American Financial Advisors, LLC

CIK

1767898

Location

Marietta, GA

Portfolio Value

Small $216,053,344

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,287 / 8,517 ▼ 648

Top Industry

Insurance - Diversified 32.9%

3Y Alpha vs SPY

+2.6%

Period ended 46 days ago

Filed Jul 14, 2026 · 32d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+77.0%

SPY

+75.3%

Annualised alpha

+0.4%

Max drawdown

−14.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

40.9%

+14.8 pts

Top 5

76.2%

+2.9 pts

Top 10

85.4%

−1.6 pts

HHI

2,155

Moderately concentrated+829

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	42.2%	$91,200,288	5
Financial Services	20.4%	$44,058,731	8
Technology	9.5%	$20,559,263	17
Healthcare	8.0%	$17,280,375	6
Industrials	7.4%	$16,047,020	8
Consumer Cyclical	4.9%	$10,659,576	6
Communication Services	4.2%	$9,174,139	5
Real Estate	1.0%	$2,177,550	1
Basic Materials	0.9%	$1,856,217	1
Consumer Defensive	0.8%	$1,825,329	4
Energy	0.4%	$819,766	2
Utilities	0.2%	$395,090	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	+3,059	82,084	$41,074,012
XOM	ExxonMobil Holdings Corp	+1,937	4,495	$614,556
NBIS	Nebius Group N.V.	+313	5,124	$1,415,095
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
PEP	Pepsico Inc	+15	1,702	$230,450
JNJ	Johnson & Johnson	+13	3,101	$787,560
JPM	Jpmorgan Chase & Co	+9	1,844	$603,596
PG	PROCTER & GAMBLE Co	+8	1,550	$227,292
ABBV	AbbVie Inc.	+7	1,492	$375,446
CCL	Carnival Corp Ltd.	+6	12,405	$354,410
WMT	Walmart Inc.	+6	1,897	$214,854
CVX	Chevron Corp	+5	1,238	$205,210
AMGN	Amgen Inc	+5	824	$298,386
AXP	American Express Co	+2	708	$239,481
AFL	Aflac Inc	+2	2,816	$330,176
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
GOOGL	Alphabet Inc.	−3,326	15,360	$5,489,203
DAL	Delta Air Lines, Inc.	−3,151	129,104	$12,091,880
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
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
DIS	Walt Disney Co	−285	4,677	$450,161
AMD	Advanced Micro Devices Inc	−280	936	$543,731
WELL	Welltower Inc.	−257	9,594	$2,177,550
MSFT	Microsoft Corp	−237	3,930	$1,465,968
CRMD	CorMedix Inc.	−230	64,527	$506,536
LLY	ELI LILLY & Co	−189	12,501	$14,994,075
TSLA	Tesla, Inc.	−100	2,978	$1,252,546
ORCL	Oracle Corp	−98	2,314	$339,116
GEV	GE Vernova Inc.	−86	920	$1,080,871
HD	Home Depot, Inc.	−65	6,540	$2,306,527
BA	Boeing Co	−50	1,834	$397,005
RCL	Royal Caribbean Cruises Ltd	−32	1,826	$579,809
META	Meta Platforms, Inc.	−23	2,730	$1,537,781
GLD	Spdr Gold Trust	−3	711	$261,918
MRVL	Marvell Technology, Inc.	−1	3,622	$1,078,957
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
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
QCOM	Qualcomm Inc/De	1,241	$229,324
MTZ	Mastec Inc	550	$228,833
ASML	Asml Holding NV	103	$204,912
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
VIGI	Vanguard International Dividend Appreciation ETF	453,226	$40,092,371
VIG	Vanguard Dividend Appreciation ETF	173,077	$37,221,939
CGCB	Capital Group Core Bond ETF	691,505	$18,158,921
CGIE	Capital Group International Equity ETF	30,334	$1,025,895
CGGO	Capital Group Global Growth Equity ETF	25,171	$839,956
VXUS	Vanguard Total International Stock ETF	8,045	$620,349
BNDX	Vanguard Total International Bond ETF	8,096	$389,012
CGDV	Capital Group Dividend Value ETF	6,118	$260,259
MRK	Merck & Co., Inc.	1,970	$236,971
BABA	Alibaba Group Holding Ltd	1,867	$234,233
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

64 tracked positions · $216,053,344 total · 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 64 positions by value · page 1 of 2

