Data as of Q4 2025 (Dec 31, 2025)

American Wealth Advisors, LLC

•CIK: 2095589•Filing: Q4 2025

**American Wealth Advisors, LLC** manages $102M across a diversified portfolio of 133 positions. The strategy shows a significant allocation to broad market indices, led by IVV ($26.6M) and IVW ($15.7M). Notable holdings also include fixed income exposure via SHY ($6.2M) and IVE ($11.9M). The top ten positions account for approximately 38% of the reported assets under management.

Total AUM
$101.8M
QoQ Performance
+0.7%
Positions
74
Top 10 Concentration
76.5%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
IVW
IVE
SHY
IVV26.1%
IVW15.4%
IVE11.7%
SHY6.1%
STIP3.8%
VTI3.7%
SHYG3.5%
IWM2.3%

📈 Biggest Buys

SHYG
ISHARES TR
+3.4%
3.5% of portfolio
SLQD
ISHARES TR
+3.3%
2.1% of portfolio
VTI
VANGUARD INDEX FDS
+1.7%
3.7% of portfolio
DVY
ISHARES TR
+1.5%
1.9% of portfolio
IVE
ISHARES TR
+0.2%
11.7% of portfolio

📉 Biggest Sells

IVV
ISHARES TR
-2.5%
26.1% of portfolio
SHY
ISHARES TR
-3.4%
6.1% of portfolio
IVW
ISHARES TR
-1.0%
15.4% of portfolio
DON
SPDR DOW JONES INDL AVERAGE
-2.4%
1.9% of portfolio
IWP
ISHARES TR
-1.9%
1.8% of portfolio

Sector Breakdown

Other70.2%
ETF26.2%
Technology1.6%
Financial0.5%
Energy0.5%
Consumer0.5%
Healthcare0.4%
Consumer Staples0.0%

Changes from Q3 2025

↑63 increased
↓17 decreased

Historical Filings

Q4 2025Q3 2025

📌 Top Holdings

IVV26.1%
ISHARES TR
$26.6M
IVW15.4%
ISHARES TR
$15.7M
IVE11.7%
ISHARES TR
$11.9M
SHY6.1%
ISHARES TR
$6.2M
STIP3.8%
ISHARES TR
$3.9M

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