EdgeMarket › What American Financial Advisors, Llc reported owning
What American Financial Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
749.5MPositions
159Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| QQQ INVESCO QQQ TRUST, SERIES 1 | 73.8M | 9.9% | 127.9K | 713.44 | +26.1% |
| SCHD Schwab US Dividend Equity ETF | 42.2M | 5.6% | 1.4M | 35.11 | +27.6% |
| VIGI Vanguard International Dividend Appreciation E | 40.1M | 5.3% | 453.2K | 98.61 | +9.6% |
| IWB iShares Russell 1000 ETF | 38.6M | 5.2% | 108.3K | 419.69 | +19.8% |
| unmapped CUSIP 084670702 | 37.9M | 5.1% | 79.0K | — | — |
| VIG Vanguard Div Appreciation ETF | 37.2M | 5.0% | 173.1K | 243.91 | +16.2% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 35.6M | 4.7% | 117.7K | 358.65 | +26.5% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 34.4M | 4.6% | 415.6K | 81.05 | -2.5% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 34.2M | 4.6% | 431.2K | 78.59 | -1.3% |
| FTCS First Trust Capital Strength ETF | 33.5M | 4.5% | 360.9K | 101.52 | +8.5% |
| VO Vanguard Morningstar Mid-Cap ETF | 23.8M | 3.2% | 83.0K | 82.97 | +15.9% |
| SLYV State Street SPDR S&P 600 Small Cap Value ETF | 23.6M | 3.2% | 249.7K | 110.42 | +30.5% |
| XLV State Street Health Care Select Sector SPDR ET | 23.5M | 3.1% | 160.5K | 174.62 | +27.0% |
| CGCB Capital Group Core Bond ETF | 18.2M | 2.4% | 691.5K | 25.84 | -2.0% |
| LMBS First Trust Low Duration Opportunities ETF | 17.1M | 2.3% | 343.8K | 49.53 | -0.0% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 14.2M | 1.9% | 493.7K | 29.00 | -0.6% |
| IJH iShares Core S&P Mid-Cap ETF | 13.8M | 1.8% | 204.7K | 76.77 | +20.8% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 12.6M | 1.7% | 200.4K | 94.85 | +31.9% |
| JPIE JPMorgan Income ETF | 12.0M | 1.6% | 261.3K | 45.85 | -1.1% |
| LLY ELI LILLY & Co | 11.7M | 1.6% | 12.7K | 1,255.40 | +78.0% |
| SCHA Schwab U.S. Small-Cap ETF | 11.3M | 1.5% | 389.7K | 34.83 | +32.4% |
| JPST JPMorgan Ultra-Short Income ETF | 10.8M | 1.4% | 213.5K | 50.53 | -0.3% |
| XLRE State Street Real Estate Select Sector SPDR ET | 9.7M | 1.3% | 238.7K | 45.08 | +7.8% |
| DAL DELTA AIR LINES, INC. | 8.8M | 1.2% | 132.3K | 82.41 | +39.6% |
| AAPL Apple Inc. | 7.5M | 1.0% | 29.5K | 309.35 | +36.9% |
| VTI Vanguard Morningstar Total Stock Market ETF | 5.4M | 0.7% | 16.9K | 378.24 | +20.5% |
| AMZN AMAZON COM INC | 5.2M | 0.7% | 25.0K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 4.5M | 0.6% | 15.6K | 344.82 | +73.0% |
| IVV iShares Core S&P 500 ETF | 4.0M | 0.5% | 6.1K | 769.31 | +20.0% |
| NVDA NVIDIA CORP | 3.7M | 0.5% | 21.0K | 214.72 | +22.4% |
| XBI State Street SPDR S&P Biotech ETF | 3.6M | 0.5% | 28.0K | 165.73 | +85.8% |
| EFA iShares MSCI EAFE ETF | 3.1M | 0.4% | 32.0K | 108.24 | +17.1% |
| VWO Vanguard FTSE Emerging Markets ETF | 3.0M | 0.4% | 55.6K | 60.45 | +17.7% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 2.8M | 0.4% | 36.9K | 90.13 | +20.1% |
| XAR State Street SPDR S&P Aerospace & Defense ETF | 2.7M | 0.4% | 10.6K | 272.74 | +28.6% |
| SCHF Schwab International Equity ETF | 2.6M | 0.3% | 105.2K | 28.46 | +24.7% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 2.4M | 0.3% | 31.1K | 86.60 | +14.8% |
| SCHX Schwab U.S. Large-Cap ETF | 2.2M | 0.3% | 87.5K | 30.21 | +19.6% |
| HD HOME DEPOT, INC. | 2.2M | 0.3% | 6.6K | 335.61 | -16.5% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 2.0M | 0.3% | 52.6K | 45.61 | +22.8% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 2.0M | 0.3% | 41.3K | 57.28 | +28.7% |
| WELL WELLTOWER INC. | 1.9M | 0.3% | 9.9K | 239.22 | +44.1% |
| RDVY First Trust Rising Dividend Achievers ETF | 1.9M | 0.3% | 27.7K | 81.95 | +26.6% |
| SCCO SOUTHERN COPPER CORP/ | 1.8M | 0.2% | 10.5K | 216.00 | +130.5% |
| SPY SPDR S&P 500 ETF TRUST | 1.8M | 0.2% | 2.7K | 765.72 | +20.0% |
| FIXD First Trust Smith Opportunistic Fixed Income E | 1.7M | 0.2% | 39.2K | 42.75 | -2.7% |
| RSPT Invesco S&P 500 Equal Weight Technology ETF | 1.6M | 0.2% | 36.4K | 64.02 | +56.4% |
| IWN iShares Russell 2000 Value ETF | 1.6M | 0.2% | 8.4K | 224.81 | +35.2% |
| META Meta Platforms, Inc. | 1.6M | 0.2% | 2.8K | 549.90 | -26.5% |
| CGMU Capital Group Municipal Income ETF | 1.6M | 0.2% | 57.7K | 27.09 | +1.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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