Universe · entity
American Financial Advisors, LLC
Institutional manager (13F) · CIK 1767898
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $693M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | INVESCO QQQ TR | $74M | 127,911 |
| 2 | SCHWAB STRATEGIC TR | $42M | 1,375,154 |
| 3 | VANGUARD WHITEHALL FDS | $40M | 453,226 |
| 4 | ISHARES TR | $39M | 108,328 |
| 5 | BERKSHIRE HATHAWAY INC DEL | $38M | 79,025 |
| 6 | VANGUARD SPECIALIZED FUNDS | $37M | 173,077 |
| 7 | VANGUARD INDEX FDS | $36M | 117,712 |
| 8 | VANGUARD SCOTTSDALE FDS | $34M | 415,601 |
| 9 | VANGUARD SCOTTSDALE FDS | $34M | 431,209 |
| 10 | FIRST TR EXCHANGE-TRADED FD | $33M | 360,931 |
| 11 | VANGUARD INDEX FDS | $24M | 82,968 |
| 12 | SPDR SERIES TRUST | $24M | 249,707 |
| 13 | SELECT SECTOR SPDR TR | $24M | 160,500 |
| 14 | CAPITAL GRP FIXED INCM ETF T | $18M | 691,505 |
| 15 | FIRST TR EXCHANGE-TRADED FD | $17M | 343,764 |
| 16 | VANECK ETF TRUST | $14M | 493,740 |
| 17 | ISHARES TR | $14M | 204,689 |
| 18 | FIRST TR EXCHANGE-TRADED FD | $13M | 200,392 |
| 19 | J P MORGAN EXCHANGE TRADED F | $12M | 261,282 |
| 20 | ELI LILLY & CO | $12M | 12,690 |
| 21 | SCHWAB STRATEGIC TR | $11M | 389,669 |
| 22 | J P MORGAN EXCHANGE TRADED F | $11M | 213,543 |
| 23 | SELECT SECTOR SPDR TR | $10M | 238,717 |
| 24 | DELTA AIR LINES INC | $9M | 132,255 |
| 25 | APPLE INC | $7M | 29,527 |
| 26 | VANGUARD INDEX FDS | $5M | 16,882 |
| 27 | AMAZON COM INC | $5M | 25,016 |
| 28 | ALPHABET INC | $4M | 15,635 |
| 29 | ISHARES TR | $4M | 6,099 |
| 30 | NVIDIA CORPORATION | $4M | 21,026 |
| 31 | SPDR SERIES TRUST | $4M | 27,972 |
| 32 | ISHARES TR | $3M | 32,034 |
| 33 | VANGUARD INTL EQUITY INDEX F | $3M | 55,623 |
| 34 | SPDR SERIES TRUST | $3M | 36,919 |
| 35 | SPDR SERIES TRUST | $3M | 10,593 |
| 36 | SCHWAB STRATEGIC TR | $3M | 105,196 |
| 37 | ISHARES TR | $2M | 31,068 |
| 38 | SCHWAB STRATEGIC TR | $2M | 87,475 |
| 39 | HOME DEPOT INC | $2M | 6,605 |
| 40 | DIMENSIONAL ETF TRUST | $2M | 52,556 |
| 41 | SPDR SERIES TRUST | $2M | 41,264 |
| 42 | WELLTOWER INC | $2M | 9,851 |
| 43 | FIRST TR EXCHANGE TRADED FD | $2M | 27,670 |
| 44 | SOUTHERN COPPER CORP | $2M | 10,535 |
| 45 | STATE STR SPDR S&P 500 ETF T | $2M | 2,706 |
| 46 | FIRST TR EXCHNG TRADED FD VI | $2M | 39,226 |
| 47 | INVESCO EXCHANGE TRADED FD T | $2M | 36,432 |
| 48 | ISHARES TR | $2M | 8,364 |
| 49 | META PLATFORMS INC | $2M | 2,753 |
| 50 | CAPITAL GRP FIXED INCM ETF T | $2M | 57,706 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.