American Financial Advisors, LLC
CIK: 0001767898SEC EDGAR →
Portfolio Value
$774.7M
Holdings
160
As of
Q4 2025
New Positions
160
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO QQQ TR | 129,656 | $79.6M | 10.28% |
| 2 | VANGUARD WHITEHALL FDS | 456,238 | $41.7M | 5.39% |
| 3 | ISHARES TR | 110,979 | $41.4M | 5.35% |
| 4 | BERKSHIRE HATHAWAY INC DEL | 80,161 | $40.3M | 5.20% |
| 5 | VANGUARD SPECIALIZED FUNDS | 177,487 | $39.0M | 5.04% |
| 6 | SCHWAB STRATEGIC TR | 1,412,038 | $38.7M | 5.00% |
| 7 | VANGUARD INDEX FDS | 120,944 | $36.5M | 4.72% |
| 8 | VANGUARD SCOTTSDALE FDS | 415,679 | $34.8M | 4.49% |
| 9 | FIRST TR EXCHANGE-TRADED FD | 368,512 | $34.1M | 4.40% |
| 10 | VANGUARD SCOTTSDALE FDS | 422,689 | $33.7M | 4.35% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (160)
$79.6M · 130K shares
$41.7M · 456K shares
$41.4M · 111K shares
$40.3M · 80K shares
$39.0M · 177K shares
$38.7M · 1.4M shares
$36.5M · 121K shares
$34.8M · 416K shares
$34.1M · 369K shares
$33.7M · 423K shares
$25.4M · 164K shares
$24.2M · 83K shares
$23.3M · 256K shares
$18.9M · 711K shares
$17.2M · 345K shares
$14.6M · 498K shares
$14.3M · 200K shares
$13.7M · 208K shares
$13.6M · 13K shares
$12.0M · 260K shares
$11.2M · 393K shares
$9.8M · 243K shares
$9.6M · 138K shares
$9.6M · 189K shares
$8.4M · 31K shares
$6.2M · 27K shares
$5.6M · 17K shares
$5.1M · 16K shares
$4.3M · 6K shares
$4.0M · 21K shares
$3.5M · 29K shares
$3.1M · 32K shares
$3.0M · 56K shares
$2.8M · 35K shares
$2.6M · 34K shares
$2.6M · 11K shares
$2.5M · 105K shares
$2.1M · 6K shares
$2.1M · 78K shares
$2.1M · 52K shares
$2.0M · 4K shares
$1.9M · 10K shares
$1.9M · 27K shares
$1.9M · 3K shares
$1.9M · 3K shares
$1.9M · 40K shares
$1.8M · 40K shares
$1.7M · 7K shares
$1.7M · 37K shares
$1.6M · 81K shares
$1.5M · 3K shares
$1.5M · 8K shares
$1.5M · 55K shares
$1.5M · 15K shares
$1.5M · 10K shares
$1.5M · 147K shares
$1.4M · 7K shares
$1.4M · 22K shares
$1.3M · 4K shares
$1.2M · 36K shares
$1.2M · 31K shares
$1.2M · 21K shares
$1.1M · 3K shares
$1.1M · 5K shares
$1.0M · 8K shares
$989K · 14K shares
$971K · 11K shares
$956K · 3K shares
$927K · 13K shares
$912K · 9K shares
$886K · 4K shares
$858K · 32K shares
$819K · 24K shares
$736K · 5K shares
$689K · 6K shares
$658K · 1K shares
$636K · 3K shares
$625K · 4K shares
$613K · 6K shares
$606K · 19K shares
$601K · 13K shares
$588K · 2K shares
$582K · 50K shares
$565K · 12K shares
$561K · 5K shares
$545K · 2K shares
$527K · 7K shares
$523K · 10K shares
$518K · 7K shares
$515K · 3K shares
$510K · 6K shares
$502K · 1K shares
$479K · 2K shares
$476K · 8K shares
$464K · 21K shares
$457K · 975 shares
$451K · 7K shares
$437K · 2K shares
$436K · 5K shares
$435K · 6K shares
$431K · 4K shares
$411K · 5K shares
$408K · 2K shares
$402K · 2K shares
$401K · 8K shares
$395K · 12K shares
$379K · 12K shares
$378K · 4K shares
$376K · 2K shares
$356K · 14K shares
$356K · 4K shares
$355K · 8K shares
$336K · 9K shares
$335K · 8K shares
$332K · 11K shares
$331K · 4K shares
$310K · 3K shares
$307K · 4K shares
$306K · 3K shares
$303K · 484 shares
$301K · 7K shares
$301K · 6K shares
$294K · 8K shares
$293K · 334 shares
$293K · 7K shares
$292K · 388 shares
$291K · 3K shares
$290K · 4K shares
$282K · 7K shares
$278K · 570 shares
$274K · 7K shares
$273K · 2K shares
$266K · 815 shares
$263K · 925 shares
$260K · 2K shares
$260K · 1K shares
$260K · 705 shares
$258K · 753 shares
$254K · 1K shares
$252K · 766 shares
$251K · 2K shares
$248K · 3K shares
$247K · 2K shares
$238K · 2K shares
$230K · 5K shares
$227K · 2K shares
$221K · 468 shares
$217K · 846 shares
$214K · 376 shares
$210K · 1K shares
$210K · 544 shares
$210K · 2K shares
$208K · 5K shares
$207K · 3K shares
$206K · 2K shares
$205K · 1K shares
$203K · 5K shares
$201K · 2K shares
$97K · 12K shares
$32K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 108 | $581.2M | 75.0% |
| Unknown | 3 | $120.2M | 15.5% |
| Technology | 16 | $18.7M | 2.4% |
| Healthcare | 7 | $16.0M | 2.1% |
| Industrials | 5 | $11.8M | 1.5% |
| Consumer Cyclical | 7 | $11.4M | 1.5% |
| Communication Services | 5 | $8.9M | 1.1% |
| Real Estate | 1 | $1.9M | 0.3% |
| Consumer Defensive | 4 | $1.7M | 0.2% |
| Basic Materials | 1 | $1.5M | 0.2% |
| Utilities | 2 | $1.0M | 0.1% |
| Energy | 1 | $306K | 0.0% |