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Institutional

American Financial Advisors, LLC

CIK 0001767898
$831.1M
Reported AUM
169
Positions
Q2 2026
Period
2026-07-14
Filed

Editorial summary

Summary for American Financial Advisors, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

QQQ$88.4MVIGI$43.6MIWB$43.3MVBK$41.8MBERKSHIVIGVCITVCSHFTCSSCHDVOXLVOther$343.0MAL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1QQQINVESCO QQQ TR$688.220.68%24.01%85.38%$88.4M10.64%HELD
2VIGIVANGUARD WHITEHALL FDS$97.24-0.83%16.45%25.97%$43.6M5.25%HELD
3IWBISHARES TR$408.300.62%20.01%69.99%$43.3M5.22%HELD
4VBKVANGUARD INDEX FDS$340.36-0.30%23.52%20.43%$41.8M5.03%HELD
5BRK/BBERKSHIRE HATHAWAY INC DEL$41.1M4.94%HELD
6VIGVANGUARD SPECIALIZED FUNDS$239.14-0.38%18.88%61.24%$40.2M4.83%HELD
7VCITVANGUARD SCOTTSDALE FDS$81.26-0.15%2.35%3.75%$36.1M4.34%HELD
8VCSHVANGUARD SCOTTSDALE FDS$78.62-0.06%3.13%12.21%$35.6M4.28%HELD
9FTCSFIRST TR EXCHANGE-TRADED FD$98.80-0.51%10.95%33.07%$35.0M4.21%HELD
10SCHDSCHWAB STRATEGIC TR$33.470.18%31.30%54.20%$29.5M3.55%HELD
11VOVANGUARD INDEX FDS$80.94-0.06%16.07%40.55%$27.5M3.31%HELD
12XLVSELECT SECTOR SPDR TR$162.55-0.59%26.88%31.14%$26.0M3.13%HELD
13CGCBCAPITAL GRP FIXED INCM ETF T$25.75-0.66%1.33%16.73%$18.4M2.21%HELD
14CIBRFIRST TR EXCHANGE-TRADED FD$91.832.01%27.71%80.26%$17.8M2.14%HELD
15SLYVSPDR SERIES TRUST$108.460.14%38.75%42.92%$17.6M2.12%HELD
16LMBSFIRST TR EXCHANGE-TRADED FD$49.49-0.08%4.53%16.44%$17.0M2.05%HELD
17LLYELI LILLY & CO$1148.35-0.57%50.85%361.96%$15.0M1.80%HELD
18IJHISHARES TR$75.29-0.08%22.45%46.59%$15.0M1.80%HELD
19SCHASCHWAB STRATEGIC TR$33.54-0.45%33.85%38.38%$13.5M1.63%HELD
20JPIEJ P MORGAN EXCHANGE TRADED F$45.84-0.09%4.74%16.90%$13.2M1.59%HELD
21GRNJTIDAL TRUST III$28.20-0.25%18.19%10.37%$12.5M1.51%HELD
22DALDELTA AIR LINES INC$87.44-1.30%75.09%126.95%$12.1M1.45%HELD
23GRNYTIDAL TRUST I$27.010.75%17.25%35.05%$10.6M1.28%HELD
24XLRESELECT SECTOR SPDR TR$45.07-0.51%12.82%11.63%$10.6M1.28%HELD
25JPSTJ P MORGAN EXCHANGE TRADED F$50.540.00%3.90%19.93%$10.5M1.27%HELD
26ANGLVANECK ETF TRUST$28.92-0.03%5.87%14.16%$9.2M1.10%HELD
27AAPLAPPLE INC$310.42-6.90%65.41%124.96%$8.2M0.98%HELD
