§ 13F · FUND PROFILE
American Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $101M (13F)Positions · 134Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 38K | $25M | 25.6% | −3% |
| 2 | IVW | ISHARES TR | 124K | $14M | 14.6% | −3% |
| 3 | IVE | ISHARES TR | 57K | $12M | 12.5% | +1% |
| 4 | SHY | ISHARES TR | 74K | $6M | 6.4% | −1% |
| 5 | STIP | ISHARES TR | 36K | $4M | 3.9% | −4% |
| 6 | VTI | VANGUARD INDEX FDS | 12K | $4M | 3.9% | +5% |
| 7 | SHYG | ISHARES TR | 84K | $4M | 3.7% | +2% |
| 8 | DVY | ISHARES TR | 18K | $3M | 2.8% | +34% |
| 9 | IWM | ISHARES TR | 9K | $2M | 2.4% | ±0% |
| 10 | SLQD | ISHARES TR | 42K | $2M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AMERICAN SIGNAL
AC read
American Wealth Advisors, LLC is a Other fund managing $101 million in assets. The fund runs a portfolio of 134 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed