Filed: 1/26/2026ACC: 0002095589-26-000001
📋 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 $101.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
134
Positions
$101.83M
Total AUM (reported)
727.34K
Total Shares
Allocation by class
CORE S&P500 ETF$26.55M26.1%
S&P 500 GRWT ETF$15.65M15.4%
S&P 500 VAL ETF$11.90M11.7%
1 3 YR TREAS BD$6.23M6.1%
COM$4.05M4.0%
0-5 YR TIPS ETF$3.88M3.8%
TOTAL STK MKT$3.73M3.7%
Portfolio Concentration
Top 3$54.10M53.1%
4–10$23.78M23.4%
11–25$14.44M14.2%
Rest$9.51M9.3%
Top 3 weight
53.1%
Top 10 weight
76.5%
Voting Authority Distribution
Total shares with voting rights: 727.34K
Sole
Full voting authority
727.34K
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
SOLEShares38.76K
TypeSH
Market value$26.55M
26.08%
Sole
38.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares126.97K
TypeSH
Market value$15.65M
15.37%
Sole
126.97K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares56.12K
TypeSH
Market value$11.90M
11.68%
Sole
56.12K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares75.22K
TypeSH
Market value$6.23M
6.12%
Sole
75.22K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares37.95K
TypeSH
Market value$3.88M
3.81%
Sole
37.95K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares11.14K
TypeSH
Market value$3.73M
3.67%
Sole
11.14K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares82.28K
TypeSH
Market value$3.53M
3.46%
Sole
82.28K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.42K
TypeSH
Market value$2.32M
2.28%
Sole
9.42K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares42.28K
TypeSH
Market value$2.14M
2.11%
Sole
42.28K
Shared
0.00
None
0.00
SPDR DOW JONES INDL AVERAGE
SOLEShares4.07K
TypeSH
Market value$1.95M
1.92%
Sole
4.07K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.45K
TypeSH
Market value$1.90M
1.86%
Sole
13.45K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.46K
TypeSH
Market value$1.84M
1.81%
Sole
13.46K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.36K
TypeSH
Market value$1.62M
1.60%
Sole
32.36K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares24.36K
TypeSH
Market value$1.61M
1.58%
Sole
24.36K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.96K
TypeSH
Market value$1.06M
1.04%
Sole
9.96K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.61K
TypeSH
Market value$925.5K
0.91%
Sole
9.61K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.16K
TypeSH
Market value$748.7K
0.74%
Sole
6.16K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.15K
TypeSH
Market value$693.4K
0.68%
Sole
2.15K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.91K
TypeSH
Market value$648.3K
0.64%
Sole
6.91K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.40K
TypeSH
Market value$616.2K
0.61%
Sole
3.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.56K
TypeSH
Market value$599.9K
0.59%
Sole
4.56K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.56K
TypeSH
Market value$588.1K
0.58%
Sole
11.56K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares3.60K
TypeSH
Market value$553.0K
0.54%
Sole
3.60K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares4.43K
TypeSH
Market value$532.7K
0.52%
Sole
4.43K
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.84K
TypeSH
Market value$500.0K
0.49%
Sole
1.84K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 38.76K | SH | $26.55M 26.08% | 38.76K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 126.97K | SH | $15.65M 15.37% | 126.97K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 56.12K | SH | $11.90M 11.68% | 56.12K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 75.22K | SH | $6.23M 6.12% | 75.22K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 37.95K | SH | $3.88M 3.81% | 37.95K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.14K | SH | $3.73M 3.67% | 11.14K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5YR HI YL CP | 82.28K | SH | $3.53M 3.46% | 82.28K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 9.42K | SH | $2.32M 2.28% | 9.42K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5YR INVT GR CP | 42.28K | SH | $2.14M 2.11% | 42.28K | 0.00 | 0.00 |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 4.07K | SH | $1.95M 1.92% | 4.07K | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 13.45K | SH | $1.90M 1.86% | 13.45K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 13.46K | SH | $1.84M 1.81% | 13.46K | 0.00 | 0.00 |
ISHARES TRSOLE | NORTH AMERN NAT | 32.36K | SH | $1.62M 1.60% | 32.36K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 24.36K | SH | $1.61M 1.58% | 24.36K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 9.96K | SH | $1.06M 1.04% | 9.96K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 9.61K | SH | $925.5K 0.91% | 9.61K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 6.16K | SH | $748.7K 0.74% | 6.16K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 GRW ETF | 2.15K | SH | $693.4K 0.68% | 2.15K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. REAL ES ETF | 6.91K | SH | $648.3K 0.64% | 6.91K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 VAL ETF | 3.40K | SH | $616.2K 0.61% | 3.40K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P MC 400VL ETF | 4.56K | SH | $599.9K 0.59% | 4.56K | 0.00 | 0.00 |
ISHARES TRSOLE | FLTG RATE NT ETF | 11.56K | SH | $588.1K 0.58% | 11.56K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 3.60K | SH | $553.0K 0.54% | 3.60K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 4.43K | SH | $532.7K 0.52% | 4.43K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.84K | SH | $500.0K 0.49% | 1.84K | 0.00 | 0.00 |
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