American Wealth Advisors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), American Wealth Advisors, LLC reported 133 stock positions worth $101.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 26.1% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 15.4%) and iShares S&P 500 Value ETF (IVE, 11.7%). Compared with Q3 2025, it added to 63 and reduced 17. The biggest buy was iShares S&P 500 Value ETF (IVE, shares +0%) and the biggest sale iShares 1-3 Year Treasury Bo (SHY, shares −3%).

Most Recent 13F
Q2 2026
Location
JOHNS CREEK, GA
CIK
0002095589
Portfolio Value
$101.8M (Q4 2025)
SEC Filing
0002095589-26-000001 ↗ filed Jan 26, 2026

Holdings Value

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

Holdings 133 stocks · $101.8M
IVV iShares Core S&P 500 ETF 26.08% 38,758 $26.6M Reduce -2.5%
IVW iShares S&P 500 Growth ETF 15.37% 126,973 $15.7M Reduce -1.0%
IVE iShares S&P 500 Value ETF 11.68% 56,121 $11.9M Add +0.2%
SHY iShares 1-3 Year Treasury Bo 6.12% 75,218 $6.2M Reduce -3.5%
STIP iShares 0-5 Year Tips Bond E 3.81% 37,955 $3.9M Add +0.3%
VTI VG Morningstar TS MKT ETF-US 3.67% 11,139 $3.7M Add +1.7%
SHYG iShares 0-5 YR HY Corp. Bond 3.46% 82,283 $3.5M Add +3.4%
IWM iShares Russell 2000 ETF 2.28% 9,420 $2.3M Reduce -1.0%
SLQD iShares 0-5 YR Inv GRD Corp. 2.11% 42,283 $2.1M Add +3.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 1.92% 4,065 $2.0M Reduce -2.4%
DVY iShares Select Dividend ETF 1.86% 13,454 $1.9M Add +1.5%
IWP iShares Russell Mid-Cap Grow 1.81% 13,462 $1.8M Reduce -1.9%
IGE iShares North American Natur 1.60% 32,361 $1.6M Add +0.5%
IJH iShares Core S&P Midcap ETF 1.58% 24,355 $1.6M Reduce -1.9%
SUB iShares Short-Term National 1.04% 9,965 $1.1M Add +0.0%
IWR iShares Russell Mid-Cap ETF 0.91% 9,614 $926K Reduce -1.1%
HDV iShares Core High Dividend E 0.74% 6,157 $749K Add +0.9%
IWO iShares Russell 2000 Growth 0.68% 2,147 $693K Reduce -1.5%
IYR iShares US Real Estate ETF 0.64% 6,905 $648K Add +0.8%
IWN iShares Russell 2000 Value E 0.61% 3,401 $616K Add +0.6%
IJJ iShares S&P Mid-Cap 400 Valu 0.59% 4,559 $600K Reduce -0.9%
FLOT iShares Floating Rate Bond E 0.58% 11,564 $588K Add +1.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.54% 3,600 $553K No change
XOM Exxon Mobil Corp. 0.52% 4,427 $533K Add +0.1%
AAPL Apple Inc. 0.49% 1,839 $500K Add +0.1%
DGRO iShares Core Dividend Growth 0.48% 7,079 $491K Add +0.7%
CSCO Cisco Systems Inc. 0.48% 6,322 $487K Add +0.0%
EFA iShares MSCI Eafe ETF 0.48% 5,053 $485K Add +1.8%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.47% 5,956 $480K Add +1.9%
QQQ Invesco QQQ Trust Series 1 0.46% 762 $468K Add +0.3%
IWS iShares Russell Mid-Cap Valu 0.43% 3,075 $434K Add +0.5%
BRK.B Berkshire Hathaway Inc. Class B 0.41% 840 $422K No change
ICF iShares Select U.S. REIT ETF 0.41% 7,009 $418K Add +1.1%
IJK iShares S&P Mid-Cap 400 Grow 0.37% 3,934 $381K Add +0.2%
AMZN Amazon.com Inc. 0.34% 1,520 $351K No change
QUAL iShares MSCI USA Quality Fac 0.32% 1,629 $323K Reduce -1.2%
EFAV iShares MSCI Eafe Min Vol Fa 0.31% 3,707 $320K Add +1.0%
IJR iShares Core S&P Small-Cap E 0.27% 2,317 $278K Reduce -0.0%
TIP iShares Tips Bond ETF 0.26% 2,378 $261K Add +0.8%
MSFT Microsoft Corp. 0.25% 525 $254K Add +0.2%
JNJ Johnson & Johnson 0.22% 1,084 $224K Add +0.1%
META Meta Platforms Inc. Class A 0.21% 319 $210K Add +0.3%
USMV iShares MSCI USA Min Vol Fac 0.19% 2,097 $197K Reduce -1.5%
ACWI iShares MSCI Acwi ETF 0.16% 1,140 $161K Add +0.9%
PFF iShares Preferred & Income S 0.16% 5,194 $161K Add +1.9%
GLD SPDR Gold Shares 0.16% 400 $159K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.14% 440 $138K Add +0.7%
IUSG iShares Core S&P U.S. Growth 0.13% 792 $133K Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 2,196 $121K Add +0.2%
INTC Intel Corp. 0.12% 3,219 $119K No change
OZK Bank Ozk 0.11% 2,507 $115K Add +1.0%
MRK Merck & Co. Inc. 0.10% 1,013 $107K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.10% 940 $104K Reduce -0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 150 $103K No change
TSLA Tesla Inc. 0.10% 221 $99K Add +4.7%
