American Wealth Advisors
American Wealth Advisors reported 42 stocks worth $107M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are IVV (26.3%), IVW (16.0%) and IVE (12.1%). Compared with Q1 2026, the fund opened new positions in INTC, added to VTI, SHYG and DVY and trimmed IVV, IVE and SHY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $28M | 26.3% | 37K | −178 (−0%) | 4 of 4 | |
| 2 |  IVW Ishares TR | $17M | 16.0% | 124K | No change | 4 of 4 | |
| 3 |  IVE Ishares TR | $12.9M | 12.1% | 57K | −88 (−0%) | 4 of 4 | |
| 4 |  SHY Ishares 1-3 Year Treasry | $6M | 5.6% | 73K | −1,075 (−1%) | 4 of 4 | |
| 5 |  VTI Vanguard Total Stock Market ETF | $4.3M | 4.1% | 12K | +68 (+1%) | 4 of 4 | |
| 6 |  STIP Ishares 0-5 | $3.7M | 3.5% | 36K | −55 (−0%) | 4 of 4 | |
| 7 |  SHYG Ishares TR | $3.6M | 3.4% | 85K | +1,268 (+2%) | 4 of 4 | |
| 8 |  DVY Ishares Select Dividend | $3M | 2.8% | 19K | +849 (+5%) | 4 of 4 | |
| 9 |  IWM Ishares TR | $2.8M | 2.6% | 9,369 | −68 (−1%) | 4 of 4 | |
| 10 |  SLQD Ishares TR | $2.1M | 2.0% | 42K | +256 (+1%) | 4 of 4 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →American Wealth Advisors 13F FAQ
What does American Wealth Advisors own?
American Wealth Advisors reported 42 stocks worth $107M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are IVV (26.3%), IVW (16.0%) and IVE (12.1%). The table above lists every position in the filing (the top 10 without an account).
What did American Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 14 added to, 16 trimmed and 0 sold out. New positions include INTC.
When will American Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is American Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $107M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.