American Wealth Advisors, LLC Portfolio Holdings

American Wealth Advisors, LLC

  • $102 Billion
  • Q4 2025

American Wealth Advisors, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $102 Billion distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $26.6B, Ishares S&P 500 Growth ETF with a value of $15.7B, Ishares S&P 500 Value ETF with a value of $11.9B, Ishares Barclays 1 3 Year Trea with a value of $6.23B, and Ishares Barclays 0 5 Year Tips with a value of $3.88B.

Examining the 13F form we can see an increase of $733M in the current position value, from $101B to 102B.

American Wealth Advisors, LLC is based out at Johns Creek, GA

Below you can find more details about American Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $102 Billion
ETFs: $97 Billion
Technology: $1.43 Billion
Consumer Cyclical: $1.04 Billion
Financial Services: $711 Million
Energy: $659 Million
Healthcare: $443 Million
Communication Services: $263 Million
Consumer Defensive: $131 Million
Other: $122 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$891M
$11.3 Million 0.01% of portfolio
740
Q3 2025 New
$593M
$4.66 Million 0.0% of portfolio
900
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $102 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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