American Financial Advisors, LLC

CIK

1767898

Location

Marietta, GA

Portfolio Value

Small $182,285,917

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,392 / 8,603 ▼ 51 · as of Mar 2026

Top Industry

Insurance - Diversified 35.7%

3Y Alpha vs SPY

+1.9%

Period ended 3 months ago

Filed May 13, 2026 · 57d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+82.6%

SPY

+76.0%

Annualised alpha

+1.5%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

58 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

40.5%

+0.1 pts

Top 5

76.6%

−0.3 pts

Top 10

86.2%

−0.5 pts

HHI

2,181

Moderately concentrated+13

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	41.8%	$76,182,812	4
Financial Services	22.4%	$40,750,292	8
Technology	8.8%	$16,082,864	13
Healthcare	7.6%	$13,921,790	7
Industrials	6.5%	$11,860,345	6
Consumer Cyclical	5.4%	$9,916,072	7
Communication Services	4.0%	$7,381,475	5
Real Estate	1.1%	$1,947,641	1
Consumer Defensive	1.0%	$1,796,504	4
Basic Materials	1.0%	$1,794,704	1
Utilities	0.2%	$396,311	1
Energy	0.1%	$255,107	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
CRMD	CorMedix Inc.	+14,700	64,757	$439,700
HD	Home Depot, Inc.	+441	6,605	$2,172,318
PLTR	Palantir Technologies Inc.	+100	2,560	$374,476
SCCO	Southern Copper Corp/	+99	10,535	$1,794,704
DIS	Walt Disney Co	+27	4,962	$478,237
PEP	Pepsico Inc	+27	1,687	$261,974
CSCO	Cisco Systems, Inc.	+22	6,747	$523,499
SO	Southern Co	+20	4,106	$396,311
JNJ	Johnson & Johnson	+13	3,088	$754,830
MRK	Merck & Co., Inc.	+12	1,970	$236,971
JPM	Jpmorgan Chase & Co	+9	1,835	$539,783
AMGN	Amgen Inc	+4	819	$288,165
RTX	RTX Corp	+3	1,389	$267,938
WMT	Walmart Inc.	+3	1,891	$235,013
BABA	Alibaba Group Holding Ltd	+2	1,867	$234,233
MRVL	Marvell Technology, Inc.	+2	3,623	$358,858
GE	General Electric Co	+2	4,331	$1,229,007
AVGO	Broadcom Inc.	+1	1,454	$450,027
AFL	Aflac Inc	+1	2,814	$308,723
GS	Goldman Sachs Group Inc	+1	335	$283,406
AXP	American Express Co	+1	706	$213,550
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
DNP	Dnp Select Income Fund Inc	−9,112	137,507	$1,416,322
DAL	Delta Air Lines, Inc.	−5,740	132,255	$8,792,312
AMZN	Amazon Com Inc	−1,748	25,016	$5,210,082
QQQ	Invesco Qqq Trust, Series 1	−1,745	127,911	$73,827,670
AAPL	Apple Inc.	−1,544	29,527	$7,493,657
BRK-B	Berkshire Hathaway Inc	−1,136	79,025	$37,868,780
GOOGL	Alphabet Inc.	−658	15,635	$4,496,000
WELL	Welltower Inc.	−598	9,851	$1,947,641
MGM	MGM Resorts International	−500	8,728	$323,023
TSLA	Tesla, Inc.	−316	3,078	$1,144,246
VZ	Verizon Communications Inc	−309	6,633	$332,976
PG	PROCTER & GAMBLE Co	−188	1,542	$222,726
ABBV	AbbVie Inc.	−163	1,485	$322,972
NVDA	Nvidia Corp	−157	21,026	$3,666,934
CRWD	CrowdStrike Holdings, Inc.	−109	866	$84,523
NBIS	Nebius Group N.V.	−100	4,811	$499,189
RCL	Royal Caribbean Cruises Ltd	−96	1,858	$511,284
META	Meta Platforms, Inc.	−93	2,753	$1,575,073
SPY	Spdr S&P 500 ETF Trust	−50	2,706	$1,759,820
ORCL	Oracle Corp	−46	2,412	$354,829
MSFT	Microsoft Corp	−25	4,167	$1,542,498
CCL	Carnival Corp Ltd.	−12	12,399	$320,886
AMD	Advanced Micro Devices Inc	−2	1,216	$247,370
GEV	GE Vernova Inc.	−1	1,006	$878,137
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	714	$307,227
SLV	iShares Silver Trust	4,228	$288,095
CVX	Chevron Corp	1,233	$255,107
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
IBIT	iShares Bitcoin Trust ETF	4,639	$230,326
MA	Mastercard Inc	376	$214,650
QCOM	Qualcomm Inc/De	1,230	$210,391
SHOP	Shopify Inc.	1,279	$205,880
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 positions · $182,285,917 total · as of Mar 31, 2026

