American Wealth Advisors, LLC holds a concentrated book of 42 stocks worth $106.6M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Intel Corp and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 26% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as American Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 42 | $352.9B |
| FMR LLC | 80 / 42 | $333.4B |
| JPMORGAN CHASE & CO | 80 / 42 | $288.9B |
| WELLS FARGO & COMPANY/MN | 80 / 42 | $116.4B |
| UBS Group AG | 80 / 42 | $89.9B |
| BlackRock, Inc. | 79 / 42 | $1.0T |
| BANK OF AMERICA CORP /DE/ | 79 / 42 | $293.8B |
| ROYAL BANK OF CANADA | 79 / 42 | $106.7B |
Ranked by the share of each fund's own book sitting in the names it shares with American Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $28.0M | 37.4K | 26.3% | ▼−0.5% Reduced · −178 sh | |
| 2 | Ishares TR S&P 500 GRWT ETF | $17.0M | 123.6K | 16.0% | ▼−0.1% Reduced · −68 sh | |
| 3 | Ishares TR S&P 500 VAL ETF | $12.9M | 56.9K | 12.1% | ▼−0.1% Reduced · −88 sh | |
| 4 | Ishares TR 1 3 YR TREAS BD | $6.0M | 73.1K | 5.6% | ▼−1.4% Reduced · −1K sh | |
| 5 | Vanguard Index FDS TOTAL STK MKT | $4.3M | 11.7K | 4.1% | ▲+0.6% Added · +68 sh | |
| 6 | Ishares TR 0-5 YR TIPS ETF | $3.7M | 36.3K | 3.5% | ▼−0.1% Reduced · −55 sh | |
| 7 | Ishares TR 0-5YR HI YL CP | $3.6M | 85.5K | 3.4% | ▲+1.5% Added · +1K sh | |
| 8 | Ishares TR SELECT DIVID ETF | $3.0M | 18.9K | 2.8% | ▲+4.7% Added · +849 sh | |
| 9 | Ishares TR RUSSELL 2000 ETF | $2.8M | 9.4K | 2.6% | ▼−0.7% Reduced · −68 sh | |
| 10 | Ishares TR 0-5YR INVT GR CP | $2.1M | 42.5K | 2.0% | ▲+0.6% Added · +256 sh | |
| 11 | State STR SPDR Dow Jones Ind UT SER 1 | $2.1M | 4.1K | 2.0% | ▲+0.3% Added · +11 sh | |
| 12 | Ishares TR RUS MD CP GR ETF | $1.9M | 13.0K | 1.8% | ▼~0% Reduced · −6 sh | |
| 13 | Ishares TR CORE S&P MCP ETF | $1.8M | 23.8K | 1.7% | ▼−0.3% Reduced · −85 sh | |
| 14 | Ishares TR NORTH AMERN NAT | $1.8M | 31.8K | 1.7% | ▼−0.6% Reduced · −187 sh | |
| 15 | Ishares TR RUS MID CAP ETF | $1.1M | 9.9K | 1.0% | ▲+1.3% Added · +131 sh | |
| 16 | Ishares TR SHRT NAT MUN ETF | $1.1M | 10.0K | 1.0% | ▲~0% Added · +3 sh | |
| 17 | Ishares TR CORE HIGH DV ETF | $851K | 31.0K | 0.8% | ▲+403% Added · +25K sh | |
| 18 | Ishares TR RUS 2000 GRW ETF | $846K | 2.1K | 0.8% | —Held | |
| 19 | Ishares TR RUS 2000 VAL ETF | $753K | 3.4K | 0.7% | ▼−0.2% Reduced · −7 sh | |
| 20 | Cisco Sys Inc COM | $725K | 6.2K | 0.7% | ▼−2.4% Reduced · −152 sh | |
| 21 | Ishares TR U.S. REAL ES ETF | $670K | 6.6K | 0.6% | ▼−5.1% Reduced · −351 sh | |
| 22 | Ishares TR S&P MC 400VL ETF | $654K | 4.4K | 0.6% | ▼−3.2% Reduced · −146 sh | |
| 23 | Exxon Mobil Corp COM | $606K | 4.4K | 0.6% | ▲~0% Added · +2 sh | |
| 24 | Ishares TR MSCI EAFE ETF | $571K | 5.5K | 0.5% | ▲+0.5% Added · +26 sh | |
| 25 | Invesco QQQ TR UNIT SER 1 | $562K | 763 | 0.5% | —Held | |
| 26 | Ishares TR FLTG RATE NT ETF | $547K | 10.7K | 0.5% | ▲+1.1% Added · +112 sh | |
| 27 | TJX Cos Inc New COM | $545K | 3.6K | 0.5% | —Held | |
| 28 | Apple Inc COM | $533K | 1.8K | 0.5% | ▲+0.1% Added · +2 sh | |
| 29 | Ishares TR RUS MDCP VAL ETF | $487K | 3.0K | 0.5% | ▼−0.5% Reduced · −16 sh | |
| 30 | Ishares TR CORE DIV GRWTH | $475K | 6.3K | 0.4% | ▲+0.4% Added · +28 sh | |
| 31 | Ishares TR IBOXX HI YD ETF | $470K | 5.9K | 0.4% | ▲+1.5% Added · +88 sh | |
| 32 | Ishares TR S&P MC 400GR ETF | $458K | 3.9K | 0.4% | ▼−0.9% Reduced · −36 sh | |
| 33 | Intel Corp COM | $449K | 3.2K | 0.4% | ▲New New position | |
| 34 | Ishares TR SELECT US REIT | $433K | 6.4K | 0.4% | ▼−2.0% Reduced · −128 sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $420K | 840 | 0.4% | —Held | |
| 36 | Amazon Com Inc COM | $362K | 1.5K | 0.3% | —Held | |
| 37 | Ishares TR MSCI USA QLT FCT | $359K | 1.6K | 0.3% | ▲+0.2% Added · +3 sh | |
| 38 | Ishares TR MSCI EAFE MIN VL | $335K | 3.8K | 0.3% | ▼−3.5% Reduced · −139 sh | |
| 39 | Ishares TR CORE S&P SCP ETF | $333K | 2.2K | 0.3% | ▼−1.6% Reduced · −37 sh | |
| 40 | Johnson & Johnson COM | $276K | 1.1K | 0.3% | ▲+0.1% Added · +1 sh | |
| 41 | Ishares TR TIPS BD ETF | $265K | 2.4K | 0.2% | ▲+1.7% Added · +40 sh | |
| 42 | Meta Platforms Inc CL A | $250K | 443 | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2095589/holdings"
Use Arkolith to show American Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.