American Financial Advisors, LLC

CIK

1767898

Location

Marietta, GA

Portfolio Value

Small $831,057,647

Diversification

Diversified

Filing Date

Global Rank

#2,821 / 8,793 ▼ 25 · as of Jun 2026

Top Industry

Insurance - Diversified 31.5%

Period ended 3 months ago

Filed Jul 14, 2026 · 3mo

26 quarters · since Mar 2020

Portfolio Concentration

104 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.6%

−0.6 pts

Top 5

44.1%

−0.1 pts

Top 10

68.2%

−3.2 pts

HHI

570

Diversified−38

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	84.3%	$700,463,676	42
Financial Services	5.7%	$47,202,773	10
Technology	2.5%	$21,054,923	17
Healthcare	2.1%	$17,280,375	6
Industrials	2.1%	$17,119,337	9
Consumer Cyclical	1.3%	$10,659,576	6
Communication Services	1.2%	$10,203,035	5
Real Estate	0.3%	$2,177,550	1
Basic Materials	0.2%	$1,856,217	1
Consumer Defensive	0.2%	$1,825,329	4
Energy	0.1%	$819,766	2
Utilities	0.0%	$395,090	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+380,217	385,033	$10,646,162
VB	Vanguard Morningstar Small-Cap ETF	+258,248	481,595	$77,296,637
BNDW	Vanguard Total World Bond ETF	+39,802	886,612	$71,648,699
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+18,633	526,130	$25,859,945
VIGI	Vanguard International Dividend Appreciation ETF	+14,141	469,451	$43,971,935
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+11,480	374,424	$35,473,225
CGCB	Capital Group Core Bond ETF	+6,484	776,421	$20,336,134
BRK-B	Berkshire Hathaway Inc	+3,059	82,084	$41,074,012
EDV	Vanguard World Funds Extended Duration ETF	+2,691	3,079	$368,002
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+2,457	420,361	$38,534,298
XOM	ExxonMobil Holdings Corp	+1,937	4,495	$614,556
BIV	Vanguard Intermediate-Term Bond ETF	+822	3,783	$277,710
—		+559	41,823	$2,411,932
NBIS	Nebius Group N.V.	+313	5,124	$1,415,095
VXUS	Vanguard Total International Stock ETF	+300	8,345	$713,414
DCOR	Dimensional US Core Equity 1 ETF	+201	84,555	$4,072,825
IVZ	Invesco Ltd.	+162	6,739	$2,041,714
SCCO	Southern Copper Corp/	+117	10,652	$1,856,217
KO	Coca Cola Co	+25	14,184	$1,152,733
VZ	Verizon Communications Inc	+25	6,658	$281,899
SO	Southern Co	+22	4,128	$395,090
CSCO	Cisco Systems, Inc.	+19	6,766	$794,734
VCRM	Vanguard Core Tax-Exempt Bond ETF	+16	6,023	$304,643
PEP	Pepsico Inc	+15	1,702	$230,450
JNJ	Johnson & Johnson	+13	3,101	$787,560
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−464,537	1,571,282	$50,819,909
AFK	VanEck Africa Index ETF	−180,037	319,112	$11,337,234
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−92,888	246,639	$29,141,004
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−17,528	452,963	$78,663,535
DNP	Dnp Select Income Fund Inc	−12,413	125,094	$1,349,764
QQQ	Invesco Qqq Trust, Series 1	−7,879	120,032	$88,391,564
CAAA	First Trust AAA CMBS ETF	−6,470	393,041	$18,457,788
ABI	VictoryShares Pioneer Asset-Based Income ETF	−4,791	31,641	$2,040,844
AFGR	First Trust Active Factor Large Cap Growth ETF	−4,391	43,287	$1,873,443
VIG	Vanguard Dividend Appreciation ETF	−3,484	180,948	$41,238,076
DAL	Delta Air Lines, Inc.	−3,151	129,104	$12,091,880
—		−2,288	198,104	$17,799,644
—		−1,957	4,674	$377,752
BNDX	Vanguard Total International Bond ETF	−1,500	6,596	$319,444
BAB	Invesco Taxable Municipal Bond ETF	−1,396	6,095	$319,438
NVDA	Nvidia Corp	−1,272	19,754	$3,952,577
AAPL	Apple Inc.	−1,238	28,289	$8,185,705
AMZN	Amazon Com Inc	−895	24,121	$5,748,999
—		−643	7,721	$1,707,885
TACN	T. Rowe Price Active Core International Equity ETF	−500	26,563	$1,091,739
VEU	Vanguard FTSE All-World Ex-US ETF	−496	55,127	$3,290,530
GOOGL	Alphabet Inc.	−414	18,272	$6,518,099
GE	General Electric Co	−384	3,947	$1,475,112
UBER	Uber Technologies, Inc	−372	4,974	$358,923
RTX	RTX Corp	−315	1,074	$203,770
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
ACKY	VistaShares Target 15 ACKtivist Distribution ETF	399,037	$12,545,723
SPCX	Space Exploration Technologies Corp	6,276	$1,072,317
INTC	Intel Corp	2,748	$383,703
DDOG	Datadog, Inc.	1,264	$329,095
IBIT	iShares Bitcoin Trust ETF	9,011	$299,976
VRT	Vertiv Holdings Co	718	$240,400
IVES	Dan IVES Wedbush AI Revolution ETF	6,080	$231,648
QCOM	Qualcomm Inc/De	1,241	$229,324
MTZ	Mastec Inc	550	$228,833
CGXU	Capital Group International Focus Equity ETF	6,452	$223,368
ASML	Asml Holding NV	103	$204,912
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MRK	Merck & Co., Inc.	1,970	$236,971
BABA	Alibaba Group Holding Ltd	1,867	$234,233
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	4,675	$212,946
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