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%	40.91%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	82,084	+3,059	$41,074,012	+8.5%	19.01%
LLY	ELI LILLY & Co Healthcare	Reduced	12,501	-189	$14,994,075	+28.5%	6.94%
DAL	Delta Air Lines, Inc. Industrials	Reduced	129,104	-3,151	$12,091,880	+37.5%	5.60%
AAPL	Apple Inc. Technology	Reduced	28,289	-1,238	$8,185,705	+9.2%	3.79%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	24,121	-895	$5,748,999	+10.3%	2.66%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,360	-3,326	$5,489,203	+2.2%	2.54%
NVDA	Nvidia Corp Technology	Reduced	19,754	-1,272	$3,952,577	+7.8%	1.83%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,540	-65	$2,306,527	+6.2%	1.07%
WELL	Welltower Inc. Real Estate	Reduced	9,594	-257	$2,177,550	+11.8%	1.01%
SPY	Spdr S&P 500 ETF Trust	Held	2,706	0	$2,020,759	+14.8%	0.94%
SCCO	Southern Copper Corp/ Basic Materials	Added	10,652	+117	$1,856,217	+2.4%	0.86%
META	Meta Platforms, Inc. Communication Services	Reduced	2,730	-23	$1,537,781	−2.4%	0.71%
GE	General Electric Co Industrials	Reduced	3,947	-384	$1,475,112	+20.0%	0.68%
MSFT	Microsoft Corp Technology	Reduced	3,930	-237	$1,465,968	−5.0%	0.68%
NBIS	Nebius Group N.V. Communication Services	Added	5,124	+313	$1,415,095	+183.5%	0.65%
DNP	Dnp Select Income Fund Inc Financial Services	Reduced	125,094	-12,413	$1,349,764	−4.7%	0.62%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,978	-100	$1,252,546	+9.5%	0.58%
KO	Coca Cola Co Consumer Defensive	Added	14,184	+25	$1,152,733	+7.1%	0.53%
GEV	GE Vernova Inc. Industrials	Reduced	920	-86	$1,080,871	+23.1%	0.50%
MRVL	Marvell Technology, Inc. Technology	Reduced	3,622	-1	$1,078,957	+200.7%	0.50%
MU	Micron Technology Inc Technology	Held	925	0	$1,067,718	+241.7%	0.49%
CSCO	Cisco Systems, Inc. Technology	Added	6,766	+19	$794,734	+51.8%	0.37%
JNJ	Johnson & Johnson Healthcare	Added	3,101	+13	$787,560	+4.3%	0.36%
XOM	ExxonMobil Holdings Corp Energy	Added	4,495	+1,937	$614,556	+41.6%	0.28%
AMAT	Applied Materials Inc /De Technology	Held	846	0	$611,658	+111.5%	0.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,844	+9	$603,596	+11.8%	0.28%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	1,826	-32	$579,809	+13.4%	0.27%
AVGO	Broadcom Inc. Technology	Held	1,454	0	$549,248	+22.0%	0.25%
AMD	Advanced Micro Devices Inc Technology	Reduced	936	-280	$543,731	+119.8%	0.25%
CRMD	CorMedix Inc. Healthcare	Reduced	64,527	-230	$506,536	+15.2%	0.23%
DIS	Walt Disney Co Communication Services	Reduced	4,677	-285	$450,161	−5.9%	0.21%
MGM	MGM Resorts International Consumer Cyclical	Held	8,728	0	$417,285	+29.2%	0.19%
BA	Boeing Co Industrials	Reduced	1,834	-50	$397,005	+5.9%	0.18%
SO	Southern Co Utilities	Added	4,128	+22	$395,090	−0.3%	0.18%
INTC	Intel Corp Technology	NEW	2,748	NEW	$383,703	NEW	0.18%
ABBV	AbbVie Inc. Healthcare	Added	1,492	+7	$375,446	+16.2%	0.17%
UBER	Uber Technologies, Inc Technology	Reduced	4,974	-372	$358,923	−6.7%	0.17%
CCL	Carnival Corp Ltd. Consumer Cyclical	Added	12,405	+6	$354,410	+10.4%	0.16%
ORCL	Oracle Corp Technology	Reduced	2,314	-98	$339,116	−4.4%	0.16%
GS	Goldman Sachs Group Inc Financial Services	Held	335	0	$338,808	+19.5%	0.16%
AFL	Aflac Inc Financial Services	Added	2,816	+2	$330,176	+6.9%	0.15%
FAST	Fastenal Co Industrials	Held	6,853	0	$329,149	+3.5%	0.15%
DDOG	Datadog, Inc. Technology	NEW	1,264	NEW	$329,095	NEW	0.15%
UNH	Unitedhealth Group Inc Healthcare	Held	766	0	$318,372	+53.6%	0.15%
IBIT	iShares Bitcoin Trust ETF	NEW	9,011	NEW	$299,976	NEW	0.14%
PLTR	Palantir Technologies Inc. Technology	Held	2,560	0	$298,675	−20.2%	0.14%
AMGN	Amgen Inc Healthcare	Added	824	+5	$298,386	+3.5%	0.14%
VZ	Verizon Communications Inc Communication Services	Added	6,658	+25	$281,899	−15.3%	0.13%
GLD	Spdr Gold Trust	Reduced	711	-3	$261,918	−14.7%	0.12%

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.