IEFA iShares Core MSCI Eafe ETF 0.08% 900 $81K Add +8.0%
SLV iShares Silver Trust 0.08% 1,198 $77K No change
AGG iShares Core U.S. Aggregate 0.07% 737 $74K Add +1.4%
PG The Procter & Gamble Co. 0.07% 490 $70K No change
MUB iShares National Muni Bond E 0.07% 625 $67K Reduce -15.4%
CVX Chevron Corp. 0.06% 431 $66K Add +0.5%
FXI iShares China Large-Cap ETF 0.06% 1,649 $63K Add +1.0%
ET Energy Transfer LP 0.06% 3,419 $56K Add +2.0%
AVY Avery Dennison Corp. 0.05% 301 $55K No change
VOO Vanguard S&P 500 ETF 0.05% 80 $50K Reduce -11.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 168 $49K Add +0.6%
IUSV iShares Core S&P U.S. Value 0.05% 473 $49K Add +0.4%
KR Kroger Co. 0.05% 774 $48K Add +0.5%
ITOT iShares Core S&P Total U.S. 0.04% 297 $44K Add +0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 142 $42K No change
MFC Manulife Financial Corp. 0.04% 1,152 $42K No change
EPP iShares MSCI Pacific Ex Japa 0.04% 778 $39K Add +2.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 189 $36K Add +1.1%
CAR Avis Budget Group Inc. 0.03% 253 $32K No change
AMGN Amgen Inc. 0.03% 85 $28K No change
VEA Vanguard Ftse Developed ETF 0.03% 410 $26K Add +1.5%
SYK Stryker Corp. 0.02% 60 $21K No change
FDVV Fidelity High Dividend ETF 0.02% 369 $21K Add +0.8%
DHR Danaher Corp. 0.02% 90 $21K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.02% 70 $19K Add +1.4%
HD Home Depot Inc. 0.02% 56 $19K No change
IJT iShares S&P Small-Cap 600 GR 0.02% 133 $19K No change
NVDA Nvidia Corp. 0.02% 100 $19K No change
BOTZ Global X Robotics & Artifici 0.02% 503 $18K No change
GOOGL Alphabet Inc. Class A 0.01% 45 $14K No change
SPG Simon Property Group Inc. 0.01% 69 $13K Add +1.5%
CVS CVS Health Corp. 0.01% 156 $12K Add +1.3%
LAMR Lamar Advertising Co. Class A 0.01% 94 $12K Add +1.1%
T AT&T Inc. 0.01% 476 $12K Add +1.1%
XNCR Xencor Inc. 0.01% 740 $11K No change
BX Blackstone Inc. 0.01% 73 $11K No change
TGT Target Corp. 0.01% 112 $11K Add +0.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 22 $11K No change
ETN Eaton Corp. PLC 0.01% 33 $11K No change
VZ Verizon Communications Inc. 0.01% 256 $10K Reduce -26.9%
EEM iShares MSCI Emerging Market 0.01% 184 $10K Add +1.1%
XLE SS Energy Select Sector 0.01% 189 $8K Add +1.6%
EFV iShares MSCI Eafe Value ETF 0.01% 115 $8K Add +1.8%
CMCSA Comcast Corp. Class A 0.01% 244 $7K No change
TMUS T-Mobile US Inc. 0.01% 35 $7K No change
EFG iShares MSCI Eafe Growth ETF 0.01% 60 $7K Add +1.7%
NKE Nike Inc. Class B 0.01% 102 $7K No change
BIIB Biogen Inc. 0.01% 29 $5K No change
RMD Resmed Inc. 0.00% 21 $5K No change
FTV Fortive Corp. 0.00% 86 $5K No change
ORGO Organogenesis Holdings Inc. 0.00% 900 $5K No change
BABA Alibaba Group Holding-SP ADR 0.00% 32 $5K No change
M Macy's Inc. 0.00% 185 $4K Add +1.1%
TRP TC Energy Corp. 0.00% 69 $4K Add +1.5%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.00% 10 $3K No change
VLTO Veralto Corp. 0.00% 29 $3K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 14 $3K Add +7.7%
DELL Dell Technologies -C 0.00% 21 $3K No change
VNT Vontier Corp. 0.00% 68 $3K No change
PFE Pfizer Inc. 0.00% 98 $2K Add +2.1%
NCLH Norwegian Cruise Line Holdin 0.00% 100 $2K No change
WBD Warner Bros Discovery Inc. 0.00% 75 $2K No change
IEMG iShares Core MSCI Emerging 0.00% 31 $2K Add +3.3%
IYW iShares Ustechnology ETF 0.00% 10 $2K No change
DBX Dropbox Inc. Class A 0.00% 70 $2K No change
AVXL Anavex Life Sciences Corp. 0.00% 424 $2K No change
RAL Ralliant Corp. 0.00% 28 $1K No change
PEP Pepsico Inc. 0.00% 9 $1K No change
IFRA iShares US Infrastructure 0.00% 13 $701 No change
EMB iShares JP Morgan Usd Emergi 0.00% 6 $615 No change
VNCE Vince Holding Corp. 0.00% 135 $551 No change
VCIT Vanguard Int-Term Corporate 0.00% 5 $455 No change
SOBO South Bow Corp. 0.00% 14 $382 No change
ISTB iShares Core 1-5 Year Usd Bo 0.00% 8 $367 Add +14.3%
VCSH Vanguard S/T Corp. Bond ETF 0.00% 4 $345 No change
NIO Nio Inc. - ADR 0.00% 50 $255 No change
ILTB iShares Core 10+ Year Usd Bo 0.00% 4 $217 No change
VTRS Viatris Inc. 0.00% 11 $138 No change
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: $101.8M.