104 tracked positions · $831,057,647 total · filing declares 169 positions · $831,059,242 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 104 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	120,032	-7,879	$88,391,564	+19.7%	10.64%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	452,963	-17,528	$78,663,535	—	9.47%
VB	Vanguard Morningstar Small-Cap ETF	Added	481,595	+258,248	$77,296,637	+60.0%	9.30%
BNDW	Vanguard Total World Bond ETF	Added	886,612	+39,802	$71,648,699	+4.5%	8.62%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	1,571,282	-464,537	$50,819,909	−16.0%	6.12%
VIGI	Vanguard International Dividend Appreciation ETF	Added	469,451	+14,141	$43,971,935	+8.8%	5.29%
VIG	Vanguard Dividend Appreciation ETF	Reduced	180,948	-3,484	$41,238,076	+7.9%	4.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	82,084	+3,059	$41,074,012	+8.5%	4.94%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	420,361	+2,457	$38,534,298	+10.1%	4.64%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	374,424	+11,480	$35,473,225	+4.7%	4.27%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	246,639	-92,888	$29,141,004	−14.7%	3.51%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	526,130	+18,633	$25,859,945	+4.2%	3.11%
CGCB	Capital Group Core Bond ETF	Added	776,421	+6,484	$20,336,134	+0.7%	2.45%
CAAA	First Trust AAA CMBS ETF	Reduced	393,041	-6,470	$18,457,788	−1.1%	2.22%
		Reduced	198,104	-2,288	$17,799,644	+41.7%	2.14%
LLY	ELI LILLY & Co Healthcare	Reduced	12,501	-189	$14,994,075	+28.5%	1.80%
ACKY	VistaShares Target 15 ACKtivist Distribution ETF	NEW	399,037	NEW	$12,545,723	NEW	1.51%
DAL	Delta Air Lines, Inc. Industrials	Reduced	129,104	-3,151	$12,091,880	+37.5%	1.45%
AFK	VanEck Africa Index ETF	Reduced	319,112	-180,037	$11,337,234	−27.1%	1.36%
		Added	385,033	+380,217	$10,646,162	+5180.9%	1.28%
AAPL	Apple Inc. Technology	Reduced	28,289	-1,238	$8,185,705	+9.2%	0.98%
GOOGL	Alphabet Inc. Communication Services	Reduced	18,272	-414	$6,518,099	+21.4%	0.78%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	24,121	-895	$5,748,999	+10.3%	0.69%
DCOR	Dimensional US Core Equity 1 ETF	Added	84,555	+201	$4,072,825	+13.8%	0.49%
NVDA	Nvidia Corp Technology	Reduced	19,754	-1,272	$3,952,577	+7.8%	0.48%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	55,127	-496	$3,290,530	+9.5%	0.40%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	35,038	-314	$2,550,508	+16.3%	0.31%
		Added	41,823	+559	$2,411,932	+21.0%	0.29%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,540	-65	$2,306,527	+6.2%	0.28%
WELL	Welltower Inc. Real Estate	Reduced	9,594	-257	$2,177,550	+11.8%	0.26%
IVZ	Invesco Ltd. Financial Services	Added	6,739	+162	$2,041,714	+30.6%	0.25%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	31,641	-4,791	$2,040,844	+23.8%	0.25%
SPY	Spdr S&P 500 ETF Trust	Held	2,706	0	$2,020,759	+14.8%	0.24%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	43,287	-4,391	$1,873,443	−8.1%	0.23%
SCCO	Southern Copper Corp/ Basic Materials	Added	10,652	+117	$1,856,217	+2.4%	0.22%
		Reduced	7,721	-643	$1,707,885	+7.7%	0.21%
META	Meta Platforms, Inc. Communication Services	Reduced	2,730	-23	$1,537,781	−2.4%	0.19%
GE	General Electric Co Industrials	Reduced	3,947	-384	$1,475,112	+20.0%	0.18%
MSFT	Microsoft Corp Technology	Reduced	3,930	-237	$1,465,968	−5.0%	0.18%
NBIS	Nebius Group N.V. Communication Services	Added	5,124	+313	$1,415,095	+183.5%	0.17%
DNP	Dnp Select Income Fund Inc Financial Services	Reduced	125,094	-12,413	$1,349,764	−4.7%	0.16%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,978	-100	$1,252,546	+9.5%	0.15%
KO	Coca Cola Co Consumer Defensive	Added	14,184	+25	$1,152,733	+7.1%	0.14%
CGIE	Capital Group International Equity ETF	Held	30,334	0	$1,115,684	+8.8%	0.13%
STT	State Street Corp Financial Services	Reduced	20,562	-156	$1,102,328	+7.8%	0.13%
TACN	T. Rowe Price Active Core International Equity ETF	Reduced	26,563	-500	$1,091,739	+13.3%	0.13%
GEV	GE Vernova Inc. Industrials	Reduced	920	-86	$1,080,871	+23.1%	0.13%
MRVL	Marvell Technology, Inc. Technology	Reduced	3,622	-1	$1,078,957	+200.7%	0.13%
SPCX	Space Exploration Technologies Corp Industrials	NEW	6,276	NEW	$1,072,317	NEW	0.13%
MU	Micron Technology Inc Technology	Held	925	0	$1,067,718	+241.7%	0.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.