2026 Q1 Portfolio Activity
In 2026 Q1, American Financial Advisors, LLC maintained a portfolio of 166 distinct positions. The most significant new addition was SPDR GOLD TR, now representing 0.04% of the total fund value. They heavily accumulated shares in J P MORGAN EXCHANGE TRADED F, increasing the position by 12.8%.
Position History
hover any row below to update
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Total Positions
166
Quarter
2026 Q1
Top Holding
QQQ (9.9%)
Top 10 Concentration
54.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 166
American Financial Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
QQQ
INVESCO QQQ TR
|
ETF | 9.85% | 10.28% |
#1
Prev: #1
|
6.4 |
—
|
-1,745 | -1.3% |
P
S
|
127,911 | $73,827,796 |
$251.85
+184.9%
|
2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 5.63% | 5.00% |
#2
4
Prev: #6
|
4.3 |
—
|
-36,884 | -2.6% |
P
S
|
1,375,154 | $42,189,733 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 5.35% | 5.39% |
#3
1
Prev: #2
|
3.6 |
—
|
-3,012 | -0.7% |
P
S
|
453,226 | $40,092,363 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWB
ISHARES TR
|
ETF | 5.15% | 5.35% |
#4
1
Prev: #3
|
3.1 |
—
|
-2,651 | -2.4% |
P
S
|
108,328 | $38,625,330 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 5.05% | 5.20% |
#5
1
Prev: #4
|
3.0 |
—
|
-1,136 | -1.4% |
P
S
|
79,025 | $37,868,812 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 4.97% | 5.04% |
#6
1
Prev: #5
|
2.5 |
—
|
-4,410 | -2.5% |
P
S
|
173,077 | $37,221,885 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 4.75% | 4.72% |
#7
Prev: #7
|
2.4 |
—
|
-3,232 | -2.7% |
P
S
|
117,712 | $35,578,534 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 4.59% | 4.49% |
#8
Prev: #8
|
2.3 |
—
|
-78 | -0.0% |
P
S
|
415,601 | $34,390,960 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 4.56% | 4.35% |
#9
1
Prev: #10
|
2.3 |
—
|
8,520 | 2.0% |
P
S
|
431,209 | $34,181,923 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FTCS
FIRST TR EXCHAN...
|
ETF | 4.47% | 4.40% |
#10
1
Prev: #9
|
2.3 |
—
|
-7,581 | -2.1% |
P
S
|
360,931 | $33,479,953 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 3.18% | 3.13% |
#11
1
Prev: #12
|
1.8 |
—
|
-462 | -0.6% |
P
S
|
82,968 | $23,826,717 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 3.15% | 3.00% |
#12
1
Prev: #13
|
1.8 |
—
|
-5,931 | -2.3% |
P
S
|
249,707 | $23,617,316 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 3.14% | 3.28% |
#13
2
Prev: #11
|
1.8 |
—
|
-3,784 | -2.3% |
P
S
|
160,500 | $23,530,878 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CGCB
CAPITAL GRP FIX...
|
Bond/Debt | 2.42% | 2.43% |
#14
Prev: #14
|
1.5 |
—
|
-19,465 | -2.7% |
P
S
|
691,505 | $18,158,916 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LMBS
FIRST TR EXCHAN...
|
ETF | 2.28% | 2.22% |
#15
Prev: #15
|
1.4 |
—
|
-912 | -0.3% |
P
S
|
343,764 | $17,122,875 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ANGL
VANECK ETF TRUS...
|
ETF | 1.89% | 1.89% |
#16
Prev: #16
|
1.3 |
—
|
-3,990 | -0.8% |
P
S
|
493,740 | $14,180,207 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJH
ISHARES TR
|
ETF | 1.84% | 1.77% |
#17
1
Prev: #18
|
1.2 |
—
|
-3,135 | -1.5% |
P
S
|
204,689 | $13,822,658 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 1.68% | 1.84% |
#18
1
Prev: #17
|
1.2 |
—
|
357 | 0.2% |
P
S
|
200,392 | $12,560,541 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPIE
J P MORGAN EXCH...
|
ETF | 1.61% | 1.55% |
#19
1
Prev: #20
|
1.1 |
—
|
1,115 | 0.4% |
P
S
|
261,282 | $12,037,281 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.56% | 1.76% |
#20
1
Prev: #19
|
1.6 |
—
|
no change | no change |
P
S
|
12,690 | $11,672,260 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 1.51% | 1.44% |
#21
Prev: #21
|
1.1 |
—
|
-2,834 | -0.7% |
P
S
|
389,669 | $11,331,565 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 1.44% | 1.24% |
#22
2
Prev: #24
|
2.6 |
—
|
24,305 | 12.8% |
P
S
|
213,543 | $10,807,391 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 1.30% | 1.27% |
#23
1
Prev: #22
|
1.0 |
—
|
-4,532 | -1.9% |
P
S
|
238,717 | $9,746,817 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DAL
DELTA AIR LINES...
