Institutional Fund
American Financial Advisors, LLC
Marietta, GACIK 17678985 filings on record
Portfolio Value
$749.50M
Q1 2026
Holdings
159
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-3.3%
from $774.71M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr9.9%
- Schwab Strategic Tr5.6%
- Vanguard Whitehall Fds5.3%
- Ishares Tr5.2%
- Berkshire Hathaway Inc Del5.1%
- Vanguard Specialized Funds5.0%
- Other64.0%
Portfolio Holdings
159 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 127.9K | $73.83M | 9.9% | −1.7K | Reduced |
| 2 | Schwab Strategic Tr | 1.38M | $42.19M | 5.6% | −36.9K | Reduced |
| 3 | Vanguard Whitehall Fds | 453.2K | $40.09M | 5.3% | −3.0K | Reduced |
| 4 | Ishares Tr | 108.3K | $38.63M | 5.2% | −2.7K | Reduced |
| 5 | Berkshire Hathaway Inc Del | 79.0K | $37.87M | 5.1% | −1.1K | Reduced |
| 6 | Vanguard Specialized Funds | 173.1K | $37.22M | 5.0% | −4.4K | Reduced |
| 7 | Vanguard Index Fds | 117.7K | $35.58M | 4.7% | −3.2K | Reduced |
| 8 | Vanguard Scottsdale Fds | 415.6K | $34.39M | 4.6% | −78 | Reduced |
| 9 | Vanguard Scottsdale Fds | 431.2K | $34.18M | 4.6% | +8.5K | Added |
| 10 | First Tr Exchange-Traded Fd | 360.9K | $33.48M | 4.5% | −7.6K | Reduced |
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