AMERICAN FINANCIAL ADVISORS, LLC

Filed: 1/30/2025ACC: 0001667731-25-000187

📋 What this filing means

AMERICAN FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 150 equity positions with a total reported market value of $709.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

150

Positions

$709.57M

Total AUM (reported)

9.51M

Total Shares

Allocation by class

UNIT SER 1$61.33M8.6%

COM$51.14M7.2%

DIV APP ETF$41.09M5.8%

CL B NEW$40.13M5.7%

RUS 1000 ETF$39.29M5.5%

SML CP GRW ETF$38.11M5.4%

INTL DVD ETF$34.59M4.9%

Portfolio Concentration

Top 3$142.56M20.1%

4–10$235.08M33.1%

11–25$217.88M30.7%

Rest$114.05M16.1%

Top 3 weight

20.1%

Top 10 weight

53.2%

Voting Authority Distribution

Total shares with voting rights: 9.51M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.51M

% of voting shares100.0%

Investment Discretion (by position count)

Sole150

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings150

Rows:

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares119.97K

TypeSH

Market value$61.33M

8.64%

Sole

0.00

Shared

0.00

None

119.97K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares209.84K

TypeSH

Market value$41.09M

5.79%

Sole

0.00

Shared

0.00

None

209.84K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares88.54K

TypeSH

Market value$40.13M

5.66%

Sole

0.00

Shared

0.00

None

88.54K

ISHARES TR

SOLE

RUS 1000 ETF

Shares121.97K

TypeSH

Market value$39.29M

5.54%

Sole

0.00

Shared

0.00

None

121.97K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares136.07K

TypeSH

Market value$38.11M

5.37%

Sole

0.00

Shared

0.00

None

136.07K

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares432.37K

TypeSH

Market value$34.59M

4.87%

Sole

0.00

Shared

0.00

None

432.37K

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares382.45K

TypeSH

Market value$33.59M

4.73%

Sole

0.00

Shared

0.00

None

382.45K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares405.60K

TypeSH

Market value$31.64M

4.46%

Sole

0.00

Shared

0.00

None

405.60K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.08M

TypeSH

Market value$29.59M

4.17%

Sole

0.00

Shared

0.00

None

1.08M

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares352.22K

TypeSH

Market value$28.27M

3.98%

Sole

0.00

Shared

0.00

None

352.22K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares92.73K

TypeSH

Market value$24.49M

3.45%

Sole

0.00

Shared

0.00

None

92.73K

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE BOND ETF

Shares909.81K

TypeSH

Market value$23.46M

3.31%

Sole

0.00

Shared

0.00

None

909.81K

SPDR SER TR

SOLE

S&P 600 SMCP VAL

Shares263.10K

TypeSH

Market value$22.96M

3.24%

Sole

0.00

Shared

0.00

None

263.10K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares150.97K

TypeSH

Market value$20.77M

2.93%

Sole

0.00

Shared

0.00

None

150.97K

FIRST TR EXCHANGE-TRADED FD

SOLE

FST LOW OPPT EFT

Shares346.77K

TypeSH

Market value$16.88M

2.38%

Sole

0.00

Shared

0.00

None

346.77K

FIRST TR EXCHANGE TRADED FD

SOLE

NASDAQ CYB ETF

Shares239.36K

TypeSH

Market value$15.19M

2.14%

Sole

0.00

Shared

0.00

None

239.36K

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares498.68K

TypeSH

Market value$14.30M

2.01%

Sole

0.00

Shared

0.00

None

498.68K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares218.91K

TypeSH

Market value$13.64M

1.92%

Sole

0.00

Shared

0.00

None

218.91K

SELECT SECTOR SPDR TR

SOLE

RL EST SEL SEC

Shares293.80K

TypeSH

Market value$11.95M

1.68%

Sole

0.00

Shared

0.00

None

293.80K

FIRST TR EXCHNG TRADED FD VI

SOLE

TCW OPPORTUNIS

Shares256.20K

TypeSH

Market value$11.01M

1.55%

Sole

0.00

Shared

0.00

None

256.20K

ELI LILLY & CO

SOLE

COM

Shares13.38K

TypeSH

Market value$10.33M

1.46%

Sole

0.00

Shared

0.00

None

13.38K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares385.13K

TypeSH

Market value$9.96M

1.40%

Sole

0.00

Shared

0.00

None

385.13K

APPLE INC

SOLE

COM

Shares33.28K

TypeSH

Market value$8.33M

1.17%

Sole

0.00

Shared

0.00

None

33.28K

DELTA AIR LINES INC DEL

SOLE

COM NEW

Shares136.93K

TypeSH

Market value$8.28M

1.17%

Sole

0.00

Shared

0.00

None

136.93K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares125.56K

TypeSH

Market value$6.32M

0.89%

Sole

0.00

Shared

0.00

None

125.56K

Issuer	Class	Shares	Type	Value / Portfolio %	None
INVESCO QQQ TRSOLE	UNIT SER 1	119.97K	SH	$61.33M 8.64%	119.97K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	209.84K	SH	$41.09M 5.79%	209.84K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	88.54K	SH	$40.13M 5.66%	88.54K
ISHARES TRSOLE	RUS 1000 ETF	121.97K	SH	$39.29M 5.54%	121.97K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	136.07K	SH	$38.11M 5.37%	136.07K
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	432.37K	SH	$34.59M 4.87%	432.37K
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	382.45K	SH	$33.59M 4.73%	382.45K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	405.60K	SH	$31.64M 4.46%	405.60K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.08M	SH	$29.59M 4.17%	1.08M
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	352.22K	SH	$28.27M 3.98%	352.22K
VANGUARD INDEX FDSSOLE	MID CAP ETF	92.73K	SH	$24.49M 3.45%	92.73K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE BOND ETF	909.81K	SH	$23.46M 3.31%	909.81K
SPDR SER TRSOLE	S&P 600 SMCP VAL	263.10K	SH	$22.96M 3.24%	263.10K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	150.97K	SH	$20.77M 2.93%	150.97K
FIRST TR EXCHANGE-TRADED FDSOLE	FST LOW OPPT EFT	346.77K	SH	$16.88M 2.38%	346.77K
FIRST TR EXCHANGE TRADED FDSOLE	NASDAQ CYB ETF	239.36K	SH	$15.19M 2.14%	239.36K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	498.68K	SH	$14.30M 2.01%	498.68K
ISHARES TRSOLE	CORE S&P MCP ETF	218.91K	SH	$13.64M 1.92%	218.91K
SELECT SECTOR SPDR TRSOLE	RL EST SEL SEC	293.80K	SH	$11.95M 1.68%	293.80K
FIRST TR EXCHNG TRADED FD VISOLE	TCW OPPORTUNIS	256.20K	SH	$11.01M 1.55%	256.20K
ELI LILLY & COSOLE	COM	13.38K	SH	$10.33M 1.46%	13.38K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	385.13K	SH	$9.96M 1.40%	385.13K
APPLE INCSOLE	COM	33.28K	SH	$8.33M 1.17%	33.28K
DELTA AIR LINES INC DELSOLE	COM NEW	136.93K	SH	$8.28M 1.17%	136.93K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	125.56K	SH	$6.32M 0.89%	125.56K

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