American Wealth Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), American Wealth Advisors, LLC reported 133 stock positions worth $101.1 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, 15.3%) and iShares S&P 500 Value ETF (IVE, 11.4%).

Most Recent 13F
Q2 2026
Location
JOHNS CREEK, GA
CIK
0002095589
Portfolio Value
$101.1M (Q3 2025)
SEC Filing
0002095589-25-000002 ↗ filed Nov 12, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q3 2025: $101.1M $101.1M Q3 2025 Q4 2025: $101.8M Q4 2025 Q1 2026: $96.0M Q1 2026 Q2 2026: $106.6M Q2 2026

Holdings 133 stocks · $101.1M

IVV iShares Core S&P 500 ETF 26.31% 39,736 $26.6M —
IVW iShares S&P 500 Growth ETF 15.31% 128,221 $15.5M —
IVE iShares S&P 500 Value ETF 11.44% 56,018 $11.6M —
SHY iShares 1-3 Year Treasury Bo 6.39% 77,905 $6.5M —
STIP iShares 0-5 Year Tips Bond E 3.87% 37,858 $3.9M —
VTI VG Morningstar TS MKT ETF-US 3.56% 10,955 $3.6M —
SHYG iShares 0-5 YR HY Corp. Bond 3.41% 79,574 $3.4M —
IWM iShares Russell 2000 ETF 2.28% 9,517 $2.3M —
SLQD iShares 0-5 YR Inv GRD Corp. 2.06% 40,922 $2.1M —
IWP iShares Russell Mid-Cap Grow 1.93% 13,718 $2.0M —
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 1.91% 4,163 $1.9M —
DVY iShares Select Dividend ETF 1.86% 13,256 $1.9M —
IJH iShares Core S&P Midcap ETF 1.60% 24,816 $1.6M —
IGE iShares North American Natur 1.56% 32,205 $1.6M —
SUB iShares Short-Term National 1.05% 9,963 $1.1M —
IWR iShares Russell Mid-Cap ETF 0.93% 9,723 $939K —
HDV iShares Core High Dividend E 0.74% 6,101 $747K —
IWO iShares Russell 2000 Growth 0.69% 2,179 $697K —
IYR iShares US Real Estate ETF 0.66% 6,852 $665K —
IWN iShares Russell 2000 Value E 0.59% 3,381 $598K —
IJJ iShares S&P Mid-Cap 400 Valu 0.59% 4,601 $597K —
FLOT iShares Floating Rate Bond E 0.58% 11,432 $584K —
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.51% 3,600 $520K —
XOM Exxon Mobil Corp. 0.49% 4,424 $499K —
DGRO iShares Core Dividend Growth 0.47% 7,033 $479K —
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.47% 5,848 $475K —
AAPL Apple Inc. 0.46% 1,837 $468K —
EFA iShares MSCI Eafe ETF 0.46% 4,964 $463K —
QQQ Invesco QQQ Trust Series 1 0.45% 760 $456K —
CSCO Cisco Systems Inc. 0.43% 6,320 $432K —
IWS iShares Russell Mid-Cap Valu 0.42% 3,061 $428K —
ICF iShares Select U.S. REIT ETF 0.42% 6,929 $427K —
BRK.B Berkshire Hathaway Inc. Class B 0.42% 840 $422K —
IJK iShares S&P Mid-Cap 400 Grow 0.37% 3,926 $376K —
AMZN Amazon.com Inc. 0.33% 1,520 $334K —
QUAL iShares MSCI USA Quality Fac 0.32% 1,649 $321K —
EFAV iShares MSCI Eafe Min Vol Fa 0.31% 3,670 $311K —
IJR iShares Core S&P Small-Cap E 0.27% 2,318 $275K —
MSFT Microsoft Corp. 0.27% 524 $271K —
TIP iShares Tips Bond ETF 0.26% 2,358 $262K —
META Meta Platforms Inc. Class A 0.23% 318 $234K —
USMV iShares MSCI USA Min Vol Fac 0.20% 2,129 $203K —
JNJ Johnson & Johnson 0.20% 1,083 $201K —
PFF iShares Preferred & Income S 0.16% 5,098 $161K —
ACWI iShares MSCI Acwi ETF 0.15% 1,130 $156K —
GLD SPDR Gold Shares 0.14% 400 $142K —
