American Wealth Advisors, LLC

Est. AUM

$96.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$24.6M	37613	25.60%	SOLE
2	ISHARES TR	S&P 500 GRWT ETF	$14.0M	123717	14.58%	SOLE
3	ISHARES TR	S&P 500 VAL ETF	$12.0M	56953	12.53%	SOLE
4	ISHARES TR	1 3 YR TREAS BD	$6.1M	74182	6.38%	SOLE
5	ISHARES TR	0-5 YR TIPS ETF	$3.8M	36382	3.92%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$3.7M	11640	3.89%	SOLE
7	ISHARES TR	0-5YR HI YL CP	$3.6M	84194	3.71%	SOLE
8	ISHARES TR	SELECT DIVID ETF	$2.7M	18056	2.85%	SOLE
9	ISHARES TR	RUSSELL 2000 ETF	$2.3M	9437	2.44%	SOLE
10	ISHARES TR	0-5YR INVT GR CP	$2.1M	42212	2.22%	SOLE
11	ISHARES TR	NORTH AMERN NAT	$2.0M	31990	2.10%	SOLE
12	STATE STR SPDR DOW JONES IND	UT SER 1	$1.9M	4054	1.96%	SOLE
13	ISHARES TR	RUS MD CP GR ETF	$1.7M	12983	1.73%	SOLE
14	ISHARES TR	CORE S&P MCP ETF	$1.6M	23866	1.68%	SOLE
15	ISHARES TR	SHRT NAT MUN ETF	$1.1M	9949	1.10%	SOLE
16	ISHARES TR	RUS MID CAP ETF	$953K	9800	0.99%	SOLE
17	ISHARES TR	CORE HIGH DV ETF	$837K	6170	0.87%	SOLE
18	EXXON MOBIL CORP	COM	$751K	4428	0.78%	SOLE
19	ISHARES TR	RUS 2000 GRW ETF	$674K	2147	0.70%	SOLE
20	ISHARES TR	U.S. REAL ES ETF	$653K	6906	0.68%	SOLE
21	ISHARES TR	RUS 2000 VAL ETF	$646K	3410	0.67%	SOLE
22	ISHARES TR	S&P MC 400VL ETF	$606K	4574	0.63%	SOLE
23	TJX COS INC NEW	COM	$575K	3600	0.60%	SOLE
24	ISHARES TR	FLTG RATE NT ETF	$540K	10604	0.56%	SOLE
25	ISHARES TR	MSCI EAFE ETF	$532K	5473	0.55%	SOLE
26	CISCO SYS INC	COM	$491K	6325	0.51%	SOLE
27	APPLE INC	COM	$467K	1841	0.49%	SOLE
28	ISHARES TR	IBOXX HI YD ETF	$461K	5794	0.48%	SOLE
29	INVESCO QQQ TR	UNIT SER 1	$440K	763	0.46%	SOLE
30	ISHARES TR	CORE DIV GRWTH	$438K	6235	0.46%	SOLE
31	ISHARES TR	RUS MDCP VAL ETF	$434K	2976	0.45%	SOLE
32	ISHARES TR	SELECT US REIT	$404K	6527	0.42%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$403K	840	0.42%	SOLE
34	ISHARES TR	S&P MC 400GR ETF	$396K	3938	0.41%	SOLE
35	ISHARES TR	MSCI EAFE MIN VL	$362K	3957	0.38%	SOLE
36	AMAZON COM INC	COM	$317K	1520	0.33%	SOLE
37	ISHARES TR	MSCI USA QLT FCT	$313K	1632	0.33%	SOLE
38	ISHARES TR	CORE S&P SCP ETF	$284K	2281	0.30%	SOLE
39	JOHNSON & JOHNSON	COM	$265K	1085	0.28%	SOLE
40	ISHARES TR	TIPS BD ETF	$262K	2378	0.27%	SOLE
41	META PLATFORMS INC	CL A	$253K	443	0.26%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.