AMERICAN FINANCIAL ADVISORS, LLC

Filed: 7/10/2025ACC: 0001667731-25-000761

📋 What this filing means

AMERICAN FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 161 equity positions with a total reported market value of $716.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

161

Positions

$716.02M

Total AUM (reported)

9.18M

Total Shares

Allocation by class

UNIT SER 1$62.49M8.7%

COM$52.14M7.3%

CL B NEW$41.26M5.8%

DIV APP ETF$40.87M5.7%

RUS 1000 ETF$39.82M5.6%

INTL DVD ETF$38.07M5.3%

SML CP GRW ETF$36.24M5.1%

Portfolio Concentration

Top 3$144.63M20.2%

4–10$236.85M33.1%

11–25$207.62M29.0%

Rest$126.92M17.7%

Top 3 weight

20.2%

Top 10 weight

53.3%

Voting Authority Distribution

Total shares with voting rights: 9.18M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.18M

% of voting shares100.0%

Investment Discretion (by position count)

Sole161

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings161

Rows:

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares113.29K

TypeSH

Market value$62.49M

8.73%

Sole

0.00

Shared

0.00

None

113.29K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares84.94K

TypeSH

Market value$41.26M

5.76%

Sole

0.00

Shared

0.00

None

84.94K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares199.71K

TypeSH

Market value$40.87M

5.71%

Sole

0.00

Shared

0.00

None

199.71K

ISHARES TR

SOLE

RUS 1000 ETF

Shares117.26K

TypeSH

Market value$39.82M

5.56%

Sole

0.00

Shared

0.00

None

117.26K

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares422.44K

TypeSH

Market value$38.07M

5.32%

Sole

0.00

Shared

0.00

None

422.44K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares130.88K

TypeSH

Market value$36.24M

5.06%

Sole

0.00

Shared

0.00

None

130.88K

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares368.04K

TypeSH

Market value$33.45M

4.67%

Sole

0.00

Shared

0.00

None

368.04K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares395.78K

TypeSH

Market value$31.46M

4.39%

Sole

0.00

Shared

0.00

None

395.78K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares350.56K

TypeSH

Market value$29.07M

4.06%

Sole

0.00

Shared

0.00

None

350.56K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.08M

TypeSH

Market value$28.74M

4.01%

Sole

0.00

Shared

0.00

None

1.08M

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares88.83K

TypeSH

Market value$24.86M

3.47%

Sole

0.00

Shared

0.00

None

88.83K

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE BOND ETF

Shares878.10K

TypeSH

Market value$23.09M

3.23%

Sole

0.00

Shared

0.00

None

878.10K

SPDR SERIES TRUST

SOLE

S&P 600 SMCP VAL

Shares254.11K

TypeSH

Market value$20.27M

2.83%

Sole

0.00

Shared

0.00

None

254.11K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares145.35K

TypeSH

Market value$19.59M

2.74%

Sole

0.00

Shared

0.00

None

145.35K

FIRST TR EXCHANGE TRADED FD

SOLE

NASDAQ CYB ETF

Shares228.30K

TypeSH

Market value$17.25M

2.41%

Sole

0.00

Shared

0.00

None

228.30K

FIRST TR EXCHANGE-TRADED FD

SOLE

FST LOW OPPT EFT

Shares341.22K

TypeSH

Market value$16.81M

2.35%

Sole

0.00

Shared

0.00

None

341.22K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares229.29K

TypeSH

Market value$14.22M

1.99%

Sole

0.00

Shared

0.00

None

229.29K

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares485.49K

TypeSH

Market value$14.22M

1.99%

Sole

0.00

Shared

0.00

None

485.49K

SELECT SECTOR SPDR TR

SOLE

RL EST SEL SEC

Shares277.35K

TypeSH

Market value$11.49M

1.60%

Sole

0.00

Shared

0.00

None

277.35K

ELI LILLY & CO

SOLE

COM

Shares13.38K

TypeSH

Market value$10.43M

1.46%

Sole

0.00

Shared

0.00

None

13.38K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares378.80K

TypeSH

Market value$9.58M

1.34%

Sole

0.00

Shared

0.00

None

378.80K

DELTA AIR LINES INC DEL

SOLE

COM NEW

Shares136.70K

TypeSH

Market value$6.72M

0.94%

Sole

0.00

Shared

0.00

None

136.70K

APPLE INC

SOLE

COM

Shares32.42K

TypeSH

Market value$6.65M

0.93%

Sole

0.00

Shared

0.00

None

32.42K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares125.48K

TypeSH

Market value$6.36M

0.89%

Sole

0.00

Shared

0.00

None

125.48K

AMAZON COM INC

SOLE

COM

Shares27.69K

TypeSH

Market value$6.07M

0.85%

Sole

0.00

Shared

0.00

None

27.69K

Issuer	Class	Shares	Type	Value / Portfolio %	None
INVESCO QQQ TRSOLE	UNIT SER 1	113.29K	SH	$62.49M 8.73%	113.29K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	84.94K	SH	$41.26M 5.76%	84.94K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	199.71K	SH	$40.87M 5.71%	199.71K
ISHARES TRSOLE	RUS 1000 ETF	117.26K	SH	$39.82M 5.56%	117.26K
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	422.44K	SH	$38.07M 5.32%	422.44K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	130.88K	SH	$36.24M 5.06%	130.88K
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	368.04K	SH	$33.45M 4.67%	368.04K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	395.78K	SH	$31.46M 4.39%	395.78K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	350.56K	SH	$29.07M 4.06%	350.56K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.08M	SH	$28.74M 4.01%	1.08M
VANGUARD INDEX FDSSOLE	MID CAP ETF	88.83K	SH	$24.86M 3.47%	88.83K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE BOND ETF	878.10K	SH	$23.09M 3.23%	878.10K
SPDR SERIES TRUSTSOLE	S&P 600 SMCP VAL	254.11K	SH	$20.27M 2.83%	254.11K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	145.35K	SH	$19.59M 2.74%	145.35K
FIRST TR EXCHANGE TRADED FDSOLE	NASDAQ CYB ETF	228.30K	SH	$17.25M 2.41%	228.30K
FIRST TR EXCHANGE-TRADED FDSOLE	FST LOW OPPT EFT	341.22K	SH	$16.81M 2.35%	341.22K
ISHARES TRSOLE	CORE S&P MCP ETF	229.29K	SH	$14.22M 1.99%	229.29K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	485.49K	SH	$14.22M 1.99%	485.49K
SELECT SECTOR SPDR TRSOLE	RL EST SEL SEC	277.35K	SH	$11.49M 1.60%	277.35K
ELI LILLY & COSOLE	COM	13.38K	SH	$10.43M 1.46%	13.38K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	378.80K	SH	$9.58M 1.34%	378.80K
DELTA AIR LINES INC DELSOLE	COM NEW	136.70K	SH	$6.72M 0.94%	136.70K
APPLE INCSOLE	COM	32.42K	SH	$6.65M 0.93%	32.42K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	125.48K	SH	$6.36M 0.89%	125.48K
AMAZON COM INCSOLE	COM	27.69K	SH	$6.07M 0.85%	27.69K

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