American Financial Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Marietta, GA
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
169
Total value ($000)
$831,059
Net value change ($000)
+81,555 (10.9%)
New positions
17
Sold out positions
7
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)

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)
QQQ 14,564 19.7%
GRNJ 12,546 NEW
GRNY 10,646 NEW
VBK 6,190 17.4%
CIBR 5,239 41.7%
IWB 4,720 12.2%
VO 3,671 15.4%
VIGI 3,551 8.9%
LLY 3,322 28.5%
DAL 3,300 37.5%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -12,686 -30.1%
SLYV -6,007 -25.4%
ANGL -5,001 -35.3%
SCZ -334 -13.7%
CCL -321 -100.0%
JPST -268 -2.5%
MRK -237 -100.0%
BABA -234 -100.0%
FEMS -213 -100.0%
XLE -210 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type