American Financial Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Marietta, GA
Holdings as of
9/30/2025
Date filed
10/27/2025
Form type
13F-HR
Num holdings
158
Total value ($000)
$776,294
Net value change ($000)
+60,272 (8.4%)
New positions
6
Sold out positions
9
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2025 Next filing: 2/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
QQQ 17,798 28.5%
JPIE 11,161 1430.9%
SCHD 9,401 32.7%
VCIT 4,867 16.7%
VIGI 3,571 9.4%
SLYV 3,402 16.8%
XLV 3,372 17.2%
JPST 2,277 35.8%
IWB 2,025 5.1%
SPYM 2,014 262.6%
Top Reduces (Value $000, Stocks/ETFs)
DNP -3,583 -66.6%
SCZ -1,941 -37.6%
CIBR -1,201 -7.0%
VIG -1,086 -2.7%
RSP -1,075 -100.0%
FIXD -1,001 -29.3%
XLRE -809 -7.0%
FTSL -659 -43.9%
SCHP -527 -31.5%
LLY -469 -4.5%
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