AMERICAN FINANCIAL ADVISORS, LLC

Filed: 10/27/2025ACC: 0002085853-25-000169

📋 What this filing means

AMERICAN FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 158 equity positions with a total reported market value of $776.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

158

Positions

$776.29M

Total AUM (reported)

9.29M

Total Shares

Allocation by class

UNIT SER 1$80.29M10.3%

COM$51.47M6.6%

CL B NEW$41.94M5.4%

RUS 1000 ETF$41.84M5.4%

INTL DVD ETF$41.64M5.4%

DIV APP ETF$39.79M5.1%

US DIVIDEND EQ$38.14M4.9%

Portfolio Concentration

Top 3$164.08M21.1%

4–10$260.09M33.5%

11–25$220.47M28.4%

Rest$131.66M17.0%

Top 3 weight

21.1%

Top 10 weight

54.6%

Voting Authority Distribution

Total shares with voting rights: 9.29M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.29M

% of voting shares100.0%

Investment Discretion (by position count)

Sole158

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings158

Rows:

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares133.74K

TypeSH

Market value$80.29M

10.34%

Sole

0.00

Shared

0.00

None

133.74K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares83.43K

TypeSH

Market value$41.94M

5.40%

Sole

0.00

Shared

0.00

None

83.43K

ISHARES TR

SOLE

RUS 1000 ETF

Shares114.49K

TypeSH

Market value$41.84M

5.39%

Sole

0.00

Shared

0.00

None

114.49K

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares464.90K

TypeSH

Market value$41.64M

5.36%

Sole

0.00

Shared

0.00

None

464.90K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares184.39K

TypeSH

Market value$39.79M

5.13%

Sole

0.00

Shared

0.00

None

184.39K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.40M

TypeSH

Market value$38.14M

4.91%

Sole

0.00

Shared

0.00

None

1.40M

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares127.63K

TypeSH

Market value$37.99M

4.89%

Sole

0.00

Shared

0.00

None

127.63K

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares378.33K

TypeSH

Market value$35.43M

4.56%

Sole

0.00

Shared

0.00

None

378.33K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares403.46K

TypeSH

Market value$33.94M

4.37%

Sole

0.00

Shared

0.00

None

403.46K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares415.04K

TypeSH

Market value$33.17M

4.27%

Sole

0.00

Shared

0.00

None

415.04K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares85.15K

TypeSH

Market value$25.01M

3.22%

Sole

0.00

Shared

0.00

None

85.15K

SPDR SERIES TRUST

SOLE

S&P 600 SMCP VAL

Shares267K

TypeSH

Market value$23.67M

3.05%

Sole

0.00

Shared

0.00

None

267K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares165K

TypeSH

Market value$22.96M

2.96%

Sole

0.00

Shared

0.00

None

165K

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE BOND ETF

Shares714K

TypeSH

Market value$18.98M

2.44%

Sole

0.00

Shared

0.00

None

714K

FIRST TR EXCHANGE-TRADED FD

SOLE

FST LOW OPPT EFT

Shares337.45K

TypeSH

Market value$16.80M

2.16%

Sole

0.00

Shared

0.00

None

337.45K

FIRST TR EXCHANGE TRADED FD

SOLE

NASDAQ CYB ETF

Shares211.21K

TypeSH

Market value$16.05M

2.07%

Sole

0.00

Shared

0.00

None

211.21K

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares523.77K

TypeSH

Market value$15.57M

2.01%

Sole

0.00

Shared

0.00

None

523.77K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares216.22K

TypeSH

Market value$14.11M

1.82%

Sole

0.00

Shared

0.00

None

216.22K

J P MORGAN EXCHANGE TRADED F

SOLE

INCOME ETF

Shares257.28K

TypeSH

Market value$11.94M

1.54%

Sole

0.00

Shared

0.00

None

257.28K

SELECT SECTOR SPDR TR

SOLE

RL EST SEL SEC

Shares253.48K

TypeSH

Market value$10.68M

1.38%

Sole

0.00

Shared

0.00

None

253.48K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares372.01K

TypeSH

Market value$10.38M

1.34%

Sole

0.00

Shared

0.00

None

372.01K

ELI LILLY & CO

SOLE

COM

Shares13.06K

TypeSH

Market value$9.96M

1.28%

Sole

0.00

Shared

0.00

None

13.06K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares170.24K

TypeSH

Market value$8.64M

1.11%

Sole

0.00

Shared

0.00

None

170.24K

APPLE INC

SOLE

COM

Shares31.56K

TypeSH

Market value$8.04M

1.04%

Sole

0.00

Shared

0.00

None

31.56K

DELTA AIR LINES INC DEL

SOLE

COM NEW

Shares135.15K

TypeSH

Market value$7.67M

0.99%

Sole

0.00

Shared

0.00

None

135.15K

Issuer	Class	Shares	Type	Value / Portfolio %	None
INVESCO QQQ TRSOLE	UNIT SER 1	133.74K	SH	$80.29M 10.34%	133.74K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	83.43K	SH	$41.94M 5.40%	83.43K
ISHARES TRSOLE	RUS 1000 ETF	114.49K	SH	$41.84M 5.39%	114.49K
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	464.90K	SH	$41.64M 5.36%	464.90K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	184.39K	SH	$39.79M 5.13%	184.39K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.40M	SH	$38.14M 4.91%	1.40M
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	127.63K	SH	$37.99M 4.89%	127.63K
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	378.33K	SH	$35.43M 4.56%	378.33K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	403.46K	SH	$33.94M 4.37%	403.46K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	415.04K	SH	$33.17M 4.27%	415.04K
VANGUARD INDEX FDSSOLE	MID CAP ETF	85.15K	SH	$25.01M 3.22%	85.15K
SPDR SERIES TRUSTSOLE	S&P 600 SMCP VAL	267K	SH	$23.67M 3.05%	267K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	165K	SH	$22.96M 2.96%	165K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE BOND ETF	714K	SH	$18.98M 2.44%	714K
FIRST TR EXCHANGE-TRADED FDSOLE	FST LOW OPPT EFT	337.45K	SH	$16.80M 2.16%	337.45K
FIRST TR EXCHANGE TRADED FDSOLE	NASDAQ CYB ETF	211.21K	SH	$16.05M 2.07%	211.21K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	523.77K	SH	$15.57M 2.01%	523.77K
ISHARES TRSOLE	CORE S&P MCP ETF	216.22K	SH	$14.11M 1.82%	216.22K
J P MORGAN EXCHANGE TRADED FSOLE	INCOME ETF	257.28K	SH	$11.94M 1.54%	257.28K
SELECT SECTOR SPDR TRSOLE	RL EST SEL SEC	253.48K	SH	$10.68M 1.38%	253.48K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	372.01K	SH	$10.38M 1.34%	372.01K
ELI LILLY & COSOLE	COM	13.06K	SH	$9.96M 1.28%	13.06K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	170.24K	SH	$8.64M 1.11%	170.24K
APPLE INCSOLE	COM	31.56K	SH	$8.04M 1.04%	31.56K
DELTA AIR LINES INC DELSOLE	COM NEW	135.15K	SH	$7.67M 0.99%	135.15K

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