American Wealth Advisors, LLC
CIK: 0002095589SEC EDGAR →
Portfolio Value
$101.8M
Holdings
134
As of
Q4 2025
New Positions
131
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 38,758 | $26.6M | 26.08% |
| 2 | ISHARES TR | 126,973 | $15.7M | 15.37% |
| 3 | ISHARES TR | 56,121 | $11.9M | 11.68% |
| 4 | ISHARES TR | 75,218 | $6.2M | 6.12% |
| 5 | ISHARES TR | 37,955 | $3.9M | 3.81% |
| 6 | VANGUARD INDEX FDS | 11,139 | $3.7M | 3.67% |
| 7 | ISHARES TR | 82,283 | $3.5M | 3.46% |
| 8 | ISHARES TR | 9,420 | $2.3M | 2.28% |
| 9 | ISHARES TR | 42,283 | $2.1M | 2.10% |
| 10 | SPDR DOW JONES INDL AVERAGE | 4,065 | $2.0M | 1.92% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 72 | $94.6M | 93.0% |
| Unknown | 9 | $3.1M | 3.0% |
| Technology | 11 | $1.5M | 1.5% |
| Consumer Cyclical | 9 | $1.0M | 1.0% |
| Energy | 5 | $656K | 0.6% |
| Healthcare | 12 | $433K | 0.4% |
| Communication Services | 6 | $251K | 0.2% |
| Consumer Defensive | 3 | $119K | 0.1% |
| Industrials | 5 | $67K | 0.1% |
| Real Estate | 2 | $23K | 0.0% |