|
Industrials | 1.17% | 1.24% |
#24
1
Prev: #23
|
1.0 |
—
|
-5,740 | -4.2% |
P
S
|
132,255 | $8,792,340 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AAPL
APPLE INC
|
Technology | 1.00% | 1.09% |
#25
Prev: #25
|
0.9 |
—
|
-1,544 | -5.0% |
P
S
|
29,527 | $7,493,733 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.72% | 0.72% |
#26
1
Prev: #27
|
0.8 |
—
|
146 | 0.9% |
P
S
|
16,882 | $5,415,810 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.70% | 0.80% |
#27
1
Prev: #26
|
0.8 |
—
|
-1,748 | -6.5% |
P
S
|
25,016 | $5,210,186 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.60% | 0.66% |
#28
Prev: #28
|
0.7 |
—
|
-658 | -4.0% |
P
S
|
15,635 | $4,495,915 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IVV
ISHARES TR
|
ETF | 0.53% | 0.55% |
#29
Prev: #29
|
0.7 |
—
|
-160 | -2.6% |
P
S
|
6,099 | $3,983,793 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.49% | 0.51% |
#30
Prev: #30
|
0.7 |
—
|
-157 | -0.7% |
P
S
|
21,026 | $3,667,019 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XBI
SPDR SERIES TRU...
|
Unknown | 0.48% | 0.45% |
#31
Prev: #31
|
0.7 |
—
|
-772 | -2.7% |
P
S
|
27,972 | $3,572,902 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EFA
ISHARES TR
|
ETF | 0.42% | 0.40% |
#32
Prev: #32
|
0.7 |
—
|
-448 | -1.4% |
P
S
|
32,034 | $3,111,430 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.40% | 0.39% |
#33
Prev: #33
|
0.7 |
—
|
-365 | -0.7% |
P
S
|
55,623 | $3,006,444 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.38% | 0.36% |
#34
Prev: #34
|
0.7 |
—
|
1,704 | 4.8% |
P
S
|
36,919 | $2,825,804 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XAR
SPDR SERIES TRU...
|
ETF | 0.36% | 0.34% |
#35
1
Prev: #36
|
0.6 |
—
|
-303 | -2.8% |
P
S
|
10,593 | $2,690,413 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.35% | 0.33% |
#36
1
Prev: #37
|
0.6 |
—
|
186 | 0.2% |
P
S
|
105,196 | $2,603,611 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCZ
ISHARES TR
|
ETF | 0.33% | 0.34% |
#37
2
Prev: #35
|
0.6 |
—
|
-2,917 | -8.6% |
P
S
|
31,068 | $2,436,027 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.30% | 0.27% |
#38
1
Prev: #39
|
2.1 |
—
|
9,183 | 11.7% |
P
S
|
87,475 | $2,242,847 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.29% | 0.27% |
#39
1
Prev: #38
|
2.1 |
—
|
441 | 7.2% |
P
S
|
6,605 | $2,172,365 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.27% | 0.27% |
#40
Prev: #40
|
0.6 |
—
|
133 | 0.3% |
P
S
|
52,556 | $2,042,323 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 0.27% | 0.24% |
#41
4
Prev: #45
|
0.6 |
—
|
1,168 | 2.9% |
P
S
|
41,264 | $1,993,873 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WELL
WELLTOWER INC
|
Real Estate | 0.26% | 0.25% |
#42
Prev: #42
|
0.6 |
—
|
-598 | -5.7% |
P
S
|
9,851 | $1,947,663 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 0.25% | 0.25% |
#43
Prev: #43
|
0.6 |
—
|
273 | 1.0% |
P
S
|
27,670 | $1,889,314 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCCO
SOUTHERN COPPER...
|
Basic Materials | 0.24% | 0.19% |
#44
11
Prev: #55
|
0.6 |
—
|
99 | 0.9% |
P
S
|
10,535 | $1,812,612 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.23% | 0.24% |
#45
1
Prev: #44
|
0.6 |
—
|
-50 | -1.8% |
P
S
|
2,706 | $1,759,741 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FIXD
FIRST TR EXCHNG...
|
ETF | 0.23% | 0.23% |
#46
1
Prev: #47
|
0.6 |
—
|
-804 | -2.0% |
P
S
|
39,226 | $1,709,854 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RSPT
INVESCO EXCHANG...
|
Unknown | 0.22% | 0.22% |
#47
2
Prev: #49
|
0.6 |
—
|
-216 | -0.6% |
P
S
|
36,432 | $1,648,911 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWN
ISHARES TR
|
ETF | 0.21% | 0.20% |
#48
4
Prev: #52
|
0.6 |
—
|
-12 | -0.1% |
P
S
|
8,364 | $1,585,748 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.21% | 0.24% |
#49
3
Prev: #46
|
0.6 |
—
|
-93 | -3.3% |
P
S
|
2,753 | $1,575,168 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CGMU
CAPITAL GRP FIX...
|
ETF | 0.21% | 0.20% |
#50
3
Prev: #53
|
0.6 |
—
|
2,289 | 4.1% |
P
S
|
57,706 | $1,566,710 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 166 holdings