Institutional Fund
American Wealth Advisors, LLC
Johns Creek, GACIK 20955893 filings on record
Portfolio Value
$95.96M
Q1 2026
Holdings
41
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-5.8%
from $101.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr25.6%
- Ishares Tr14.6%
- Ishares Tr12.5%
- Ishares Tr6.4%
- Ishares Tr3.9%
- Vanguard Index Fds3.9%
- Other33.1%
Portfolio Holdings
41 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 37.6K | $24.57M | 25.6% | −1.1K | Reduced |
| 2 | Ishares Tr | 123.7K | $13.99M | 14.6% | −3.3K | Reduced |
| 3 | Ishares Tr | 57.0K | $12.03M | 12.5% | +832 | Added |
| 4 | Ishares Tr | 74.2K | $6.13M | 6.4% | −1.0K | Reduced |
| 5 | Ishares Tr | 36.4K | $3.76M | 3.9% | −1.6K | Reduced |
| 6 | Vanguard Index Fds | 11.6K | $3.73M | 3.9% | +501 | Added |
| 7 | Ishares Tr | 84.2K | $3.56M | 3.7% | +1.9K | Added |
| 8 | Ishares Tr | 18.1K | $2.73M | 2.8% | +4.6K | Added |
| 9 | Ishares Tr | 9.4K | $2.34M | 2.4% | +17 | Added |
| 10 | Ishares Tr | 42.2K | $2.13M | 2.2% | −71 | Reduced |
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