AMERICAN FINANCIAL ADVISORS, LLC

Filed: 5/1/2025ACC: 0001667731-25-000565

📋 What this filing means

AMERICAN FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 147 equity positions with a total reported market value of $689.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

147

Positions

$689.27M

Total AUM (reported)

9.36M

Total Shares

Allocation by class

UNIT SER 1$54.92M8.0%

COM$48.83M7.1%

CL B NEW$46.15M6.7%

DIV APP ETF$39.73M5.8%

RUS 1000 ETF$36.71M5.3%

INTL DVD ETF$35.40M5.1%

CAP STRENGTH ETF$33.65M4.9%

Portfolio Concentration

Top 3$140.80M20.4%

4–10$229.16M33.2%

11–25$209.21M30.4%

Rest$110.10M16.0%

Top 3 weight

20.4%

Top 10 weight

53.7%

Voting Authority Distribution

Total shares with voting rights: 9.36M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.36M

% of voting shares100.0%

Investment Discretion (by position count)

Sole147

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings147

Rows:

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares117.12K

TypeSH

Market value$54.92M

7.97%

Sole

0.00

Shared

0.00

None

117.12K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares86.65K

TypeSH

Market value$46.15M

6.70%

Sole

0.00

Shared

0.00

None

86.65K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares204.80K

TypeSH

Market value$39.73M

5.76%

Sole

0.00

Shared

0.00

None

204.80K

ISHARES TR

SOLE

RUS 1000 ETF

Shares119.67K

TypeSH

Market value$36.71M

5.33%

Sole

0.00

Shared

0.00

None

119.67K

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares426.76K

TypeSH

Market value$35.40M

5.14%

Sole

0.00

Shared

0.00

None

426.76K

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares375.40K

TypeSH

Market value$33.65M

4.88%

Sole

0.00

Shared

0.00

None

375.40K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares133.06K

TypeSH

Market value$33.50M

4.86%

Sole

0.00

Shared

0.00

None

133.06K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares399.28K

TypeSH

Market value$31.52M

4.57%

Sole

0.00

Shared

0.00

None

399.28K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.07M

TypeSH

Market value$29.86M

4.33%

Sole

0.00

Shared

0.00

None

1.07M

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares348.98K

TypeSH

Market value$28.53M

4.14%

Sole

0.00

Shared

0.00

None

348.98K

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE BOND ETF

Shares904.34K

TypeSH

Market value$23.77M

3.45%

Sole

0.00

Shared

0.00

None

904.34K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares90.79K

TypeSH

Market value$23.48M

3.41%

Sole

0.00

Shared

0.00

None

90.79K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares147.27K

TypeSH

Market value$21.50M

3.12%

Sole

0.00

Shared

0.00

None

147.27K

SPDR SER TR

SOLE

S&P 600 SMCP VAL

Shares258.39K

TypeSH

Market value$20.26M

2.94%

Sole

0.00

Shared

0.00

None

258.39K

FIRST TR EXCHANGE-TRADED FD

SOLE

FST LOW OPPT EFT

Shares343.69K

TypeSH

Market value$16.90M

2.45%

Sole

0.00

Shared

0.00

None

343.69K

FIRST TR EXCHANGE TRADED FD

SOLE

NASDAQ CYB ETF

Shares234.67K

TypeSH

Market value$14.78M

2.14%

Sole

0.00

Shared

0.00

None

234.67K

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares491.52K

TypeSH

Market value$14.19M

2.06%

Sole

0.00

Shared

0.00

None

491.52K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares215.44K

TypeSH

Market value$12.57M

1.82%

Sole

0.00

Shared

0.00

None

215.44K

SELECT SECTOR SPDR TR

SOLE

RL EST SEL SEC

Shares288.07K

TypeSH

Market value$12.06M

1.75%

Sole

0.00

Shared

0.00

None

288.07K

ELI LILLY & CO

SOLE

COM

Shares13.40K

TypeSH

Market value$11.07M

1.61%

Sole

0.00

Shared

0.00

None

13.40K

FIRST TR EXCHNG TRADED FD VI

SOLE

TCW OPPORTUNIS

Shares236.30K

TypeSH

Market value$10.36M

1.50%

Sole

0.00

Shared

0.00

None

236.30K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares375.81K

TypeSH

Market value$8.81M

1.28%

Sole

0.00

Shared

0.00

None

375.81K

APPLE INC

SOLE

COM

Shares32.55K

TypeSH

Market value$7.23M

1.05%

Sole

0.00

Shared

0.00

None

32.55K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares124.44K

TypeSH

Market value$6.30M

0.91%

Sole

0.00

Shared

0.00

None

124.44K

DNP SELECT INCOME FD INC

SOLE

COM

Shares601.43K

TypeSH

Market value$5.95M

0.86%

Sole

0.00

Shared

0.00

None

601.43K

Issuer	Class	Shares	Type	Value / Portfolio %	None
INVESCO QQQ TRSOLE	UNIT SER 1	117.12K	SH	$54.92M 7.97%	117.12K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	86.65K	SH	$46.15M 6.70%	86.65K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	204.80K	SH	$39.73M 5.76%	204.80K
ISHARES TRSOLE	RUS 1000 ETF	119.67K	SH	$36.71M 5.33%	119.67K
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	426.76K	SH	$35.40M 5.14%	426.76K
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	375.40K	SH	$33.65M 4.88%	375.40K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	133.06K	SH	$33.50M 4.86%	133.06K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	399.28K	SH	$31.52M 4.57%	399.28K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.07M	SH	$29.86M 4.33%	1.07M
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	348.98K	SH	$28.53M 4.14%	348.98K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE BOND ETF	904.34K	SH	$23.77M 3.45%	904.34K
VANGUARD INDEX FDSSOLE	MID CAP ETF	90.79K	SH	$23.48M 3.41%	90.79K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	147.27K	SH	$21.50M 3.12%	147.27K
SPDR SER TRSOLE	S&P 600 SMCP VAL	258.39K	SH	$20.26M 2.94%	258.39K
FIRST TR EXCHANGE-TRADED FDSOLE	FST LOW OPPT EFT	343.69K	SH	$16.90M 2.45%	343.69K
FIRST TR EXCHANGE TRADED FDSOLE	NASDAQ CYB ETF	234.67K	SH	$14.78M 2.14%	234.67K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	491.52K	SH	$14.19M 2.06%	491.52K
ISHARES TRSOLE	CORE S&P MCP ETF	215.44K	SH	$12.57M 1.82%	215.44K
SELECT SECTOR SPDR TRSOLE	RL EST SEL SEC	288.07K	SH	$12.06M 1.75%	288.07K
ELI LILLY & COSOLE	COM	13.40K	SH	$11.07M 1.61%	13.40K
FIRST TR EXCHNG TRADED FD VISOLE	TCW OPPORTUNIS	236.30K	SH	$10.36M 1.50%	236.30K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	375.81K	SH	$8.81M 1.28%	375.81K
APPLE INCSOLE	COM	32.55K	SH	$7.23M 1.05%	32.55K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	124.44K	SH	$6.30M 0.91%	124.44K
DNP SELECT INCOME FD INCSOLE	COM	601.43K	SH	$5.95M 0.86%	601.43K

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