account_balance

Investment manager · 13F filer · SEC CIK 1767898

American Financial Advisors, LLC

Reported value$831Mas of Jun 30, 2026
Positions169 16 new, 6 sold out
Top 10 weight52.3%QQQ alone is 11%
FiledJul 1414 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QQQ Invesco QQQ Tr 10.6% Trimmed −6%
VIGI Vanguard Whitehall FDS 5.3% Added +3%
IWB iShares Tr 5.2% Trimmed −2%
VBK Vanguard Index FDS 5.0% Trimmed −3%
BRK-B Berkshire Hathaway Inc 4.9% Added +4%
VIG Vanguard Specialized Funds 4.8% Held
VCIT Vanguard Scottsdale FDS 4.3% Added +5%
VCSH Vanguard Scottsdale FDS 4.3% Added +4%
FTCS First Tr Exchange-Traded Fd 4.2% Added +3%
SCHD Schwab Strategic Tr 3.6% Trimmed −32%
VO Vanguard Index FDS 3.3% Added +3%
XLV Select Sector SPDR Tr 3.1% Added +2%

What changed

Biggest moves since Mar 31, 2026

Filed Jul 14, 2026, compared with the May 13, 2026 filing
add_circleNew
  • GRNJ $12.5M
  • GRNY $10.6M
  • SPCX $1.07M
  • INTC $384K
arrow_upwardAdded
  • JPIE +10%
  • VCIT +5%
  • VCSH +4%
  • BRK-B +4%
arrow_downwardTrimmed
  • ANGL −36%
  • SLYV −35%
  • SCHD −32%
  • SCZ −18%
remove_circleSold out
  • MRK $237K
  • BABA $234K
  • FEMS $213K
  • XLE $210K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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