American Wealth Advisors, LLC
CIK
2095589
Location
JOHNS CREEK, GA
Portfolio Value
Micro
$5,840,085
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,315
/ 8,605
▲ 10
· as of Mar 2026
Top Industry
Oil & Gas Integrated
21.3%
3Y Alpha vs SPY
+4.2%
Period ended 3 months ago
Filed Apr 29, 2026 · 2mo
3 quarters · since Sep 2025
Clone Performance
Nov 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+16.1%
SPY
+11.9%
Annualised alpha
+6.9%
Max drawdown
−6.5%
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
10 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
32.2%
+6.3 pts
Top 5
71.3%
+18.1 pts
Top 10
100.0%
+24.1 pts
HHI
1,604
Moderately concentrated+608
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 39.7% | $2,318,160 |
| Technology | 16.4% | $957,983 |
| Consumer Cyclical | 15.3% | $891,490 |
| Energy | 12.9% | $751,254 |
| Financial Services | 6.9% | $402,528 |
| Healthcare | 4.5% | $265,217 |
| Communication Services | 4.3% | $253,453 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| META | Meta Platforms, Inc. | +124 | 443 | $253,453 | |
| CSCO | Cisco Systems, Inc. | +3 | 6,325 | $490,756 | |
| AAPL | Apple Inc. | +2 | 1,841 | $467,227 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1 | 763 | $440,388 | |
| JNJ | Johnson & Johnson | +1 | 1,085 | $265,217 | |
| XOM | Exxon Mobil Corp | +1 | 4,428 | $751,254 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −11 | 4,054 | $1,877,772 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 525 | $253,900 | |
| GLD | Spdr Gold Trust | 400 | $158,524 | |
| BAC | Bank Of America Corp /De/ | 2,196 | $120,780 | |
| INTC | Intel Corp | 3,219 | $118,781 | |
| OZK | Bank OZK | 2,507 | $115,372 | |
| MRK | Merck & Co., Inc. | 1,013 | $106,628 | |
| SPY | Spdr S&P 500 ETF Trust | 150 | $102,288 | |
| TSLA | Tesla, Inc. | 221 | $99,388 | |
| SLV | iShares Silver Trust | 1,198 | $77,175 | |
| PG | PROCTER & GAMBLE Co | 490 | $70,221 | |
| CVX | Chevron Corp | 431 | $65,688 | |
| ET | Energy Transfer LP | 3,419 | $56,379 | |
| AVY | Avery Dennison Corp | 301 | $54,745 | |
| KR | Kroger Co | 774 | $48,359 | |
| IBM | International Business Machines Corp | 142 | $42,061 | |
| MFC | Manulife Financial Corp | 1,152 | $41,794 | |
| CAR | Avis Budget Group, Inc. | 253 | $32,464 | |
| AMGN | Amgen Inc | 85 | $27,821 | |
| SYK | Stryker Corp | 60 | $21,088 | |
| DHR | Danaher Corp /De/ | 90 | $20,602 | |
| HD | Home Depot, Inc. | 56 | $19,269 | |
| NVDA | Nvidia Corp | 100 | $18,650 | |
| GOOGL | Alphabet Inc. | 45 | $14,085 | |
| SPG | Simon Property Group Inc. | 69 | $12,772 | |
| CVS | CVS HEALTH Corp | 156 | $12,380 | |
| No positions match the current search. | ||||
10 positions ·
$5,840,085 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 4,054 | $1,877,772 | 32.15% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 4,428 | $751,254 | 12.86% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 3,600 | $574,920 | 9.84% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 6,325 | $490,756 | 8.40% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,841 | $467,227 | 8.00% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 763 | $440,388 | 7.54% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 840 | $402,528 | 6.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,520 | $316,570 | 5.42% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,085 | $265,217 | 4.54% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 443 | $253,453 | 4.34% |