American Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Johns Creek, GA
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$95,962
Net value change ($000)
-5,872 (-5.8%)
New positions
0
Sold out positions
93
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DVY 835 44.0%
IGE 388 23.9%
XOM 218 40.9%
IVE 131 1.1%
HDV 88 11.7%
EFA 47 9.7%
META 43 20.5%
EFAV 42 13.1%
JNJ 41 18.3%
SHYG 35 1.0%
Top Reduces (Value $000, Stocks/ETFs)
IVV -1,985 -7.5%
IVW -1,657 -10.6%
MSFT -254 -100.0%
USMV -197 -100.0%
IWP -181 -9.8%
PFF -161 -100.0%
ACWI -161 -100.0%
GLD -159 -100.0%
VV -138 -100.0%
IUSG -133 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type