Portfolio Sells Q3 2025 → Q4 2025
SHY iShares 1-3 Year Treasury Bo Reduce -3.5% 6.12% −0.28
IVV iShares Core S&P 500 ETF Reduce -2.5% 26.08% −0.23
IWP iShares Russell Mid-Cap Grow Reduce -1.9% 1.81% −0.12
IJH iShares Core S&P Midcap ETF Reduce -1.9% 1.58% −0.02
IWR iShares Russell Mid-Cap ETF Reduce -1.1% 0.91% −0.02
MUB iShares National Muni Bond E Reduce -15.4% 0.07% −0.01
IWO iShares Russell 2000 Growth Reduce -1.5% 0.68% −0.01
USMV iShares MSCI USA Min Vol Fac Reduce -1.5% 0.19% −0.01
VOO Vanguard S&P 500 ETF Reduce -11.1% 0.05% −0.01
VZ Verizon Communications Inc. Reduce -26.9% 0.01% −0.01
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -0.5% 0.10% −0.00
IJJ iShares S&P Mid-Cap 400 Valu Reduce -0.9% 0.59% −0.00
IWM iShares Russell 2000 ETF Reduce -1.0% 2.28% −0.00
QUAL iShares MSCI USA Quality Fac Reduce -1.2% 0.32% +0.00
IJR iShares Core S&P Small-Cap E Reduce -0.0% 0.27% +0.00
DIA SS SPDR Dow Jones Indus Avg Reduce -2.4% 1.92% +0.01
IVW iShares S&P 500 Growth ETF Reduce -1.0% 15.37% +0.06

