AMERICAN FINANCIAL ADVISORS, LLC

Filed: 5/13/2026ACC: 0002085853-26-000589

📋 What this filing means

AMERICAN FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 159 equity positions with a total reported market value of $749.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

159

Positions

$749.50M

Total AUM (reported)

9.03M

Total Shares

Allocation by class

UNIT SER 1$73.83M9.9%

COM$51.08M6.8%

US DIVIDEND EQ$42.19M5.6%

INTL DVD ETF$40.09M5.3%

RUS 1000 ETF$38.63M5.2%

CL B NEW$37.87M5.1%

DIV APP ETF$37.22M5.0%

Portfolio Concentration

Top 3$156.11M20.8%

4–10$251.35M33.5%

11–25$218.70M29.2%

Rest$123.35M16.5%

Top 3 weight

20.8%

Top 10 weight

54.4%

Voting Authority Distribution

Total shares with voting rights: 9.03M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.03M

% of voting shares100.0%

Investment Discretion (by position count)

Sole159

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings159

Rows:

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares127.91K

TypeSH

Market value$73.83M

9.85%

Sole

0.00

Shared

0.00

None

127.91K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.38M

TypeSH

Market value$42.19M

5.63%

Sole

0.00

Shared

0.00

None

1.38M

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares453.23K

TypeSH

Market value$40.09M

5.35%

Sole

0.00

Shared

0.00

None

453.23K

ISHARES TR

SOLE

RUS 1000 ETF

Shares108.33K

TypeSH

Market value$38.63M

5.15%

Sole

0.00

Shared

0.00

None

108.33K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares79.03K

TypeSH

Market value$37.87M

5.05%

Sole

0.00

Shared

0.00

None

79.03K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares173.08K

TypeSH

Market value$37.22M

4.97%

Sole

0.00

Shared

0.00

None

173.08K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares117.71K

TypeSH

Market value$35.58M

4.75%

Sole

0.00

Shared

0.00

None

117.71K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares415.60K

TypeSH

Market value$34.39M

4.59%

Sole

0.00

Shared

0.00

None

415.60K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares431.21K

TypeSH

Market value$34.18M

4.56%

Sole

0.00

Shared

0.00

None

431.21K

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares360.93K

TypeSH

Market value$33.48M

4.47%

Sole

0.00

Shared

0.00

None

360.93K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares82.97K

TypeSH

Market value$23.83M

3.18%

Sole

0.00

Shared

0.00

None

82.97K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares249.71K

TypeSH

Market value$23.62M

3.15%

Sole

0.00

Shared

0.00

None

249.71K

SELECT SECTOR SPDR TR

SOLE

STATE STREET HEA

Shares160.50K

TypeSH

Market value$23.53M

3.14%

Sole

0.00

Shared

0.00

None

160.50K

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE BOND ETF

Shares691.50K

TypeSH

Market value$18.16M

2.42%

Sole

0.00

Shared

0.00

None

691.50K

FIRST TR EXCHANGE-TRADED FD

SOLE

FST LOW OPPT EFT

Shares343.76K

TypeSH

Market value$17.12M

2.28%

Sole

0.00

Shared

0.00

None

343.76K

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares493.74K

TypeSH

Market value$14.18M

1.89%

Sole

0.00

Shared

0.00

None

493.74K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares204.69K

TypeSH

Market value$13.82M

1.84%

Sole

0.00

Shared

0.00

None

204.69K

FIRST TR EXCHANGE-TRADED FD

SOLE

NASDAQ CYB ETF

Shares200.39K

TypeSH

Market value$12.56M

1.68%

Sole

0.00

Shared

0.00

None

200.39K

J P MORGAN EXCHANGE TRADED F

SOLE

INCOME ETF

Shares261.28K

TypeSH

Market value$12.04M

1.61%

Sole

0.00

Shared

0.00

None

261.28K

ELI LILLY & CO

SOLE

COM

Shares12.69K

TypeSH

Market value$11.67M

1.56%

Sole

0.00

Shared

0.00

None

12.69K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares389.67K

TypeSH

Market value$11.33M

1.51%

Sole

0.00

Shared

0.00

None

389.67K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares213.54K

TypeSH

Market value$10.81M

1.44%

Sole

0.00

Shared

0.00

None

213.54K

SELECT SECTOR SPDR TR

SOLE

STATE STREET REA

Shares238.72K

TypeSH

Market value$9.75M

1.30%

Sole

0.00

Shared

0.00

None

238.72K

DELTA AIR LINES INC

SOLE

COM NEW

Shares132.25K

TypeSH

Market value$8.79M

1.17%

Sole

0.00

Shared

0.00

None

132.25K

APPLE INC

SOLE

COM

Shares29.53K

TypeSH

Market value$7.49M

1.00%

Sole

0.00

Shared

0.00

None

29.53K

Issuer	Class	Shares	Type	Value / Portfolio %	None
INVESCO QQQ TRSOLE	UNIT SER 1	127.91K	SH	$73.83M 9.85%	127.91K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.38M	SH	$42.19M 5.63%	1.38M
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	453.23K	SH	$40.09M 5.35%	453.23K
ISHARES TRSOLE	RUS 1000 ETF	108.33K	SH	$38.63M 5.15%	108.33K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	79.03K	SH	$37.87M 5.05%	79.03K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	173.08K	SH	$37.22M 4.97%	173.08K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	117.71K	SH	$35.58M 4.75%	117.71K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	415.60K	SH	$34.39M 4.59%	415.60K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	431.21K	SH	$34.18M 4.56%	431.21K
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	360.93K	SH	$33.48M 4.47%	360.93K
VANGUARD INDEX FDSSOLE	MID CAP ETF	82.97K	SH	$23.83M 3.18%	82.97K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	249.71K	SH	$23.62M 3.15%	249.71K
SELECT SECTOR SPDR TRSOLE	STATE STREET HEA	160.50K	SH	$23.53M 3.14%	160.50K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE BOND ETF	691.50K	SH	$18.16M 2.42%	691.50K
FIRST TR EXCHANGE-TRADED FDSOLE	FST LOW OPPT EFT	343.76K	SH	$17.12M 2.28%	343.76K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	493.74K	SH	$14.18M 1.89%	493.74K
ISHARES TRSOLE	CORE S&P MCP ETF	204.69K	SH	$13.82M 1.84%	204.69K
FIRST TR EXCHANGE-TRADED FDSOLE	NASDAQ CYB ETF	200.39K	SH	$12.56M 1.68%	200.39K
J P MORGAN EXCHANGE TRADED FSOLE	INCOME ETF	261.28K	SH	$12.04M 1.61%	261.28K
ELI LILLY & COSOLE	COM	12.69K	SH	$11.67M 1.56%	12.69K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	389.67K	SH	$11.33M 1.51%	389.67K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	213.54K	SH	$10.81M 1.44%	213.54K
SELECT SECTOR SPDR TRSOLE	STATE STREET REA	238.72K	SH	$9.75M 1.30%	238.72K
DELTA AIR LINES INCSOLE	COM NEW	132.25K	SH	$8.79M 1.17%	132.25K
APPLE INCSOLE	COM	29.53K	SH	$7.49M 1.00%	29.53K

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