American Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Select Dividend ETF
DVY
|
+$695K |
| 2 |
iShares S&P 500 Value ETF
IVE
|
+$180K |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$168K |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$81.6K |
| 5 |
Meta Platforms (Facebook)
META
|
+$79.5K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$782K |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$392K |
| 3 |
Microsoft
MSFT
|
+$254K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$197K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$162K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1% |
| 2 | Consumer Discretionary | 0.93% |
| 3 | Energy | 0.78% |
| 4 | Financials | 0.42% |
| 5 | Healthcare | 0.28% |
Similar funds
American Wealth Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, American Wealth Advisors held 133 positions worth $96M, down 5.8% from $102M the previous quarter. Its ten largest holdings account for 78% of the portfolio.
American Wealth Advisors withdrew a net $3.9M in Q1 2026, closing 92 positions and reducing 16 holdings. Its most notable exit was Microsoft, an estimated $254K position sold in full.
By sector, the portfolio is most concentrated in Technology at 1% of assets, down from 1.4% a quarter earlier, followed by Consumer Discretionary and Energy.
Against the trend, American Wealth Advisors added an estimated $695K to iShares Select Dividend ETF.
- American Wealth Advisors added most to iShares Select Dividend ETF in Q1 2026, an estimated $695K increase.
- American Wealth Advisors's biggest Q1 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $782K.
- American Wealth Advisors fully exited Microsoft in Q1 2026, selling an estimated $254K.
- American Wealth Advisors's ten largest holdings make up 78% of its $96M portfolio in Q1 2026.
- American Wealth Advisors opened 0 new positions and closed 92 in Q1 2026.
- American Wealth Advisors's portfolio value fell 5.8% quarter-over-quarter to $96M.
Based on American Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.