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.13% 437 $135K —
IUSG iShares Core S&P U.S. Growth 0.13% 791 $130K —
OZK Bank Ozk 0.13% 2,483 $127K —
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 2,192 $113K —
INTC Intel Corp. 0.11% 3,219 $108K —
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.10% 945 $105K —
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 150 $100K —
TSLA Tesla Inc. 0.09% 211 $94K —
MRK Merck & Co. Inc. 0.08% 1,013 $85K —
MUB iShares National Muni Bond E 0.08% 739 $79K —
PG The Procter & Gamble Co. 0.07% 490 $75K —
AGG iShares Core U.S. Aggregate 0.07% 727 $73K —
IEFA iShares Core MSCI Eafe ETF 0.07% 833 $73K —
FXI iShares China Large-Cap ETF 0.07% 1,632 $67K —
CVX Chevron Corp. 0.07% 429 $67K —
ET Energy Transfer LP 0.06% 3,353 $58K —
VOO Vanguard S&P 500 ETF 0.05% 90 $55K —
KR Kroger Co. 0.05% 770 $52K —
SLV iShares Silver Trust 0.05% 1,198 $51K —
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 167 $49K —
AVY Avery Dennison Corp. 0.05% 301 $49K —
IUSV iShares Core S&P U.S. Value 0.05% 471 $47K —
ITOT iShares Core S&P Total U.S. 0.04% 296 $43K —
CAR Avis Budget Group Inc. 0.04% 253 $41K —
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 142 $40K —
EPP iShares MSCI Pacific Ex Japa 0.04% 762 $39K —
MFC Manulife Financial Corp. 0.04% 1,152 $36K —
VTV Vanguard Mrngstr Val ETF-Aui 0.03% 187 $35K —
VEA Vanguard Ftse Developed ETF 0.02% 404 $24K —
AMGN Amgen Inc. 0.02% 85 $24K —
HD Home Depot Inc. 0.02% 56 $23K —
SYK Stryker Corp. 0.02% 60 $22K —
FDVV Fidelity High Dividend ETF 0.02% 366 $20K —
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.02% 69 $20K —
IJT iShares S&P Small-Cap 600 GR 0.02% 133 $19K —
NVDA Nvidia Corp. 0.02% 100 $19K —
BOTZ Global X Robotics & Artifici 0.02% 503 $18K —
DHR Danaher Corp. 0.02% 90 $18K —
VZ Verizon Communications Inc. 0.02% 350 $15K —
T AT&T Inc. 0.01% 471 $13K —
SPG Simon Property Group Inc. 0.01% 68 $13K —
ETN Eaton Corp. PLC 0.01% 33 $12K —
BX Blackstone Inc. 0.01% 73 $12K —
CVS CVS Health Corp. 0.01% 154 $12K —
LAMR Lamar Advertising Co. Class A 0.01% 93 $11K —
GOOGL Alphabet Inc. Class A 0.01% 45 $11K —
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 22 $11K —
TGT Target Corp. 0.01% 111 $10K —
EEM iShares MSCI Emerging Market 0.01% 182 $10K —
XNCR Xencor Inc. 0.01% 740 $9K —
TMUS T-Mobile US Inc. 0.01% 35 $8K —
XLE SS Energy Select Sector 0.01% 93 $8K —
CMCSA Comcast Corp. Class A 0.01% 244 $8K —
EFV iShares MSCI Eafe Value ETF 0.01% 113 $8K —

Show all 133 holdings

Lines left out (1) · $1 — a value with no share or principal amount
SecurityClassSharesValue
IEP Icahn Enterprises LP DEPOSITARY UNIT0$1

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $101.1M.

Portfolio Sells Q3 2025

No earlier filing to compare with.

Portfolio Buys Q3 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 42$106.6MIVV, IVW, IVE, SHY, VTI
Q1 2026 41$96.0MIVV, IVW, IVE, SHY, STIP
Q4 2025 133$101.8MIVV, IVW, IVE, SHY, STIP
Q3 2025 133$101.1MIVV, IVW, IVE, SHY, STIP