American Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Johns Creek, GA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
42
Total value ($000)
$107,016
Net value change ($000)
+449 (0.4%)
New positions
2
Sold out positions
2
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 721 NEW
IVW 399 2.3%
IVE 280 2.2%
MSFT 268 NEW
SHYG 234 6.5%
IGE 217 12.1%
DGRO 118 24.8%
VTI 100 2.3%
STIP 42 1.1%
SLQD 37 1.7%
Top Reduces (Value $000, Stocks/ETFs)
XOM -606 -100.0%
META -250 -100.0%
IWM -164 -5.8%
IWP -145 -7.6%
IJH -120 -6.5%
CSCO -109 -15.0%
TJX -95 -17.4%
IWO -81 -9.6%
INTC -62 -13.8%
IYR -60 -9.0%
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