Arkolith/Funds/American Financial Advisors, LLC

American Financial Advisors, LLC

CIK 1767898Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

American Financial Advisors, LLC holds a focused book of 169 stocks worth $831.1M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Fundstr Gran SH US SM & Mid and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 11% of the equity book.

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Use Arkolith to show American Financial Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
17
new positions
Added to
48
existing
Trimmed
88
reduced
Sold out
5
exited

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
52%
Top 20 holdings
74%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

15% mapped to company sectors

ETF / fund or unclassified
85%
Financials
5%
Information Technology
4%
Health Care
2%
Industrials
2%
Consumer Discretionary
1%
Real Estate
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

169 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$88.4M120.0K
10.6%
−6.2%
Reduced · −8K sh
2Vanguard Whitehall FDS
INTL DVD ETF
$43.6M467.4K
5.3%
+3.1%
Added · +14K sh
3Ishares TR
RUS 1000 ETF
$43.3M105.8K
5.2%
−2.3%
Reduced · −2K sh
4Vanguard Index FDS
SML CP GRW ETF
$41.8M114.2K
5.0%
−3.0%
Reduced · −3K sh
5Berkshire Hathaway Inc Del
CL B NEW
$41.1M82.1K
4.9%
+3.9%
Added · +3K sh
6Vanguard Specialized Funds
DIV APP ETF
$40.2M169.7K
4.8%
−1.9%
Reduced · −3K sh
7Vanguard Scottsdale FDS
INT-TERM CORP
$36.1M436.4K
4.3%
+5.0%
Added · +21K sh
8Vanguard Scottsdale FDS
SHRT TRM CORP BD
$35.6M450.2K
4.3%
+4.4%
Added · +19K sh
9First TR Exchange-Traded FD
CAP STRENGTH ETF
$35.0M372.4K
4.2%
+3.2%
Added · +11K sh
10Schwab Strategic TR
US DIVIDEND EQ
$29.5M930.4K
3.6%
−32%
Reduced · −445K sh
11Vanguard Index FDS
MID CAP ETF
$27.5M341.3K
3.3%
+311%
Added · +258K sh
12Select Sector SPDR TR
ST STR CARE ETF
$26.0M164.2K
3.1%
+2.3%
Added · +4K sh
13Capital Grp Fixed Incm ETF T
CORE BOND ETF
$18.4M701.4K
2.2%
+1.4%
Added · +10K sh
14First TR Exchange-Traded FD
NASDAQ CYB ETF
$17.8M198.1K
2.1%
−1.1%
Reduced · −2K sh
15SPDR Series Trust
ST STR SP600SM C
$17.6M161.4K
2.1%
−35%
Reduced · −88K sh
16First TR Exchange-Traded FD
FST LOW OPPT EFT
$17.0M341.9K
2.0%
−0.6%
Reduced · −2K sh
17Eli Lilly & Co
COM
$15.0M12.5K
1.8%
−1.5%
Reduced · −189 sh
18Ishares TR
CORE S&P MCP ETF
$15.0M194.2K
1.8%
−5.1%
Reduced · −11K sh
19Schwab Strategic TR
US SML CAP ETF
$13.5M375.0K
1.6%
−3.8%
Reduced · −15K sh
20J P Morgan Exchange Traded F
INCOME ETF
$13.2M286.6K
1.6%
+9.7%
Added · +25K sh
21Tidal Trust III
FUND GRA MID ETF
$12.5M399.0K