Portfolio Buys Q3 2025 → Q4 2025
IVE iShares S&P 500 Value ETF Add +0.2% 11.68% +0.24
VTI VG Morningstar TS MKT ETF-US Add +1.7% 3.67% +0.11
SHYG iShares 0-5 YR HY Corp. Bond Add +3.4% 3.46% +0.06
CSCO Cisco Systems Inc. Add +0.0% 0.48% +0.05
SLQD iShares 0-5 YR Inv GRD Corp. Add +3.3% 2.11% +0.05
IGE iShares North American Natur Add +0.5% 1.60% +0.03
XOM Exxon Mobil Corp. Add +0.1% 0.52% +0.03
AAPL Apple Inc. Add +0.1% 0.49% +0.03
JNJ Johnson & Johnson Add +0.1% 0.22% +0.02
EFA iShares MSCI Eafe ETF Add +1.8% 0.48% +0.02
IWN iShares Russell 2000 Value E Add +0.6% 0.61% +0.01
DGRO iShares Core Dividend Growth Add +0.7% 0.48% +0.01
QQQ Invesco QQQ Trust Series 1 Add +0.3% 0.46% +0.01
IEFA iShares Core MSCI Eafe ETF Add +8.0% 0.08% +0.01
BAC Bank of America Corp. Add +0.2% 0.12% +0.01
EFAV iShares MSCI Eafe Min Vol Fa Add +1.0% 0.31% +0.01
TSLA Tesla Inc. Add +4.7% 0.10% +0.00
ACWI iShares MSCI Acwi ETF Add +0.9% 0.16% +0.00
IWS iShares Russell Mid-Cap Valu Add +0.5% 0.43% +0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +0.7% 0.14% +0.00
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +1.9% 0.47% +0.00
IJK iShares S&P Mid-Cap 400 Grow Add +0.2% 0.37% +0.00
IUSG iShares Core S&P U.S. Growth Add +0.1% 0.13% +0.00
DVY iShares Select Dividend ETF Add +1.5% 1.86% +0.00
VEA Vanguard Ftse Developed ETF Add +1.5% 0.03% +0.00
IUSV iShares Core S&P U.S. Value Add +0.4% 0.05% +0.00
TGT Target Corp. Add +0.9% 0.01% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +1.1% 0.04% +0.00
M Macy's Inc. Add +1.1% 0.00% +0.00
ITOT iShares Core S&P Total U.S. Add +0.3% 0.04% +0.00
CVS CVS Health Corp. Add +1.3% 0.01% +0.00
EFV iShares MSCI Eafe Value ETF Add +1.8% 0.01% +0.00
LAMR Lamar Advertising Co. Class A Add +1.1% 0.01% +0.00
FDVV Fidelity High Dividend ETF Add +0.8% 0.02% +0.00
EEM iShares MSCI Emerging Market Add +1.1% 0.01% +0.00
AGG iShares Core U.S. Aggregate Add +1.4% 0.07% +0.00
EFG iShares MSCI Eafe Growth ETF Add +1.7% 0.01% +0.00
IEMG iShares Core MSCI Emerging Add +3.3% 0.00% +0.00
TRP TC Energy Corp. Add +1.5% 0.00% +0.00
ISTB iShares Core 1-5 Year Usd Bo Add +14.3% 0.00% 0.00
PFE Pfizer Inc. Add +2.1% 0.00% 0.00
XLE SS Energy Select Sector Add +1.6% 0.01% 0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +7.7% 0.00% 0.00
FLOT iShares Floating Rate Bond E Add +1.1% 0.58% −0.00
SPG Simon Property Group Inc. Add +1.5% 0.01% −0.00
EPP iShares MSCI Pacific Ex Japa Add +2.1% 0.04% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.6% 0.05% −0.00
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +1.4% 0.02% −0.00
CVX Chevron Corp. Add +0.5% 0.06% −0.00
T AT&T Inc. Add +1.1% 0.01% −0.00

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