Filed: 11/12/2025ACC: 0002095589-25-000002
📋 What this filing means
AMERICAN WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 134 equity positions with a total reported market value of $101.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
134
Positions
$101.10M
Total AUM (reported)
727.67K
Total Shares
Allocation by class
CORE S&P500 ETF$26.60M26.3%
S&P 500 GRWT ETF$15.48M15.3%
S&P 500 VAL ETF$11.57M11.4%
1 3 YR TREAS BD$6.46M6.4%
0-5 YR TIPS ETF$3.91M3.9%
COM$3.84M3.8%
TOTAL STK MKT$3.60M3.6%
Portfolio Concentration
Top 3$53.64M53.1%
4–10$23.75M23.5%
11–25$14.40M14.2%
Rest$9.30M9.2%
Top 3 weight
53.1%
Top 10 weight
76.6%
Voting Authority Distribution
Total shares with voting rights: 727.67K
Sole
Full voting authority
727.67K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole134
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings134
Rows:
ISHARES TR
SOLEShares39.74K
TypeSH
Market value$26.60M
26.31%
Sole
39.74K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares128.22K
TypeSH
Market value$15.48M
15.31%
Sole
128.22K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares56.02K
TypeSH
Market value$11.57M
11.44%
Sole
56.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares77.91K
TypeSH
Market value$6.46M
6.39%
Sole
77.91K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares37.86K
TypeSH
Market value$3.91M
3.87%
Sole
37.86K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares10.96K
TypeSH
Market value$3.60M
3.56%
Sole
10.96K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares79.57K
TypeSH
Market value$3.45M
3.41%
Sole
79.57K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.52K
TypeSH
Market value$2.30M
2.28%
Sole
9.52K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares40.92K
TypeSH
Market value$2.08M
2.06%
Sole
40.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.72K
TypeSH
Market value$1.95M
1.93%
Sole
13.72K
Shared
0.00
None
0.00
SPDR DOW JONES INDL AVERAGE
SOLEShares4.16K
TypeSH
Market value$1.93M
1.91%
Sole
4.16K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.26K
TypeSH
Market value$1.88M
1.86%
Sole
13.26K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares24.82K
TypeSH
Market value$1.62M
1.60%
Sole
24.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.20K
TypeSH
Market value$1.58M
1.56%
Sole
32.20K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.96K
TypeSH
Market value$1.06M
1.05%
Sole
9.96K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.72K
TypeSH
Market value$938.7K
0.93%
Sole
9.72K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.10K
TypeSH
Market value$747.1K
0.74%
Sole
6.10K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.18K
TypeSH
Market value$697.4K
0.69%
Sole
2.18K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.85K
TypeSH
Market value$665.2K
0.66%
Sole
6.85K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.38K
TypeSH
Market value$597.8K
0.59%
Sole
3.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.60K
TypeSH
Market value$596.9K
0.59%
Sole
4.60K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.43K
TypeSH
Market value$584.0K
0.58%
Sole
11.43K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares3.60K
TypeSH
Market value$520.3K
0.51%
Sole
3.60K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares4.42K
TypeSH
Market value$498.8K
0.49%
Sole
4.42K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.03K
TypeSH
Market value$478.8K
0.47%
Sole
7.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 39.74K | SH | $26.60M 26.31% | 39.74K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 128.22K | SH | $15.48M 15.31% | 128.22K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 56.02K | SH | $11.57M 11.44% | 56.02K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 77.91K | SH | $6.46M 6.39% | 77.91K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 37.86K | SH | $3.91M 3.87% | 37.86K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.96K | SH | $3.60M 3.56% | 10.96K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5YR HI YL CP | 79.57K | SH | $3.45M 3.41% | 79.57K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 9.52K | SH | $2.30M 2.28% | 9.52K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5YR INVT GR CP | 40.92K | SH | $2.08M 2.06% | 40.92K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 13.72K | SH | $1.95M 1.93% | 13.72K | 0.00 | 0.00 |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 4.16K | SH | $1.93M 1.91% | 4.16K | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 13.26K | SH | $1.88M 1.86% | 13.26K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 24.82K | SH | $1.62M 1.60% | 24.82K | 0.00 | 0.00 |
ISHARES TRSOLE | NORTH AMERN NAT | 32.20K | SH | $1.58M 1.56% | 32.20K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 9.96K | SH | $1.06M 1.05% | 9.96K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 9.72K | SH | $938.7K 0.93% | 9.72K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 6.10K | SH | $747.1K 0.74% | 6.10K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 GRW ETF | 2.18K | SH | $697.4K 0.69% | 2.18K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. REAL ES ETF | 6.85K | SH | $665.2K 0.66% | 6.85K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 VAL ETF | 3.38K | SH | $597.8K 0.59% | 3.38K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P MC 400VL ETF | 4.60K | SH | $596.9K 0.59% | 4.60K | 0.00 | 0.00 |
ISHARES TRSOLE | FLTG RATE NT ETF | 11.43K | SH | $584.0K 0.58% | 11.43K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 3.60K | SH | $520.3K 0.51% | 3.60K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 4.42K | SH | $498.8K 0.49% | 4.42K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 7.03K | SH | $478.8K 0.47% | 7.03K | 0.00 | 0.00 |
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