American Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, American Wealth Advisors, LLC held in its portfolio 134 assets valued at $101,833,953 (i.e. $101.83M).

The most valuable assets in the portfolio included: ISHARES TR ($26.55M), ISHARES TR ($15.65M), and ISHARES TR ($11.90M).

The chart below shows the top 10 valuable assets, and the table below shows the top 134 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in American Wealth Advisors, LLC Portfolio
ISHARES TR
ISHARES TR
ISHARES TR
ISHARES TR
ISHARES TR
VANGUARD INDEX FDS
ISHARES TR
ISHARES TR
ISHARES TR
SPDR DOW JONES INDL AVERAGE
American Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
ISHARES TR 38758 26553605 CORE S&P500 ETF
ISHARES TR 126973 15650701 S&P 500 GRWT ETF
ISHARES TR 56121 11895124 S&P 500 VAL ETF
ISHARES TR 75218 6229561 1 3 YR TREAS BD
ISHARES TR 37955 3876137 0-5 YR TIPS ETF
VANGUARD INDEX FDS 11139 3734710 TOTAL STK MKT
ISHARES TR 82283 3527464 0-5YR HI YL CP
ISHARES TR 9420 2318853 RUSSELL 2000 ETF
ISHARES TR 42283 2143754 0-5YR INVT GR CP
SPDR DOW JONES INDL AVERAGE 4065 1953327 UT SER 1
ISHARES TR 13454 1898890 SELECT DIVID ETF
ISHARES TR 13462 1843537 RUS MD CP GR ETF
ISHARES TR 32361 1624525 NORTH AMERN NAT
ISHARES TR 24355 1607442 CORE S&P MCP ETF
ISHARES TR 9965 1063278 SHRT NAT MUN ETF
ISHARES TR 9614 925532 RUS MID CAP ETF
ISHARES TR 6157 748705 CORE HIGH DV ETF
ISHARES TR 2147 693387 RUS 2000 GRW ETF
ISHARES TR 6905 648266 U.S. REAL ES ETF
ISHARES TR 3401 616208 RUS 2000 VAL ETF
ISHARES TR 4559 599936 S&P MC 400VL ETF
ISHARES TR 11564 588126 FLTG RATE NT ETF
TJX COS INC NEW 3600 552996 COM
EXXON MOBIL CORP 4427 532701 COM
APPLE INC 1839 500008 COM
ISHARES TR 7079 491392 CORE DIV GRWTH
CISCO SYS INC 6322 487005 COM
ISHARES TR 5053 485191 MSCI EAFE ETF
ISHARES TR 5956 480242 IBOXX HI YD ETF
INVESCO QQQ TR 762 467975 UNIT SER 1
ISHARES TR 3075 433700 RUS MDCP VAL ETF
BERKSHIRE HATHAWAY INC DEL 840 422226 CL B NEW
ISHARES TR 7009 418245 SELECT US REIT
ISHARES TR 3934 381109 S&P MC 400GR ETF
AMAZON COM INC 1520 350846 COM
ISHARES TR 1629 323462 MSCI USA QLT FCT
ISHARES TR 3707 319733 MSCI EAFE MIN VL
ISHARES TR 2317 278430 CORE S&P SCP ETF
ISHARES TR 2378 261393 TIPS BD ETF
MICROSOFT CORP 525 253912 COM
JOHNSON &JOHNSON 1084 224333 COM
META PLATFORMS INC 319 210384 CL A
ISHARES TR 2097 197476 MSCI USA MIN VOL
ISHARES TR 1140 161280 MSCI ACWI ETF
ISHARES TR 5194 160800 PFD AND INCM SEC
SPDR GOLD TR 400 158524 GOLD SHS
VANGUARD INDEX FDS 440 138443 LARGE CAP ETF
ISHARES TR 792 133060 CORE S&P US GWT
BANK AMERICA CORP 2196 120802 COM
INTEL CORP 3219 118778 COM
BANK OZK LITTLE ROCK ARK 2507 115382 COM
MERCK &CO INC 1013 106622 COM
ISHARES TR 940 103535 IBOXX INV CP ETF
SPDR S&P 500 ETF TR 150 102523 TR UNIT