28VTIVANGUARD INDEX FDS$368.220.53%21.20%68.49%$6.2M0.75%HELD
29AMZNAMAZON COM INC$271.4215.25%9.66%35.70%$5.7M0.69%HELD
30GOOGLALPHABET INC$355.996.69%85.11%143.37%$5.5M0.66%HELD
31IVVISHARES TR$750.460.71%$4.4M0.54%HELD
32NVDANVIDIA CORPORATION$201.193.15%$4.0M0.48%HELD
33XBISPDR SERIES TRUST$147.01-2.94%$3.9M0.47%HELD
34VWOVANGUARD INTL EQUITY INDEX F$58.760.97%$3.3M0.40%HELD
35EFAISHARES TR$105.63-0.57%$3.3M0.39%HELD
36SPYMSPDR SERIES TRUST$87.910.69%$3.2M0.39%HELD
37XARSPDR SERIES TRUST$264.860.77%$2.8M0.34%HELD
38SCHFSCHWAB STRATEGIC TR$27.43-0.58%$2.8M0.34%HELD
39SCHXSCHWAB STRATEGIC TR$29.440.65%$2.5M0.30%HELD
40SPSMSPDR SERIES TRUST$56.570.00%$2.4M0.29%HELD
41DFACDIMENSIONAL ETF TRUST$44.490.36%$2.3M0.28%HELD
42HDHOME DEPOT INC$331.99-0.41%$2.3M0.28%HELD
43RDVYFIRST TR EXCHANGE TRADED FD$81.090.36%$2.2M0.27%HELD
44WELLWELLTOWER INC$234.80-0.35%$2.2M0.26%HELD
45SCZISHARES TR$83.90-0.56%$2.1M0.25%HELD
46QQQMINVESCO EXCH TRADED FD TR II$283.290.69%$2.0M0.25%HELD
47RSPTINVESCO EXCHANGE TRADED FD T$60.420.57%$2.0M0.25%HELD
48SPYSTATE STR SPDR S&P 500 ETF T$746.850.70%$2.0M0.24%HELD
49SMHVANECK ETF TRUST$540.530.30%$1.9M0.23%HELD
50SCCOSOUTHERN COPPER CORP$182.71-1.24%$1.9M0.22%HELD
51IWNISHARES TR$221.24-0.25%$1.7M0.21%HELD
52JQUAJ P MORGAN EXCHANGE TRADED F$72.220.08%$1.7M0.20%HELD
53IWDISHARES TR$251.780.43%$1.6M0.20%HELD
54CGMUCAPITAL GRP FIXED INCM ETF T$27.00-0.44%$1.6M0.19%HELD
55RWRSPDR SERIES TRUST$115.94-0.40%$1.6M0.19%HELD
56FIXDFIRST TR EXCHNG TRADED FD VI$42.83-0.16%$1.5M0.19%HELD
57METAMETA PLATFORMS INC$556.343.21%$1.5M0.19%HELD
58GEGE AEROSPACE$360.331.49%$1.5M0.18%HELD
59MSFTMICROSOFT CORP$465.003.08%$1.5M0.18%HELD
60NBISNEBIUS GROUP N.V.$190.511.10%$1.4M0.17%HELD
61DNPDNP SELECT INCOME FD INC$10.75-1.74%$1.3M0.16%HELD
62TSLATESLA INC$311.110.73%$1.3M0.15%HELD
63VBRVANGUARD INDEX FDS$244.71-0.16%$1.2M0.15%HELD
64KOCOCA COLA CO$87.58-1.02%$1.2M0.14%HELD
65CGIECAPITAL GROUP INTERNATIONAL$36.93-0.03%$1.1M0.13%HELD
66IVWISHARES TR$135.211.41%$1.1M0.13%HELD
67XLFSELECT SECTOR SPDR TR$56.93-0.12%$1.1M0.13%HELD
68TCAFT ROWE PRICE EXCHANGE-TRADED$41.490.88%$1.1M0.13%HELD
69VNQVANGUARD INDEX FDS$98.95-0.54%$1.1M0.13%HELD
