American Wealth Advisors, LLC
Follow13F filer, CIK 2095589, JOHNS CREEK, GA
American Wealth Advisors, LLC reported $95,961,575 across 41 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-29. Its ten largest share positions make up 78.13% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000757
- Period
- 2026-03-31
- Reported value
- $96M
- Holdings
- 41
- Top 10 weight
- 78.13%
- New
- 0
- Sold out
- 93
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| DVYadded | +4,602 | $697K |
| IVEadded | +832 | $176K |
| VTIadded | +501 | $161K |
| SHYGadded | +1,911 | $80.9K |
| METAadded | +124 | $70.9K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IVVreduced | -1,145 | -$748K |
| IVWreduced | -3,256 | -$368K |
| MSFTexited | -525 | -$254K |
| USMVexited | -2,097 | -$197K |
| STIPreduced | -1,573 | -$163K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2026
Share positions as resolved from 13F-HR 0001951757-26-000757, largest first. % of portfolio is the value over $95,961,575, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| IVVISHARES TR | 37,613 | $24.6M | 25.6% | -1,145 | Timeline | ||
| IVWISHARES TR | 123,717 | $14M | 14.58% | -3,256 | Timeline | ||
| IVEISHARES TR | 56,953 | $12M | 12.53% | +832 | Timeline | ||
| SHYISHARES TR | 74,182 | $6.13M | 6.38% | -1,036 | Timeline | ||
| STIPISHARES TR | 36,382 | $3.76M | 3.92% | -1,573 | Timeline | ||
| VTIVANGUARD INDEX FDS | 11,640 | $3.73M | 3.89% | +501 | Timeline | ||
| SHYGISHARES TR | 84,194 | $3.56M | 3.71% | +1,911 | Timeline | ||
| DVYISHARES TR | 18,056 | $2.73M | 2.85% | +4,602 | Timeline | ||
| IWMISHARES TR | 9,437 | $2.34M | 2.44% | +17 | Timeline | ||
| SLQDISHARES TR | 42,212 | $2.13M | 2.22% | -71 | Timeline | ||
| IGEISHARES TR | 31,990 | $2.01M | 2.1% | -371 | Timeline | ||
| DIASTATE STR SPDR DOW JONES IND | 4,054 | $1.88M | 1.96% | -11 | Timeline | ||
| IWPISHARES TR | 12,983 | $1.66M | 1.73% | -479 | Timeline | ||
| IJHISHARES TR | 23,866 | $1.61M | 1.68% | -489 | Timeline | ||
| SUBISHARES TR | 9,949 | $1.06M | 1.1% | -16 | Timeline | ||
| IWRISHARES TR | 9,800 | $953K | 0.99% | +186 | Timeline | ||
| HDVISHARES TR | 6,170 | $837K | 0.87% | +13 | Timeline | ||
| XOMEXXON MOBIL CORP | 4,428 | $751K | 0.78% | +1 | Timeline | ||
| IWOISHARES TR | 2,147 | $674K | 0.7% | 0 | Timeline | ||
| IYRISHARES TR | 6,906 | $653K | 0.68% | +1 | Timeline | ||
| IWNISHARES TR | 3,410 | $646K | 0.67% | +9 | Timeline | ||
| IJJISHARES TR | 4,574 | $606K | 0.63% | +15 | Timeline | ||
| TJXTJX COS INC NEW | 3,600 | $575K | 0.6% | 0 | Timeline | ||
| FLOTISHARES TR | 10,604 | $540K | 0.56% | -960 | Timeline | ||
| EFAISHARES TR | 5,473 | $532K | 0.55% | +420 | Timeline | ||
| CSCOCISCO SYS INC | 6,325 | $491K | 0.51% | +3 | Timeline | ||
