American Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), American Wealth Advisors, LLC reported 41 stock positions worth $96.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 25.6% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 14.6%) and iShares S&P 500 Value ETF (IVE, 12.5%). Compared with Q4 2025, it sold out of 92, added to 20 and reduced 16. The biggest buy was iShares Select Dividend ETF (DVY, shares +34%) and the biggest sale iShares S&P 500 Growth ETF (IVW, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- JOHNS CREEK, GA
- CIK
- 0002095589
- Portfolio Value
- $96.0M (Q1 2026)
- SEC Filing
- 0001951757-26-000757 ↗ filed Apr 29, 2026
Holdings Value
Holdings 41 stocks · $96.0M
| IVV iShares Core S&P 500 ETF | 25.60% | 37,613 | $24.6M | Reduce -3.0% |
| IVW iShares S&P 500 Growth ETF | 14.58% | 123,717 | $14.0M | Reduce -2.6% |
| IVE iShares S&P 500 Value ETF | 12.53% | 56,953 | $12.0M | Add +1.5% |
| SHY iShares 1-3 Year Treasury Bo | 6.38% | 74,182 | $6.1M | Reduce -1.4% |
| STIP iShares 0-5 Year Tips Bond E | 3.92% | 36,382 | $3.8M | Reduce -4.1% |
| VTI VG Morningstar TS MKT ETF-US | 3.89% | 11,640 | $3.7M | Add +4.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 3.71% | 84,194 | $3.6M | Add +2.3% |
| DVY iShares Select Dividend ETF | 2.85% | 18,056 | $2.7M | Add +34.2% |
| IWM iShares Russell 2000 ETF | 2.44% | 9,437 | $2.3M | Add +0.2% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 2.22% | 42,212 | $2.1M | Reduce -0.2% |
| IGE iShares North American Natur | 2.10% | 31,990 | $2.0M | Reduce -1.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 1.96% | 4,054 | $1.9M | Reduce -0.3% |
| IWP iShares Russell Mid-Cap Grow | 1.73% | 12,983 | $1.7M | Reduce -3.6% |
| IJH iShares Core S&P Midcap ETF | 1.68% | 23,866 | $1.6M | Reduce -2.0% |
| SUB iShares Short-Term National | 1.10% | 9,949 | $1.1M | Reduce -0.2% |
| IWR iShares Russell Mid-Cap ETF | 0.99% | 9,800 | $953K | Add +1.9% |
| HDV iShares Core High Dividend E | 0.87% | 6,170 | $837K | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.78% | 4,428 | $751K | Add +0.0% |
| IWO iShares Russell 2000 Growth | 0.70% | 2,147 | $674K | No change |
| IYR iShares US Real Estate ETF | 0.68% | 6,906 | $653K | Add +0.0% |
| IWN iShares Russell 2000 Value E | 0.67% | 3,410 | $646K | Add +0.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.63% | 4,574 | $606K | Add +0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.60% | 3,600 | $575K | No change |
| FLOT iShares Floating Rate Bond E | 0.56% | 10,604 | $540K | Reduce -8.3% |
| EFA iShares MSCI Eafe ETF | 0.55% | 5,473 | $532K | Add +8.3% |
| CSCO Cisco Systems Inc. | 0.51% | 6,325 | $491K | Add +0.1% |
| AAPL Apple Inc. | 0.49% | 1,841 | $467K | Add +0.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.48% | 5,794 | $461K | Reduce -2.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 763 | $440K | Add +0.1% |
| DGRO iShares Core Dividend Growth | 0.46% | 6,235 | $438K | Reduce -11.9% |
| IWS iShares Russell Mid-Cap Valu | 0.45% | 2,976 | $434K | Reduce -3.2% |
| ICF iShares Select U.S. REIT ETF | 0.42% | 6,527 | $404K | Reduce -6.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 840 | $403K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.41% | 3,938 | $396K | Add +0.1% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.38% | 3,957 | $362K | Add +6.7% |
| AMZN Amazon.com Inc. | 0.33% | 1,520 | $317K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.33% | 1,632 | $313K | Add +0.2% |
| IJR iShares Core S&P Small-Cap E | 0.30% | 2,281 | $284K | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.28% | 1,085 | $265K | Add +0.1% |
| TIP iShares Tips Bond ETF | 0.27% | 2,378 | $262K | No change |
| META Meta Platforms Inc. Class A | 0.26% | 443 | $253K | Add +38.9% |
Portfolio Sells Q4 2025 → Q1 2026
| IVW iShares S&P 500 Growth ETF | Reduce -2.6% | 14.58% | −0.79 |
