shares
936
-23%
CorMedixCRMD
Share
<0.1%
Value
$506,537
Shares
64,527
Held
First TR Exchange-Traded FDFBT
Share
<0.1%
Value
$494,835
Shares
1,996
Held
Dimensional ETF TrustDFAX
Share
<0.1%
Value
$450,639
Shares
12,232
Held

Company	Share of fund	Value	Shares	Change
Invesco QQQ TRQQQ	10.6%	$88m	120,032	-6%
Vanguard Whitehall FDSVIGI	5.3%	$44m	467,369	+3%
Ishares TRIWB	5.2%	$43m	105,848	-2%
Vanguard Index FDSVBK	5.0%	$42m	114,217	-3%
Berkshire HathawayBRK-B	4.9%	$41m	82,084	+4%
Vanguard Specialized FundsVIG	4.8%	$40m	169,693	Held
Vanguard Scottsdale FDSVCIT	4.3%	$36m	436,396	+5%
Vanguard Scottsdale FDSVCSH	4.3%	$36m	450,216	+4%
First TR Exchange-Traded FDFTCS	4.2%	$35m	372,428	+3%
Schwab Strategic TRSCHD	3.6%	$30m	930,420	-32%
Vanguard Index FDSVO	3.3%	$27m	341,288	+3%
Select Sector Spdr TRXLV	3.1%	$26m	164,162	+2%
Capital GRP Fixed Incm ETF TCGCB	2.2%	$18m	701,386	Held
First TR Exchange-Traded FDCIBR	2.1%	$18m	198,104	Held
Spdr Series TrustSLYV	2.1%	$18m	161,395	-35%
First TR Exchange-Traded FDLMBS	2.0%	$17m	341,860	Held
Eli LillyLLY	1.8%	$15m	12,501	Held
Ishares TRIJH	1.8%	$15m	194,164	-5%
Schwab Strategic TRSCHA	1.6%	$14m	374,988	-4%
J P Morgan Exchange Traded FJPIE	1.6%	$13m	286,634	+10%
Tidal Trust IIIGRNJ	1.5%	$13m	399,037	New
Delta Air LinesDAL	1.5%	$12m	129,104	-2%
Tidal Trust IGRNY	1.3%	$11m	385,033	New
Select Sector Spdr TRXLRE	1.3%	$11m	241,154	Held
J P Morgan Exchange Traded FJPST	1.3%	$11m	208,413	-2%
Vaneck ETF TrustANGL	1.1%	$9m	313,910	-36%
AppleAAPL	1.0%	$8m	28,289	-4%
Vanguard Index FDSVTI	0.7%	$6m	16,738	Held
Amazon.comAMZN	0.7%	$6m	24,121	-4%
AlphabetGOOGL	0.7%	$5m	15,360	Held
Ishares TRIVV	0.5%	$4m	5,938	-3%
NvidiaNVDA	0.5%	$4m	19,754	-6%
Spdr Series TrustXBI	0.5%	$4m	24,664	-12%
Vanguard Intl Equity Index FVWO	0.4%	$3m	55,127	Held
Ishares TREFA	0.4%	$3m	31,348	-2%
Spdr Series TrustSPYM	0.4%	$3m	36,840	Held
Spdr Series TrustXAR	0.3%	$3m	10,003	-6%
Schwab Strategic TRSCHF	0.3%	$3m	101,777	-3%
Schwab Strategic TRSCHX	0.3%	$2m	84,350	-4%
Spdr Series TrustSPSM	0.3%	$2m	41,823	Held
Dimensional ETF TrustDFAC	0.3%	$2m	52,685	Held
Home DepotHD	0.3%	$2m	6,540	Held
First TR Exchange Traded FDRDVY	0.3%	$2m	27,399	Held
WelltowerWELL	0.3%	$2m	9,594	-3%
Ishares TRSCZ	0.3%	$2m	25,551	-18%
Invesco Exch Traded FD TR IIQQQM	0.2%	$2m	6,739	+2%
Invesco Exchange Traded FD TRSPT	0.2%	$2m	31,641	-13%
State STR Spdr S&P 500 ETF TSPY	0.2%	$2m	2,706	Held
Vaneck ETF TrustSMH	0.2%	$2m	2,931	Held
Southern CopperSCCO	0.2%	$2m	10,652	Held
Ishares TRIWN	0.2%	$2m	7,721	-8%
J P Morgan Exchange Traded FJQUA	0.2%	$2m	23,129	Held
