American Financial Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Marietta, GA
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
160
Total value ($000)
$774,711
Net value change ($000)
-1,583 (-0.2%)
New positions
7
Sold out positions
5
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
LLY 3,673 36.9%
XLV 2,467 10.7%
DAL 1,907 24.9%
GOOGL 1,141 28.8%
JPST 938 10.9%
VCIT 878 2.6%
SCHA 799 7.7%
SCHD 595 1.6%
VCSH 527 1.6%
LMBS 428 2.5%
Top Reduces (Value $000, Stocks/ETFs)
CIBR -1,761 -11.0%
BRK-B -1,650 -3.9%
VBK -1,448 -3.8%
FTCS -1,335 -3.8%
ANGL -956 -6.1%
XLRE -864 -8.1%
VO -798 -3.2%
VIG -781 -2.0%
QQQ -643 -0.8%
FIXD -641 -26.5%
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.
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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