American Financial Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Marietta, GA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
159
Total value ($000)
$749,504
Net value change ($000)
-25,207 (-3.3%)
New positions
6
Sold out positions
7
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 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)
SCHD 3,458 8.9%
JPST 1,233 12.9%
VCSH 481 1.4%
SLYV 362 1.6%
SCCO 316 21.1%
GLD 307 NEW
SLV 288 NEW
CGDV 260 NEW
CVX 255 NEW
GEV 220 33.4%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -5,821 -7.3%
IWB -2,819 -6.8%
BRK-B -2,424 -6.0%
LLY -1,966 -14.4%
XLV -1,900 -7.5%
VIG -1,786 -4.6%
CIBR -1,732 -12.1%
VIGI -1,631 -3.9%
AMZN -968 -15.7%
VBK -959 -2.6%
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