American Wealth Advisors

JOHNS CREEK, GAfiles as American Wealth Advisors, LLC

$107m in 42 US stocks at the end of 30 June 2026. The top 10 are 78.4% of the money. It changed about 3.5% of the portfolio this quarter.

Value

$107m

Stocks

Top 10 share

78.4%

Turnover

3.5%

What changed this quarter

New

Bought for the first time this quarter.

IntelINTC
0.4% of the fund

Added

Bought more of a stock they already held.

Ishares TRDVY
2.8% of the fund
+5%

Cut

Sold some of their stake.

Cisco SystemsCSCO
0.7% of the fund
-2%
Ishares TRIYR
0.6% of the fund
-5%
Ishares TRIJJ
0.6% of the fund
-3%
Ishares TREFAV
0.3% of the fund
-4%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Ishares TRIVV
Share
26.3%
Value
$28m
Shares
37,435
Held
Ishares TRIVW
Share
16.0%
Value
$17m
Shares
123,649
Held
Ishares TRIVE
Share
12.1%
Value
$13m
Shares
56,865
Held
Ishares TRSHY
Share
5.6%
Value
$6m
Shares
73,107
Held
Vanguard Index FDSVTI
Share
4.1%
Value
$4m
Shares
11,708
Held
Ishares TRSTIP
Share
3.5%
Value
$4m
Shares
36,327
Held
Ishares TRSHYG
Share
3.4%
Value
$4m
Shares
85,462
Held
Ishares TRDVY
Share
2.8%
Value
$3m
Shares
18,905
+5%
Ishares TRIWM
Share
2.6%
Value
$3m
Shares
9,369
Held
Ishares TRSLQD
Share
2.0%
Value
$2m
Shares
42,468
Held
State STR Spdr DOW Jones INDDIA
Share
2.0%
Value
$2m
Shares
4,065
Held
Ishares TRIWP
Share
1.8%
Value
$2m
Shares
12,977
Held
Ishares TRIJH
Share
1.7%
Value
$2m
Shares
23,781
Held
Ishares TRIGE
Share
1.7%
Value
$2m
Shares
31,803
Held
Ishares TRIWR
Share
1.0%
Value
$1m
Shares
9,931
Held
Ishares TRSUB
Share
1.0%
Value
$1m
Shares
9,952
Held
Ishares TRHDV
Share
0.8%
Value
$850,905
Shares
31,044
Held
Ishares TRIWO
Share
0.8%
Value
$845,870
Shares
2,147
Held
Ishares TRIWN
Share
0.7%
Value
$752,795
Shares
3,403
Held
Cisco SystemsCSCO
Share
0.7%
Value
$725,103
Shares
6,173
-2%
Ishares TRIYR
Share
0.6%
Value
$670,290
Shares
6,555
-5%
Ishares TRIJJ
Share
0.6%
Value
$654,196
Shares
4,428
-3%
ExxonMobil HoldingsXOM
Share
0.6%
Value
$605,706
Shares
4,430
Held
Ishares TREFA
Share
0.5%
Value
$571,235
Shares
5,499
Held
Invesco QQQ TRQQQ
Share
0.5%
Value
$561,691
Shares
763
Held
Ishares TRFLOT
Share
0.5%
Value
$547,039
Shares
10,716
Held
TJX CompaniesTJX
Share
0.5%
Value
$545,400
Shares
3,600
Held
AppleAAPL
Share
0.5%
Value
$533,176
Shares
1,843
Held
Ishares TRIWS
Share
0.5%
Value
$487,295
Shares
2,960
Held
Ishares TRDGRO
Share
0.4%
Value
$474,647
Shares
6,263
Held
Ishares TRHYG
Share
0.4%
Value
$470,396
Shares
5,882
Held
Ishares TRIJK
Share
0.4%
Value
$458,453
Shares
3,902
Held
IntelINTC
Share
0.4%
Value
$449,456
Shares
3,219
New
Ishares TRICF
Share
0.4%
Value
$432,755
Shares
6,399
Held
Berkshire HathawayBRK-B
Share
0.4%
Value
$420,328
Shares
840
Held
Amazon.comAMZN
Share
0.3%
Value
$362,277
Shares
1,520
Held
Ishares TRQUAL
Share
0.3%
Value
$358,765
Shares
1,635
Held
Ishares TREFAV
Share
0.3%
Value
$334,864
Shares
3,818
-4%
Ishares TRIJR
Share
0.3%
Value
$332,813
Shares
2,244
Held
Johnson & JohnsonJNJ
Share
0.3%
Value
$275,797
Shares
1,086
Held
Ishares TRTIP
Share
0.2%
Value
$264,609
Shares
2,418
Held
Meta PlatformsMETA
Share
0.2%
Value
$249,783
Shares
443
Held