TESLA INC 221 99388 COM
ISHARES TR 900 80531 CORE MSCI EAFE
ISHARES SILVER TR 1198 77175 ISHARES
ISHARES TR 737 73569 CORE US AGGBD ET
PROCTER AND GAMBLE CO 490 70265 COM
ISHARES TR 625 66993 NATIONAL MUN ETF
CHEVRON CORP NEW 431 65745 COM
ISHARES TR 1649 63159 CHINA LG-CAP ETF
ENERGY TRANSFER L P 3419 56382 COM UT LTD PTN
AVERY DENNISON CORP 301 54683 COM
VANGUARD INDEX FDS 80 50234 S&P 500 ETF SHS
VANGUARD INDEX FDS 168 48805 MID CAP ETF
ISHARES TR 473 48524 CORE S&P US VLU
KROGER CO 774 48358 COM
ISHARES TR 297 44184 CORE S&P TTL STK
INTERNATIONAL BUSINESS MACHS 142 42208 COM
MANULIFE FINL CORP 1152 41806 COM
ISHARES INC 778 39280 MSCI PAC JP ETF
VANGUARD INDEX FDS 189 36161 VALUE ETF
AVIS BUDGET GROUP 253 32426 COM
AMGEN INC 85 27821 COM
VANGUARD TAX-MANAGED FDS 410 25641 VAN FTSE DEV MKT
STRYKER CORPORATION 60 21034 COM
FIDELITY COVINGTON TRUST 369 20916 HIGH DIVID ETF
DANAHER CORPORATION 90 20557 COM
VANGUARD INDEX FDS 70 19433 MCAP GR IDXVIP
HOME DEPOT INC 56 19323 COM
ISHARES TR 133 18767 S&P SML 600 GWT
NVIDIA CORPORATION 100 18659 COM
GLOBAL X FDS 503 18222 RBTCS ARTFL INTE
ALPHABET INC 45 14190 CAP STK CL A
SIMON PPTY GROUP INC NEW 69 12725 COM
CVS HEALTH CORP 156 12365 COM
LAMAR ADVERTISING CO NEW 94 11884 CL A
AT&T INC 476 11826 COM
XENCOR INC 740 11329 COM
BLACKSTONE INC 73 11276 COM
TARGET CORP 112 10969 COM
VANGUARD INDEX FDS 22 10837 GROWTH ETF
EATON CORP PLC 33 10630 SHS
VERIZON COMMUNICATIONS INC 256 10435 COM
ISHARES TR 184 10093 MSCI EMG MKT ETF
SELECT SECTOR SPDR TR 189 8429 ENERGY
ISHARES TR 115 8238 EAFE VALUE ETF
COMCAST CORP NEW 244 7293 CL A
T-MOBILE US INC 35 7148 COM
ISHARES TR 60 6855 EAFE GRWTH ETF
NIKE INC 102 6527 CL B
BIOGEN INC 29 5104 COM
RESMED INC 21 4977 COM
FORTIVE CORP 86 4746 COM
ORGANOGENESIS HLDGS INC 900 4662 COM
ALIBABA GROUP HLDG LTD 32 4639 SPONSORED ADS
MACYS INC 185 4083 COM
TC ENERGY CORP 69 3787 COM
VANGUARD INDEX FDS 10 3056 SML CP GRW ETF
VERALTO CORP 29 2918 COM SHS
VANGUARD INDEX FDS 14 2868 SM CP VAL ETF
DELL TECHNOLOGIES INC 21 2603 CL C
VONTIER CORPORATION 68 2530 COM
PFIZER INC 98 2439 COM
NORWEGIAN CRUISE LINE HLDG L 100 2232 SHS
WARNER BROS DISCOVERY INC 75 2162 COM SER A
ISHARES INC 31 2072 CORE MSCI EMKT
ISHARES TR 10 2001 U.S. TECH ETF
DROPBOX INC 70 1946 CL A
ANAVEX LIFE SCIENCES CORP 424 1509 COM NEW
RALLIANT CORP 28 1428 COM
PEPSICO INC 9 1290 COM
ISHARES TR 13 701 US INFRASTRUC
ISHARES TR 6 615 JPMORGAN USD EMG
VINCE HLDG CORP 135 551 COM NEW
VANGUARD SCOTTSDALE FDS 5 455 INT-TERM CORP
SOUTH BOW CORP 14 382 COM
ISHARES TR 8 367 CORE 1 5 YR USD
VANGUARD SCOTTSDALE FDS 4 345 SHRT TRM CORP BD
NIO INC 50 255 SPON ADS
ISHARES TR 4 217 CORE LT USDB ETF
VIATRIS INC 11 138 COM
ICAHN ENTERPRISES LP 0 1 DEPOSITARY UNIT