American Wealth Advisors, LLC: 13F holdings

CIK 20955892026Q2

Positions42
Reported value$106.6m
Filed2026-08-07

Change since last quarter

Positions42 (+1 vs prior quarter)
Reported value$106.6m (+11.1%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR37,435$28.0m26.3%
IWF ISHARES TR123,649$17.0m16.0%
IVE ISHARES TR56,865$12.9m12.1%
SHY ISHARES TR73,107$6.0m5.6%
VTI VANGUARD INDEX FDS11,708$4.3m4.1%
STIP ISHARES TR36,327$3.7m3.5%
SHYG ISHARES TR85,462$3.6m3.4%
DVY ISHARES TR18,905$3.0m2.8%
IWM ISHARES TR9,369$2.8m2.6%
SLQD ISHARES TR42,468$2.1m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2095589")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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