account_balance

Investment manager · 13F filer · SEC CIK 2095589

American Wealth Advisors, LLC

Reported value$107Mas of Sep 30, 2026
Positions42 1 new, 1 sold out
Top 10 weight78.8%IVV alone is 26%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 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
IVV iShares Tr 26.2% Trimmed −2%
IVW iShares Tr 16.3% Held
IVE iShares Tr 12.3% Held
SHY iShares Tr 5.6% Held
VTI Vanguard Index FDS 4.1% Held
SHYG iShares Tr 3.6% Added +9%
STIP iShares Tr 3.5% Added +4%
DVY iShares Tr 2.7% Held
IWM iShares Tr 2.5% Held
SLQD iShares Tr 2.0% Added +4%
DIA SPDR Dow Jones Industrial Average ETF Trust 1.9% Held
IGE iShares Tr 1.9% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 7, 2026 filing
add_circleNew
arrow_upwardAdded
  • DGRO +26%
  • SHYG +9%
  • IWR +4%
  • STIP +4%
arrow_downwardTrimmed
remove_circleSold out

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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