American Wealth Advisors, LLC
CIK 2095589 · Holdings on Jun 30, 2026 · First reported Aug 7, 2026
Top ten holdings
Q2 2026- IVV26.31%
- IVW15.96%
- IVE12.12%
- SHY5.63%
- VTI4.07%
- STIP3.48%
- SHYG3.40%
- DVY2.77%
- IWM2.64%
- SLQD2.01%
Share classes counted separately78.39%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVWWeight increased · +1.38 pp14.58% → 15.96%Shares -68 (-0.05%)
- SHYWeight decreased · -0.75 pp6.38% → 5.63%Shares -1.07K (-1.45%)
- IVVWeight increased · +0.71 pp25.60% → 26.31%Shares -178 (-0.47%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $28.03M | 26.31% | 37.44K shares | 25.60% → 26.31%+0.71 pp -178 (-0.47%) | Reduced | ▾ |
| 02 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $17.01M | 15.96% | 123.65K shares | 14.58% → 15.96%+1.38 pp -68 (-0.05%) | Reduced | ▾ |
| 03 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $12.91M | 12.12% | 56.87K shares | 12.53% → 12.12%-0.41 pp -88 (-0.15%) | Reduced | ▾ |
| 04 | SHYISHARES 1-3 YEAR TREASURY BO1 3 YR TREAS BD View history and evidence | $6.00M | 5.63% | 73.11K shares | 6.38% → 5.63%-0.75 pp -1.07K (-1.45%) | Reduced | ▾ |
| 05 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $4.33M | 4.07% | 11.71K shares | 3.89% → 4.07%+0.18 pp +68 (+0.58%) | Added | ▾ |
| 06 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $3.71M | 3.48% | 36.33K shares | 3.92% → 3.48%-0.44 pp -55 (-0.15%) | Reduced | ▾ |
| 07 | SHYGISHARES 0-5 YR HY CORP BOND0-5YR HI YL CP View history and evidence | $3.62M | 3.40% | 85.46K shares | 3.71% → 3.40%-0.31 pp +1.27K (+1.51%) | Added | ▾ |
| 08 | DVYISHARES SELECT DIVIDEND ETFSELECT DIVID ETF View history and evidence | $2.95M | 2.77% | 18.91K shares | 2.85% → 2.77%-0.08 pp +849 (+4.70%) | Added | ▾ |
| 09 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $2.81M | 2.64% | 9.37K shares | 2.44% → 2.64%+0.20 pp -68 (-0.72%) | Reduced | ▾ |
| 10 | SLQDISHARES 0-5 YR INV GRD CORP0-5YR INVT GR CP View history and evidence | $2.14M | 2.01% | 42.47K shares | 2.22% → 2.01%-0.21 pp +256 (+0.61%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2095589 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 106566698
}Research all 42 reported holdings.
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