American Wealth Advisors, LLC

CIK

2095589

Location

JOHNS CREEK, GA

Portfolio Value

Small $106,566,215

Diversification

Highly concentrated

Filing Date

Global Rank

#8,262 / 8,827 ▼ 14

Top Industry

Communication Equipment 17.4%

3Y Alpha vs SPY

-6.6%

Period ended 4 months ago

Filed Aug 7, 2026 · 3mo

4 quarters · since Sep 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 98.8% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 4.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 90.7%; sector active share 83.2% against the combined 13F book's sector weights.

Over time 4 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

86.2%

−1.1 pts

Top 5

96.2%

−0.4 pts

Top 10

98.8%

−0.4 pts

HHI

7,467

Highly concentrated−192

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.1%	$102,399,357	33
Technology	1.6%	$1,707,838	3
Consumer Cyclical	0.9%	$907,676	2
Energy	0.6%	$605,669	1
Financial Services	0.4%	$420,327	1
Healthcare	0.3%	$275,811	1
Communication Services	0.2%	$249,537	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
—		+24,874	31,044	$850,916
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	+1,268	85,462	$3,624,443
DVY	iShares Select Dividend ETF	+849	18,905	$2,954,851
SLQD	iShares 0-5 Year Investment Grade Corporate Bond ETF	+256	42,468	$2,139,113
IWR	iShares Russell Mid-Cap ETF	+131	9,931	$1,095,587
FLOT	iShares Floating Rate Bond ETF	+112	10,716	$547,051
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+88	5,882	$470,383
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+68	11,708	$4,332,428
TIP	iShares TIPS Bond ETF	+40	2,418	$264,601
DGRO	iShares Core Dividend Growth ETF	+28	6,263	$474,672
EFA	iShares MSCI EAFE ETF	+26	5,499	$571,236
DIA	Spdr Dow Jones Industrial Average ETF Trust	+11	4,065	$2,123,515
QUAL	iShares MSCI USA Quality Factor ETF	+3	1,635	$358,768
SUB	iShares Short-Term National Muni Bond ETF	+3	9,952	$1,059,589
XOM	ExxonMobil Holdings Corp	+2	4,430	$605,669
AAPL	Apple Inc.	+2	1,843	$533,290
JNJ	Johnson & Johnson	+1	1,086	$275,811
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
SHY	iShares 1-3 Year Treasury Bond ETF	−1,075	73,107	$6,002,815
IYR	iShares U.S. Real Estate ETF	−351	6,555	$670,248
IGE	iShares North American Natural Resources ETF	−187	31,803	$1,786,692
IVV	iShares Core S&P 500 ETF	−178	37,435	$28,034,697
CSCO	Cisco Systems, Inc.	−152	6,173	$725,080
IJJ	iShares S&P Mid-Cap 400 Value ETF	−146	4,428	$654,148
EFAV	iShares MSCI EAFE Min Vol Factor ETF	−139	3,818	$334,876
ICF	iShares Select U.S. REIT ETF	−128	6,399	$432,764
IVE	iShares S&P 500 Value ETF	−88	56,865	$12,911,766
IJH	iShares Core S&P Mid-Cap ETF	−85	23,781	$1,833,752
IWM	iShares Russell 2000 ETF	−68	9,369	$2,814,916
IVW	iShares S&P 500 Growth ETF	−68	123,649	$17,005,446
STIP	iShares 0-5 Year TIPS Bond ETF	−55	36,327	$3,711,166
IJR	iShares Core S&P Small-Cap ETF	−37	2,244	$332,807
IJK	iShares S&P Mid-Cap 400 Growth ETF	−36	3,902	$458,485
IWS	iShares Russell Mid-Cap Value ETF	−16	2,960	$487,216
—		−7	3,403	$752,743
—		−6	12,977	$1,899,962
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
INTC	Intel Corp	3,219	$449,468
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

