American Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Johns Creek, GA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$101,834
Net value change ($000)
+733 (0.7%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 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)
IVE 327 2.8%
IVW 172 1.1%
VTI 140 3.9%
SHYG 81 2.4%
SLQD 64 3.1%
CSCO 55 12.7%
IGE 45 2.8%
XOM 34 6.8%
TJX 33 6.3%
AAPL 32 6.8%
Top Reduces (Value $000, Stocks/ETFs)
SHY -233 -3.6%
IWP -110 -5.6%
IVV -41 -0.2%
STIP -37 -0.9%
META -24 -10.3%
IYR -17 -2.6%
MSFT -17 -6.3%
IWR -13 -1.4%
OZK -12 -9.4%
IJH -12 -0.7%
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