| IVV iShares Core S&P 500 ETF | Reduce -3.0% | 25.60% | −0.47 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.25 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.19 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.16 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.16 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.16 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.14 |
| IUSG iShares Core S&P U.S. Growth | Sold out | 0.00% | −0.13 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.12 |
| INTC Intel Corp. | Sold out | 0.00% | −0.12 |
| OZK Bank Ozk | Sold out | 0.00% | −0.11 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.10 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.10 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.10 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.08 |
| IWP iShares Russell Mid-Cap Grow | Reduce -3.6% | 1.73% | −0.08 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.08 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.07 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.07 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.07 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.06 |
| FXI iShares China Large-Cap ETF | Sold out | 0.00% | −0.06 |
| ET Energy Transfer LP | Sold out | 0.00% | −0.06 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.05 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.05 |
| IUSV iShares Core S&P U.S. Value | Sold out | 0.00% | −0.05 |
| KR Kroger Co. | Sold out | 0.00% | −0.05 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.04 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.04 |
| MFC Manulife Financial Corp. | Sold out | 0.00% | −0.04 |
| EPP iShares MSCI Pacific Ex Japa | Sold out | 0.00% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.04 |
| CAR Avis Budget Group Inc. | Sold out | 0.00% | −0.03 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.03 |
| DGRO iShares Core Dividend Growth | Reduce -11.9% | 0.46% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.03 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.02 |
| FDVV Fidelity High Dividend ETF | Sold out | 0.00% | −0.02 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.02 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.02 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.02 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.02 |
| BOTZ Global X Robotics & Artifici | Sold out | 0.00% | −0.02 |
| FLOT iShares Floating Rate Bond E | Reduce -8.3% | 0.56% | −0.01 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.01 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| DVY iShares Select Dividend ETF | Add +34.2% | 2.85% | +0.98 |
| IVE iShares S&P 500 Value ETF | Add +1.5% | 12.53% | +0.85 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.78% | +0.26 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +2.3% | 3.71% | +0.25 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.5% | 3.89% | +0.22 |
| IWM iShares Russell 2000 ETF | Add +0.2% | 2.44% | +0.16 |
| HDV iShares Core High Dividend E | Add +0.2% | 0.87% | +0.14 |
| IWR iShares Russell Mid-Cap ETF | Add +1.9% | 0.99% | +0.08 |
| EFA iShares MSCI Eafe ETF | Add +8.3% | 0.55% | +0.08 |
| IWN iShares Russell 2000 Value E | Add +0.3% | 0.67% | +0.07 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +6.7% | 0.38% | +0.06 |
| META Meta Platforms Inc. Class A | Add +38.9% | 0.26% | +0.06 |
| JNJ Johnson & Johnson | Add +0.1% | 0.28% | +0.06 |
| IYR iShares US Real Estate ETF | Add +0.0% | 0.68% | +0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.3% | 0.63% | +0.04 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.1% | 0.41% | +0.04 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.51% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +0.2% | 0.33% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.46% | −0.00 |
| AAPL Apple Inc. | Add +0.1% | 0.49% | −0.00 |
Notes & Other Activity Q4 2025 → Q1 2026
| IEP Icahn Enterprises LP | DEPOSITARY UNIT | Sold out | 0 | $1before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.