42 tracked positions · $106,566,215 total · filing declares 42 positions · $106,566,698 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IVV	iShares Core S&P 500 ETF	Reduced	37,435	-178	$28,034,697	+14.1%	4	before history	26.31%
IVW	iShares S&P 500 Growth ETF	Reduced	123,649	-68	$17,005,446	+21.5%	4	before history	15.96%
IVE	iShares S&P 500 Value ETF	Reduced	56,865	-88	$12,911,766	+7.4%	4	before history	12.12%
SHY	iShares 1-3 Year Treasury Bond ETF	Reduced	73,107	-1,075	$6,002,815	−2.0%	4	before history	5.63%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	11,708	+68	$4,332,428	+16.0%	4	before history	4.07%
STIP	iShares 0-5 Year TIPS Bond ETF	Reduced	36,327	-55	$3,711,166	−1.4%	4	before history	3.48%
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	Added	85,462	+1,268	$3,624,443	+1.7%	4	before history	3.40%
DVY	iShares Select Dividend ETF	Added	18,905	+849	$2,954,851	+8.1%	4	before history	2.77%
IWM	iShares Russell 2000 ETF	Reduced	9,369	-68	$2,814,916	+20.3%	4	before history	2.64%
SLQD	iShares 0-5 Year Investment Grade Corporate Bond ETF	Added	42,468	+256	$2,139,113	+0.4%	4	before history	2.01%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	4,065	+11	$2,123,515	+13.1%	4	before history	1.99%
		Reduced	12,977	-6	$1,899,962	+14.2%	4	before history	1.78%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	23,781	-85	$1,833,752	+13.8%	4	before history	1.72%
IGE	iShares North American Natural Resources ETF	Reduced	31,803	-187	$1,786,692	−11.3%	4	before history	1.68%
IWR	iShares Russell Mid-Cap ETF	Added	9,931	+131	$1,095,587	+15.0%	4	before history	1.03%
SUB	iShares Short-Term National Muni Bond ETF	Added	9,952	+3	$1,059,589	+0.0%	4	before history	0.99%
		Added	31,044	+24,874	$850,916	+408.1%	4	before history	0.80%
IWO	iShares Russell 2000 Growth ETF	Held	2,147	0	$845,832	+25.5%	4	before history	0.79%
		Reduced	3,403	-7	$752,743	+16.4%	4	before history	0.71%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,173	-152	$725,080	+47.7%	4	before history	0.68%
IYR	iShares U.S. Real Estate ETF	Reduced	6,555	-351	$670,248	+2.6%	4	before history	0.63%
IJJ	iShares S&P Mid-Cap 400 Value ETF	Reduced	4,428	-146	$654,148	+7.9%	4	before history	0.61%
XOM	ExxonMobil Holdings Corp Energy	Added	4,430	+2	$605,669	−19.4%	4	before history	0.57%
EFA	iShares MSCI EAFE ETF	Added	5,499	+26	$571,236	+7.5%	4	before history	0.54%
QQQ	Invesco Qqq Trust, Series 1	Held	763	0	$561,873	+27.6%	4	before history	0.53%
FLOT	iShares Floating Rate Bond ETF	Added	10,716	+112	$547,051	+1.3%	4	before history	0.51%
TJX	Tjx Companies Inc Consumer Cyclical	Held	3,600	0	$545,400	−5.1%	4	before history	0.51%
AAPL	Apple Inc. Technology	Added	1,843	+2	$533,290	+14.1%	4	before history	0.50%
IWS	iShares Russell Mid-Cap Value ETF	Reduced	2,960	-16	$487,216	+12.3%	4	before history	0.46%
DGRO	iShares Core Dividend Growth ETF	Added	6,263	+28	$474,672	+8.5%	4	before history	0.45%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Added	5,882	+88	$470,383	+2.0%	4	before history	0.44%
IJK	iShares S&P Mid-Cap 400 Growth ETF	Reduced	3,902	-36	$458,485	+15.7%	4	before history	0.43%
INTC	Intel Corp Technology	NEW	3,219	NEW	$449,468	NEW	1	$101.12	0.42%
ICF	iShares Select U.S. REIT ETF	Reduced	6,399	-128	$432,764	+7.1%	4	before history	0.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	840	0	$420,327	+4.4%	4	before history	0.39%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,520	0	$362,276	+14.4%	4	before history	0.34%
QUAL	iShares MSCI USA Quality Factor ETF	Added	1,635	+3	$358,768	+14.6%	4	before history	0.34%
EFAV	iShares MSCI EAFE Min Vol Factor ETF	Reduced	3,818	-139	$334,876	−7.4%	4	before history	0.31%
IJR	iShares Core S&P Small-Cap ETF	Reduced	2,244	-37	$332,807	+17.4%	4	before history	0.31%
JNJ	Johnson & Johnson Healthcare	Added	1,086	+1	$275,811	+4.0%	4	before history	0.26%
TIP	iShares TIPS Bond ETF	Added	2,418	+40	$264,601	+0.8%	4	before history	0.25%
META	Meta Platforms, Inc. Communication Services	Held	443	0	$249,537	−1.5%	4	before history	0.23%

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.