Ishares TRIWD	0.2%	$2m	6,752	Held
Capital GRP Fixed Incm ETF TCGMU	0.2%	$2m	58,170	Held
Spdr Series TrustRWR	0.2%	$2m	13,737	-4%
First TR Exchng Traded FD VIFIXD	0.2%	$2m	35,407	-10%
Meta PlatformsMETA	0.2%	$2m	2,730	Held
General ElectricGE	0.2%	$1m	3,947	-9%
MicrosoftMSFT	0.2%	$1m	3,930	-6%
Nebius GroupNBIS	0.2%	$1m	5,124	+7%
DNP Select Income FundDNP	0.2%	$1m	125,094	-9%
TeslaTSLA	0.2%	$1m	2,978	-3%
Vanguard Index FDSVBR	0.1%	$1m	4,966	+6%
Coca-ColaKO	0.1%	$1m	14,184	Held
Capital Group InternationalCGIE	0.1%	$1m	30,334	Held
Ishares TRIVW	0.1%	$1m	8,065	Held
Select Sector Spdr TRXLF	0.1%	$1m	20,562	Held
T Rowe Price Exchange-TradedTCAF	0.1%	$1m	26,563	Held
Vanguard Index FDSVNQ	0.1%	$1m	11,255	Held
GE VernovaGEV	0.1%	$1m	920	-9%
Marvell TechnologyMRVL	0.1%	$1m	3,622	Held
Space Exploration TechnologiesSPCX	0.1%	$1m	6,276	New
Micron TechnologyMU	0.1%	$1m	925	Held
Capital Group GBL Growth EQTCGGO	0.1%	$1m	25,047	Held
Ishares TRIWM	0.1%	$1m	3,427	-3%
AlphabetGOOG	0.1%	$1m	2,912	-5%
Ishares TREFV	0.1%	$952,993	12,449	Held
Select Sector Spdr TRXLK	0.1%	$946,531	4,968	Held
Proshares TRUPRO	0.1%	$844,701	5,957	Held
Cisco SystemsCSCO	<0.1%	$794,750	6,766	Held
Johnson & JohnsonJNJ	<0.1%	$787,635	3,101	Held
Schwab Strategic TRSCHP	<0.1%	$782,488	29,528	-8%
Ishares TREMB	<0.1%	$724,170	7,509	-19%
Vanguard Star FDSVXUS	<0.1%	$713,437	8,345	+4%
Schwab Strategic TRSCHG	<0.1%	$698,560	20,643	-3%
First TR Exchange-Traded FDLQTI	<0.1%	$686,134	35,533	-6%
Dimensional ETF TrustDFUV	<0.1%	$665,326	12,095	Held
CrowdStrike HoldingsCRWD	<0.1%	$660,880	866	Held
Select Sector Spdr TRXLI	<0.1%	$618,332	3,338	Held
ExxonMobil HoldingsXOM	<0.1%	$614,554	4,495	+76%
Applied MaterialsAMAT	<0.1%	$611,850	846	Held
JPMorgan ChaseJPM	<0.1%	$603,547	1,844	Held
Ishares TRREZ	<0.1%	$583,903	6,167	Held
Royal Caribbean CruisesRCL	<0.1%	$579,964	1,826	Held
Ishares TRTIP	<0.1%	$571,857	5,226	-2%
BroadcomAVGO	<0.1%	$549,180	1,454	Held
Advanced Micro DevicesAMD	<0.1%	$543,732	936	-23%
CorMedixCRMD	<0.1%	$506,537	64,527	Held
First TR Exchange-Traded FDFBT	<0.1%	$494,835	1,996	Held
Dimensional ETF TrustDFAX	<0.1%	$450,639	12,232	Held

Showing the largest 100 of 169.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 16.1% since 30 June 2025.

Where the money is

Financial services5.1%

Technology2.8%

Health care2.1%

Industrials2.0%

Retail & consumer1.3%

Media & telecom1.1%

Real estate0.3%

Materials0.2%

Everyday goods0.2%

Energy0.1%

Utilities0.0%

Other84.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.