| AAPLAPPLE INC | 1,841 | $467K | 0.49% | +2 | Timeline | ||
| HYGISHARES TR | 5,794 | $461K | 0.48% | -162 | Timeline | ||
| QQQINVESCO QQQ TR | 763 | $440K | 0.46% | +1 | Timeline | ||
| DGROISHARES TR | 6,235 | $438K | 0.46% | -844 | Timeline | ||
| IWSISHARES TR | 2,976 | $434K | 0.45% | -99 | Timeline | ||
| ICFISHARES TR | 6,527 | $404K | 0.42% | -482 | Timeline | ||
| BRK-BBERKSHIRE HATHAWAY INC DEL | 840 | $403K | 0.42% | 0 | Timeline | ||
| IJKISHARES TR | 3,938 | $396K | 0.41% | +4 | Timeline | ||
| EFAVISHARES TR | 3,957 | $362K | 0.38% | +250 | Timeline | ||
| AMZNAMAZON COM INC | 1,520 | $317K | 0.33% | 0 | Timeline | ||
| QUALISHARES TR | 1,632 | $313K | 0.33% | +3 | Timeline | ||
| IJRISHARES TR | 2,281 | $284K | 0.3% | -36 | Timeline | ||
| JNJJOHNSON & JOHNSON | 1,085 | $265K | 0.28% | +1 | Timeline | ||
| TIPISHARES TR | 2,378 | $262K | 0.27% | 0 | Timeline | ||
| METAMETA PLATFORMS INC | 443 | $253K | 0.26% | +124 | Timeline |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| MSFTMICROSOFT CORP | 525 | $254K | shares |
| USMVISHARES TR | 2,097 | $197K | shares |
| ACWIISHARES TR | 1,140 | $161K | shares |
| PFFISHARES TR | 5,194 | $161K | shares |
| GLDSPDR GOLD TR | 400 | $159K | shares |
| VVVANGUARD INDEX FDS | 440 | $138K | shares |
| IUSGISHARES TR | 792 | $133K | shares |
| BACBANK OF AMER CORP | 2,196 | $121K | shares |
| INTCINTEL CORP | 3,219 | $119K | shares |
| OZKBANK OZK LITTLE ROCK ARK | 2,507 | $115K | shares |
| MRKMERCK & CO INC | 1,013 | $107K | shares |
| LQDISHARES TR | 940 | $104K | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 150 | $103K | shares |
| TSLATESLA INC | 221 | $99.4K | shares |
| IEFAISHARES TR | 900 | $80.5K | shares |
| SLVISHARES SILVER TR | 1,198 | $77.2K | shares |
| AGGISHARES TR | 737 | $73.6K | shares |
| PGPROCTER & GAMBLE CO | 490 | $70.3K | shares |
| MUBISHARES TR | 625 | $67K | shares |
| CVXCHEVRON CORPORATION | 431 | $65.7K | shares |
| FXIISHARES TR | 1,649 | $63.2K | shares |
| ETENERGY TRANSFER L P | 3,419 | $56.4K | shares |
| AVYAVERY DENNISON CORP | 301 | $54.7K | shares |
| VOOVANGUARD INDEX FDS | 80 | $50.2K | shares |
| VOVANGUARD INDEX FDS | 168 | $48.8K | shares |
| IUSVISHARES TR | 473 | $48.5K | shares |
| KRKROGER CO | 774 | $48.4K | shares |
| ITOTISHARES TR | 297 | $44.2K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 142 | $42.2K | shares |
| MFCMANULIFE FINL CORP | 1,152 | $41.8K | shares |
| EPPISHARES INC | 778 | $39.3K | shares |
| VTVVANGUARD INDEX FDS | 189 | $36.2K | shares |
| CARAVIS BUDGET GROUP INC | 253 | $32.4K | shares |
| AMGNAMGEN INC | 85 | $27.8K | shares |
| VEAVANGUARD TAX-MANAGED FDS | 410 | $25.6K | shares |
| SYKSTRYKER CORPORATION | 60 | $21K | shares |