1.5%
New
New position
22Delta Air Lines Inc
COM NEW
$12.1M129.1K
1.5%
−2.4%
Reduced · −3K sh
23Tidal Trust I
FUND GRAN US ETF
$10.6M385.0K
1.3%
New
New position
24Select Sector SPDR TR
ST STR REAL ETF
$10.6M241.2K
1.3%
+1.0%
Added · +2K sh
25J P Morgan Exchange Traded F
ULTRA SHRT ETF
$10.5M208.4K
1.3%
−2.4%
Reduced · −5K sh
26Vaneck ETF Trust
FALLEN ANGEL HG
$9.2M313.9K
1.1%
−36%
Reduced · −180K sh
27Apple Inc
COM
$8.2M28.3K
1.0%
−4.2%
Reduced · −1K sh
28Vanguard Index FDS
TOTAL STK MKT
$6.2M16.7K
0.7%
−0.8%
Reduced · −144 sh
29Amazon Com Inc
COM
$5.7M24.1K
0.7%
−3.6%
Reduced · −895 sh
30Alphabet Inc
CAP STK CL A
$5.5M15.4K
0.7%
−1.8%
Reduced · −275 sh
31Ishares TR
CORE S&P500 ETF
$4.4M5.9K
0.5%
−2.6%
Reduced · −161 sh
32Nvidia Corporation
COM
$4.0M19.8K
0.5%
−6.0%
Reduced · −1K sh
33SPDR Series Trust
ST STR SP BIOT
$3.9M24.7K
0.5%
−12%
Reduced · −3K sh
34Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$3.3M55.1K
0.4%
−0.9%
Reduced · −496 sh
35Ishares TR
MSCI EAFE ETF
$3.3M31.3K
0.4%
−2.1%
Reduced · −686 sh
36SPDR Series Trust
ST STR P500ETF
$3.2M36.8K
0.4%
−0.2%
Reduced · −79 sh
37SPDR Series Trust
ST STR SP AERO
$2.8M10.0K
0.3%
−5.6%
Reduced · −590 sh
38Schwab Strategic TR
INTL EQTY ETF
$2.8M101.8K
0.3%
−3.3%
Reduced · −3K sh
39Schwab Strategic TR
US LRG CAP ETF
$2.5M84.3K
0.3%
−3.6%
Reduced · −3K sh
40SPDR Series Trust
ST STR SP600 SML
$2.4M41.8K
0.3%
+1.4%
Added · +559 sh
41Dimensional ETF Trust
US COR EQU 2 ETF
$2.3M52.7K
0.3%
+0.2%
Added · +129 sh
42Home Depot Inc
COM
$2.3M6.5K
0.3%
−1.0%
Reduced · −65 sh
43First TR Exchange Traded FD
RISNG DIVD ACHIV
$2.2M27.4K
0.3%
−1.0%
Reduced · −271 sh
44Welltower Inc
COM
$2.2M9.6K
0.3%
−2.6%
Reduced · −257 sh
45Ishares TR
EAFE SML CP ETF
$2.1M25.6K
0.3%
−18%
Reduced · −6K sh
46Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$2.0M6.7K
0.2%
+2.5%
Added · +162 sh
47Invesco Exchange Traded FD T
S&P500 EQL TEC
$2.0M31.6K
0.2%
−13%
Reduced · −5K sh
48State STR SPDR S&P 500 ETF T
TR UNIT
$2.0M2.7K
0.2%
Held
49Vaneck ETF Trust
SEMICONDUCTR ETF
$1.9M2.9K
0.2%
−1.6%
Reduced · −47 sh
50Southern Copper Corp
COM
$1.9M10.7K
0.2%
+1.1%
Added · +117 sh
Showing 50 of 169 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 2026169$831.1M13F-HR
Q1 2026Mar 31, 2026May 13, 2026159$749.5M13F-HR
Q4 2025Dec 31, 2025Feb 3, 2026160$774.7M13F-HR
Q3 2025Sep 30, 2025Oct 27, 2025158$776.3M13F-HR
Q2 2025Jun 30, 2025Jul 10, 2025161$716.0M13F-HR
Q1 2025Mar 31, 2025May 1, 2025147$689.3M13F-HR
Q4 2024Dec 31, 2024Jan 30, 2025150$709.6M13F-HR
Q3 2024Sep 30, 2024Oct 25, 2024146$732.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.