American Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), American Wealth Advisors, LLC reported 42 stock positions worth $106.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 26.3% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 16.0%) and iShares S&P 500 Value ETF (IVE, 12.1%). Compared with Q1 2026, it opened 1 new position, added to 17 and reduced 18. The biggest buy was a new position in Intel (INTC) and the biggest sale iShares 1-3 Year Treasury Bo (SHY, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- JOHNS CREEK, GA
- CIK
- 0002095589
- Portfolio Value
- $106.6M (Q2 2026)
- SEC Filing
- 0001951757-26-001138 ↗ filed Aug 7, 2026
Holdings Value
Holdings 42 stocks · $106.6M
| IVV iShares Core S&P 500 ETF | 26.31% | 37,435 | $28.0M | Reduce -0.5% |
| IVW iShares S&P 500 Growth ETF | 15.96% | 123,649 | $17.0M | Reduce -0.1% |
| IVE iShares S&P 500 Value ETF | 12.12% | 56,865 | $12.9M | Reduce -0.1% |
| SHY iShares 1-3 Year Treasury Bo | 5.63% | 73,107 | $6.0M | Reduce -1.4% |
| VTI VG Morningstar TS MKT ETF-US | 4.07% | 11,708 | $4.3M | Add +0.6% |
| STIP iShares 0-5 Year Tips Bond E | 3.48% | 36,327 | $3.7M | Reduce -0.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 3.40% | 85,462 | $3.6M | Add +1.5% |
| DVY iShares Select Dividend ETF | 2.77% | 18,905 | $3.0M | Add +4.7% |
| IWM iShares Russell 2000 ETF | 2.64% | 9,369 | $2.8M | Reduce -0.7% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 2.01% | 42,468 | $2.1M | Add +0.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 1.99% | 4,065 | $2.1M | Add +0.3% |
| IWP iShares Russell Mid-Cap Grow | 1.78% | 12,977 | $1.9M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 1.72% | 23,781 | $1.8M | Reduce -0.4% |
| IGE iShares North American Natur | 1.68% | 31,803 | $1.8M | Reduce -0.6% |
| IWR iShares Russell Mid-Cap ETF | 1.03% | 9,931 | $1.1M | Add +1.3% |
| SUB iShares Short-Term National | 0.99% | 9,952 | $1.1M | Add +0.0% |
| HDV iShares Core High Dividend E | 0.80% | 31,044 | $851K | Add +0.6% |
| IWO iShares Russell 2000 Growth | 0.79% | 2,147 | $846K | No change |
| IWN iShares Russell 2000 Value E | 0.71% | 3,403 | $753K | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 0.68% | 6,173 | $725K | Reduce -2.4% |
| IYR iShares US Real Estate ETF | 0.63% | 6,555 | $670K | Reduce -5.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.61% | 4,428 | $654K | Reduce -3.2% |
| XOM Exxon Mobil Corp. | 0.57% | 4,430 | $606K | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.54% | 5,499 | $571K | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.53% | 763 | $562K | No change |
| FLOT iShares Floating Rate Bond E | 0.51% | 10,716 | $547K | Add +1.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.51% | 3,600 | $545K | No change |
| AAPL Apple Inc. | 0.50% | 1,843 | $533K | Add +0.1% |
| IWS iShares Russell Mid-Cap Valu | 0.46% | 2,960 | $487K | Reduce -0.5% |
| DGRO iShares Core Dividend Growth | 0.45% | 6,263 | $475K | Add +0.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.44% | 5,882 | $470K | Add +1.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.43% | 3,902 | $458K | Reduce -0.9% |
| INTC Intel Corp. | 0.42% | 3,219 | $449K | New |
| ICF iShares Select U.S. REIT ETF | 0.41% | 6,399 | $433K | Reduce -2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 840 | $420K | No change |
| AMZN Amazon.com Inc. | 0.34% | 1,520 | $362K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.34% | 1,635 | $359K | Add +0.2% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.31% | 3,818 | $335K | Reduce -3.5% |
| IJR iShares Core S&P Small-Cap E | 0.31% | 2,244 | $333K | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.26% | 1,086 | $276K | Add +0.1% |
| TIP iShares Tips Bond ETF | 0.25% | 2,418 | $265K | Add +1.7% |
| META Meta Platforms Inc. Class A | 0.23% | 443 | $250K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.4% | 5.63% | −0.75 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -0.1% | 3.48% | −0.44 |
| IGE iShares North American Natur | Reduce -0.6% | 1.68% | −0.42 |
| IVE iShares S&P 500 Value ETF | Reduce -0.1% | 12.12% | −0.42 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -3.5% | 0.31% | −0.06 |
| IYR iShares US Real Estate ETF | Reduce -5.1% | 0.63% | −0.05 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -3.2% | 0.61% | −0.02 |
| ICF iShares Select U.S. REIT ETF | Reduce -2.0% | 0.41% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -0.5% | 0.46% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.6% | 0.31% | +0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.9% | 0.43% | +0.02 |
| IWN iShares Russell 2000 Value E | Reduce -0.2% | 0.71% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.4% | 1.72% | +0.04 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.1% | 1.78% | +0.05 |
| CSCO Cisco Systems Inc. | Reduce -2.4% | 0.68% | +0.17 |
| IWM iShares Russell 2000 ETF | Reduce -0.7% | 2.64% | +0.20 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 26.31% | +0.70 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.1% | 15.96% | +1.38 |
Portfolio Buys Q1 2026 → Q2 2026
| INTC Intel Corp. | New | 0.42% | +0.42 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.6% | 4.07% | +0.17 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.3% | 1.99% | +0.04 |
| IWR iShares Russell Mid-Cap ETF | Add +1.3% | 1.03% | +0.04 |
| AAPL Apple Inc. | Add +0.1% | 0.50% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +0.2% | 0.34% | +0.01 |
| DGRO iShares Core Dividend Growth | Add +0.5% | 0.45% | −0.01 |
| JNJ Johnson & Johnson | Add +0.1% | 0.26% | −0.02 |
| EFA iShares MSCI Eafe ETF | Add +0.5% | 0.54% | −0.02 |
| TIP iShares Tips Bond ETF | Add +1.7% | 0.25% | −0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +1.5% | 0.44% | −0.04 |
| FLOT iShares Floating Rate Bond E | Add +1.1% | 0.51% | −0.05 |
| HDV iShares Core High Dividend E | Add +0.6% | 0.80% | −0.07 |
| DVY iShares Select Dividend ETF | Add +4.7% | 2.77% | −0.08 |
| SUB iShares Short-Term National | Add +0.0% | 0.99% | −0.11 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +0.6% | 2.01% | −0.21 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.57% | −0.21 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +1.5% | 3.40% | −0.31 |