| FDVVFIDELITY COVINGTON TRUST | 369 | $20.9K | shares |
| DHRDANAHER CORP DEL | 90 | $20.6K | shares |
| VOTVANGUARD INDEX FDS | 70 | $19.4K | shares |
| HDHOME DEPOT INC | 56 | $19.3K | shares |
| IJTISHARES TR | 133 | $18.8K | shares |
| NVDANVIDIA CORPORATION | 100 | $18.7K | shares |
| BOTZGLOBAL X FDS | 503 | $18.2K | shares |
| GOOGLALPHABET INC | 45 | $14.2K | shares |
| SPGSIMON PPTY GROUP INC NEW | 69 | $12.7K | shares |
| CVSCVS HEALTH CORP | 156 | $12.4K | shares |
| LAMRLAMAR ADVERTISING CO | 94 | $11.9K | shares |
| TAT&T INC | 476 | $11.8K | shares |
| XNCRXENCOR INC | 740 | $11.3K | shares |
| BXBLACKSTONE INC | 73 | $11.3K | shares |
| TGTTARGET CORP | 112 | $11K | shares |
| VUGVANGUARD INDEX FDS | 22 | $10.8K | shares |
| ETNEATON CORP PLC | 33 | $10.6K | shares |
| VZVERIZON COMMUNICATIONS INC | 256 | $10.4K | shares |
| EEMISHARES TR | 184 | $10.1K | shares |
| XLESELECT SECTOR SPDR TR | 189 | $8.43K | shares |
| EFVISHARES TR | 115 | $8.24K | shares |
| CMCSACOMCAST CORP NEW | 244 | $7.29K | shares |
| TMUST-MOBILE US INC | 35 | $7.15K | shares |
| EFGISHARES TR | 60 | $6.86K | shares |
| NKENIKE INC | 102 | $6.53K | shares |
| BIIBBIOGEN INC | 29 | $5.1K | shares |
| RMDRESMED INC | 21 | $4.98K | shares |
| FTVFORTIVE CORP | 86 | $4.75K | shares |
| ORGOORGANOGENESIS HLDGS INC | 900 | $4.66K | shares |
| BABAALIBABA GROUP HLDG LTD | 32 | $4.64K | shares |
| MMACYS INC | 185 | $4.08K | shares |
| TRPTC ENERGY CORP | 69 | $3.79K | shares |
| VBKVANGUARD INDEX FDS | 10 | $3.06K | shares |
| VLTOVERALTO CORP | 29 | $2.92K | shares |
| VBRVANGUARD INDEX FDS | 14 | $2.87K | shares |
| DELLDELL TECHNOLOGIES INC | 21 | $2.6K | shares |
| VNTVONTIER CORPORATION | 68 | $2.53K | shares |
| PFEPFIZER INC | 98 | $2.44K | shares |
| NCLHNORWEGIAN CRUISE LINE HLDGS | 100 | $2.23K | shares |
| WBDWARNER BROS DISCOVERY INC | 75 | $2.16K | shares |
| IEMGISHARES INC | 31 | $2.07K | shares |
| IYWISHARES TR | 10 | $2K | shares |
| DBXDROPBOX INC | 70 | $1.95K | shares |
| AVXLANAVEX LIFE SCIENCES CORP | 424 | $1.51K | shares |
| RALRALLIANT CORP | 28 | $1.43K | shares |
| PEPPEPSICO INC | 9 | $1.29K | shares |
| IFRAISHARES TR | 13 | $701 | shares |
| EMBISHARES TR | 6 | $615 | shares |
| VNCEVINCE HLDG CORP | 135 | $551 | shares |
| VCITVANGUARD SCOTTSDALE FDS | 5 | $455 | shares |
| SOBOSOUTH BOW CORP | 14 | $382 | shares |
| ISTBISHARES TR | 8 | $367 | shares |
| VCSHVANGUARD SCOTTSDALE FDS | 4 | $345 | shares |
| NIONIO INC | 50 | $255 | shares |
| ILTBISHARES TR | 4 | $217 | shares |
| VTRSVIATRIS INC | 11 | $138 | shares |
| IEPICAHN ENTERPRISES LP | 0 | $1 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001951757-26-000757 | base | 2026-04-29 | acceptance time not in the bulk data set |