70GEVGE VERNOVA INC$990.110.83%$1.1M0.13%HELD
71MRVLMARVELL TECHNOLOGY INC$187.562.32%$1.1M0.13%HELD
72SPCXSPACE EXPLORATION TECHN CORP$108.37-3.41%$1.1M0.13%HELD
73MUMICRON TECHNOLOGY INC$823.03-5.90%$1.1M0.13%HELD
74CGGOCAPITAL GROUP GBL GROWTH EQT$39.500.05%$1.1M0.13%HELD
75IWMISHARES TR$291.24-0.46%$1.0M0.12%HELD
76GOOGALPHABET INC$356.656.88%$1.0M0.12%HELD
77EFVISHARES TR$80.88-0.53%$953K0.11%HELD
78XLKSELECT SECTOR SPDR TR$175.28-0.26%$947K0.11%HELD
79UPROPROSHARES TR$140.281.97%$845K0.10%HELD
80CSCOCISCO SYS INC$115.992.14%$795K0.10%HELD
81JNJJOHNSON & JOHNSON$256.320.20%$788K0.09%HELD
82SCHPSCHWAB STRATEGIC TR$26.09-0.11%$782K0.09%HELD
83EMBISHARES TR$94.66-0.14%$724K0.09%HELD
84VXUSVANGUARD STAR FDS$84.59-0.21%$713K0.09%HELD
85SCHGSCHWAB STRATEGIC TR$34.171.12%$699K0.08%HELD
86LQTIFIRST TR EXCHANGE-TRADED FD$18.80-0.21%$686K0.08%HELD
87DFUVDIMENSIONAL ETF TRUST$55.590.22%$665K0.08%HELD
88CRWDCROWDSTRIKE HLDGS INC$190.863.05%$661K0.08%HELD
89XLISELECT SECTOR SPDR TR$179.790.78%$618K0.07%HELD
90XOMEXXON MOBIL CORP$155.44-0.97%$615K0.07%HELD
91AMATAPPLIED MATLS INC$507.671.18%$612K0.07%HELD
92JPMJPMORGAN CHASE & CO$351.860.29%$604K0.07%HELD
93REZISHARES TR$96.110.01%$584K0.07%HELD
94RCLROYAL CARIBBEAN GROUP$318.15-1.18%$580K0.07%HELD
95TIPISHARES TR$107.61-0.13%$572K0.07%HELD
96AVGOBROADCOM INC$389.530.44%$549K0.07%HELD
97AMDADVANCED MICRO DEVICES INC$476.15-1.90%$544K0.07%HELD
98CRMDCORMEDIX INC$7.530.53%$507K0.06%HELD
99FBTFIRST TR EXCHANGE-TRADED FD$245.06-3.01%$495K0.06%HELD
100DFAXDIMENSIONAL ETF TRUST$36.51-0.22%$451K0.05%HELD
101DISDISNEY WALT CO$450K0.05%HELD
102JEPIJ P MORGAN EXCHANGE TRADED F$449K0.05%HELD
103IGSBISHARES TR$435K0.05%HELD
104FTSLFIRST TR EXCHANGE-TRADED FD$434K0.05%HELD
105IYHISHARES TR$433K0.05%HELD
106MUBISHARES TR$421K0.05%HELD
107MGMMGM RESORTS INTERNATIONAL$417K0.05%HELD
108SCHMSCHWAB STRATEGIC TR$410K0.05%HELD
109BABOEING CO$397K0.05%HELD
110SOSOUTHERN CO$395K0.05%HELD
111INTCINTEL CORP$384K0.05%HELD
112ARKKARK ETF TR$378K0.05%HELD
113CGCPCAPITAL GRP FIXED INCM ETF T$376K0.05%HELD
114ABBVABBVIE INC$376K0.05%HELD
115IEFISHARES TR$375K0.05%HELD
116SCHBSCHWAB STRATEGIC TR$373K0.04%HELD
117IXUSISHARES TR$371K0.04%HELD