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

Showing 1–50 of 58 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	127,911	-1,745	$73,827,670	−7.3%	40.50%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	79,025	-1,136	$37,868,780	−6.0%	20.77%
LLY	ELI LILLY & Co Healthcare	Held	12,690	0	$11,671,881	−14.4%	6.40%
DAL	Delta Air Lines, Inc. Industrials	Reduced	132,255	-5,740	$8,792,312	−8.2%	4.82%
AAPL	Apple Inc. Technology	Reduced	29,527	-1,544	$7,493,657	−11.3%	4.11%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	25,016	-1,748	$5,210,082	−15.7%	2.86%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,635	-658	$4,496,000	−11.8%	2.47%
NVDA	Nvidia Corp Technology	Reduced	21,026	-157	$3,666,934	−7.2%	2.01%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,605	+441	$2,172,318	+2.4%	1.19%
WELL	Welltower Inc. Real Estate	Reduced	9,851	-598	$1,947,641	+0.4%	1.07%
SCCO	Southern Copper Corp/ Basic Materials	Added	10,535	+99	$1,794,704	+22.0%	0.98%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,706	-50	$1,759,820	−6.4%	0.97%
META	Meta Platforms, Inc. Communication Services	Reduced	2,753	-93	$1,575,073	−16.2%	0.86%
MSFT	Microsoft Corp Technology	Reduced	4,167	-25	$1,542,498	−23.9%	0.85%
DNP	Dnp Select Income Fund Inc Financial Services	Reduced	137,507	-9,112	$1,416,322	−3.3%	0.78%
GE	General Electric Co Industrials	Added	4,331	+2	$1,229,007	−7.8%	0.67%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,078	-316	$1,144,246	−25.0%	0.63%
KO	Coca Cola Co Consumer Defensive	Held	14,159	0	$1,076,791	+8.8%	0.59%
GEV	GE Vernova Inc. Industrials	Reduced	1,006	-1	$878,137	+33.4%	0.48%
JNJ	Johnson & Johnson Healthcare	Added	3,088	+13	$754,830	+18.6%	0.41%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,835	+9	$539,783	−8.3%	0.30%
CSCO	Cisco Systems, Inc. Technology	Added	6,747	+22	$523,499	+1.1%	0.29%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	1,858	-96	$511,284	−6.2%	0.28%
NBIS	Nebius Group N.V. Communication Services	Reduced	4,811	-100	$499,189	+21.4%	0.27%
DIS	Walt Disney Co Communication Services	Added	4,962	+27	$478,237	−14.8%	0.26%
AVGO	Broadcom Inc. Technology	Added	1,454	+1	$450,027	−10.5%	0.25%
CRMD	CorMedix Inc. Healthcare	Added	64,757	+14,700	$439,700	−24.5%	0.24%
SO	Southern Co Utilities	Added	4,106	+20	$396,311	+11.2%	0.22%
UBER	Uber Technologies, Inc Technology	Held	5,346	0	$384,537	−12.0%	0.21%
BA	Boeing Co Industrials	Held	1,884	0	$374,972	−8.3%	0.21%
PLTR	Palantir Technologies Inc. Technology	Added	2,560	+100	$374,476	−14.4%	0.21%
MRVL	Marvell Technology, Inc. Technology	Added	3,623	+2	$358,858	+16.6%	0.20%
ORCL	Oracle Corp Technology	Reduced	2,412	-46	$354,829	−25.9%	0.19%
VZ	Verizon Communications Inc Communication Services	Reduced	6,633	-309	$332,976	+17.8%	0.18%
MGM	MGM Resorts International Consumer Cyclical	Reduced	8,728	-500	$323,023	−4.1%	0.18%
ABBV	AbbVie Inc. Healthcare	Reduced	1,485	-163	$322,972	−14.2%	0.18%
CCL	Carnival Corp Ltd. Consumer Cyclical	Reduced	12,399	-12	$320,886	−15.3%	0.18%
FAST	Fastenal Co Industrials	Held	6,853	0	$317,979	+15.6%	0.17%
MU	Micron Technology Inc Technology	Held	925	0	$312,502	+18.4%	0.17%
AFL	Aflac Inc Financial Services	Added	2,814	+1	$308,723	−0.5%	0.17%
GLD	Spdr Gold Trust	NEW	714	NEW	$307,227	NEW	0.17%
AMAT	Applied Materials Inc /De Technology	Held	846	0	$289,154	+33.0%	0.16%
AMGN	Amgen Inc Healthcare	Added	819	+4	$288,165	+8.0%	0.16%
SLV	iShares Silver Trust	NEW	4,228	NEW	$288,095	NEW	0.16%
GS	Goldman Sachs Group Inc Financial Services	Added	335	+1	$283,406	−3.5%	0.16%
RTX	RTX Corp Industrials	Added	1,389	+3	$267,938	+5.4%	0.15%
PEP	Pepsico Inc Consumer Defensive	Added	1,687	+27	$261,974	+10.0%	0.14%
CVX	Chevron Corp Energy	NEW	1,233	NEW	$255,107	NEW	0.14%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,216	-2	$247,370	−5.2%	0.14%
MRK	Merck & Co., Inc. Healthcare	Added	1,970	+12	$236,971	+15.0%	0.13%