American Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Johns Creek, GA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
42
Total value ($000)
$106,567
Net value change ($000)
+10,605 (11.1%)
New positions
1
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 3,466 14.1%
IVW 3,011 21.5%
IVE 886 7.4%
VTI 599 16.0%
IWM 475 20.3%
INTC 449 NEW
DIA 246 13.1%
IWP 237 14.3%
CSCO 234 47.7%
IJH 222 13.8%
Top Reduces (Value $000, Stocks/ETFs)
IGE -226 -11.2%
XOM -145 -19.3%
SHY -122 -2.0%
STIP -52 -1.4%
TJX -30 -5.2%
EFAV -27 -7.5%
META -3 -1.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type