118VGTVANGUARD WORLD FD$368K0.04%HELD
119UBERUBER TECHNOLOGIES INC$359K0.04%HELD
120CCLCARNIVAL CORP LTD$354K0.04%HELD
121DFASDIMENSIONAL ETF TRUST$345K0.04%HELD
122SOXXISHARES TR$345K0.04%HELD
123VUGVANGUARD INDEX FDS$342K0.04%HELD
124GSGOLDMAN SACHS GROUP INC$339K0.04%HELD
125ORCLORACLE CORP$339K0.04%HELD
126AFLAFLAC INC$330K0.04%HELD
127SDVYFIRST TR EXCHANGE TRADED FD$330K0.04%HELD
128GNOVFIRST TR EXCHNG TRADED FD VI$329K0.04%HELD
129FASTFASTENAL CO$329K0.04%HELD
130DDOGDATADOG INC$329K0.04%HELD
131VYMVANGUARD WHITEHALL FDS$329K0.04%HELD
132BNDXVANGUARD CHARLOTTE FDS$319K0.04%HELD
133FCVTFIRST TR EXCHANGE-TRADED FD$319K0.04%HELD
134XSLVINVESCO EXCH TRADED FD TR II$319K0.04%HELD
135UNHUNITEDHEALTH GROUP INC$318K0.04%HELD
136XLUSELECT SECTOR SPDR TR$306K0.04%HELD
137VTEBVANGUARD MUN BD FDS$305K0.04%HELD
138IBITISHARES BITCOIN TRUST ETF$300K0.04%HELD
139PLTRPALANTIR TECHNOLOGIES INC$299K0.04%HELD
140AMGNAMGEN INC$298K0.04%HELD
141CGDVCAPITAL GROUP DIVIDEND VALUE$298K0.04%HELD
142HYGISHARES TR$298K0.04%HELD
143VOOVANGUARD INDEX FDS$288K0.03%HELD
144VZVERIZON COMMUNICATIONS INC$282K0.03%HELD
145BNDVANGUARD BD INDEX FDS$278K0.03%HELD
146OEFISHARES TR$277K0.03%HELD
147DFUSDIMENSIONAL ETF TRUST$275K0.03%HELD
148XTISHARES TR$264K0.03%HELD
149GLDSPDR GOLD TR$262K0.03%HELD
150DVYISHARES TR$259K0.03%HELD
151VRTVERTIV HOLDINGS CO$241K0.03%HELD
152AXPAMERICAN EXPRESS CO$239K0.03%HELD
153MOATVANECK ETF TRUST$236K0.03%HELD
154IWFISHARES TR$232K0.03%HELD
155IVESWEDBUSH SER TR$232K0.03%HELD
156PEPPEPSICO INC$230K0.03%HELD
157QCOMQUALCOMM INC$229K0.03%HELD
158MTZMASTEC INC$229K0.03%HELD
159PGPROCTER & GAMBLE CO$227K0.03%HELD
160SLVISHARES SILVER TR$226K0.03%HELD
161CGXUCAPITAL GROUP INTL FOCUS EQT$223K0.03%HELD
162AGGISHARES TR$223K0.03%HELD
163WMTWALMART INC$215K0.03%HELD
164CVXCHEVRON CORPORATION$205K0.02%HELD
165ASMLASML HLDG NV$205K0.02%HELD
166RTXRTX CORPORATION$204K0.02%HELD
167SCHESCHWAB STRATEGIC TR$203K0.02%HELD
168JPCNUVEEN PFD & INCOME OPPORTUN$95K0.01%HELD
169CIKCREDIT SUISSE ASSET MGMT$28K0.00%HELD

Source: SEC EDGAR · accession 0002085853-26-000727. 13F discloses long positions only — shorts, foreign equities, and options are excluded.