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	26.3%	$28m	37,435	Held
Ishares TRIVW	16.0%	$17m	123,649	Held
Ishares TRIVE	12.1%	$13m	56,865	Held
Ishares TRSHY	5.6%	$6m	73,107	Held
Vanguard Index FDSVTI	4.1%	$4m	11,708	Held
Ishares TRSTIP	3.5%	$4m	36,327	Held
Ishares TRSHYG	3.4%	$4m	85,462	Held
Ishares TRDVY	2.8%	$3m	18,905	+5%
Ishares TRIWM	2.6%	$3m	9,369	Held
Ishares TRSLQD	2.0%	$2m	42,468	Held
State STR Spdr DOW Jones INDDIA	2.0%	$2m	4,065	Held
Ishares TRIWP	1.8%	$2m	12,977	Held
Ishares TRIJH	1.7%	$2m	23,781	Held
Ishares TRIGE	1.7%	$2m	31,803	Held
Ishares TRIWR	1.0%	$1m	9,931	Held
Ishares TRSUB	1.0%	$1m	9,952	Held
Ishares TRHDV	0.8%	$850,905	31,044	Held
Ishares TRIWO	0.8%	$845,870	2,147	Held
Ishares TRIWN	0.7%	$752,795	3,403	Held
Cisco SystemsCSCO	0.7%	$725,103	6,173	-2%
Ishares TRIYR	0.6%	$670,290	6,555	-5%
Ishares TRIJJ	0.6%	$654,196	4,428	-3%
ExxonMobil HoldingsXOM	0.6%	$605,706	4,430	Held
Ishares TREFA	0.5%	$571,235	5,499	Held
Invesco QQQ TRQQQ	0.5%	$561,691	763	Held
Ishares TRFLOT	0.5%	$547,039	10,716	Held
TJX CompaniesTJX	0.5%	$545,400	3,600	Held
AppleAAPL	0.5%	$533,176	1,843	Held
Ishares TRIWS	0.5%	$487,295	2,960	Held
Ishares TRDGRO	0.4%	$474,647	6,263	Held
Ishares TRHYG	0.4%	$470,396	5,882	Held
Ishares TRIJK	0.4%	$458,453	3,902	Held
IntelINTC	0.4%	$449,456	3,219	New
Ishares TRICF	0.4%	$432,755	6,399	Held
Berkshire HathawayBRK-B	0.4%	$420,328	840	Held
Amazon.comAMZN	0.3%	$362,277	1,520	Held
Ishares TRQUAL	0.3%	$358,765	1,635	Held
Ishares TREFAV	0.3%	$334,864	3,818	-4%
Ishares TRIJR	0.3%	$332,813	2,244	Held
Johnson & JohnsonJNJ	0.3%	$275,797	1,086	Held
Ishares TRTIP	0.2%	$264,609	2,418	Held
Meta PlatformsMETA	0.2%	$249,783	443	Held

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 5.4% since 30 September 2025.

Where the money is

Technology1.6%

Retail & consumer0.9%

Energy0.6%

Financial services0.4%

Health care0.3%

Media & telecom0.2%

Other96.1%

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.