Institutions / American Wealth Advisors, LLC
American Wealth Advisors, LLC
CIK 2095589 · Institution · as of Jun 30, 2026
Portfolio value
$106.57M
Positions
42
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$106.57M+4.6%Positions
42-68.7%Top holdings
Jun 30, 2026View all 42 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $28.03M | 26.3% |
| iShares Tr | $17.01M | 16.0% |
| iShares Tr | $12.91M | 12.1% |
| iShares Tr | $6.00M | 5.6% |
| Vanguard Index Fds | $4.33M | 4.1% |
| iShares MSCI UAE ETF | $3.71M | 3.5% |
| iShares Tr | $3.62M | 3.4% |
| iShares Tr | $2.95M | 2.8% |
| iShares Tr | $2.81M | 2.6% |
| iShares Tr | $2.14M | 2.0% |
| State Str SPDR Dow Jones Ind | $2.12M | 2.0% |
| iShares Tr | $1.90M | 1.8% |
| iShares Tr | $1.83M | 1.7% |
| iShares Tr | $1.79M | 1.7% |
| iShares Tr | $1.10M | 1.0% |
| iShares MSCI UAE ETF | $1.06M | 1.0% |
| iShares Tr | $850.9K | 0.8% |
| iShares Tr | $845.9K | 0.8% |
| iShares Tr | $752.8K | 0.7% |
| Cisco Systems, Inc. | $725.1K | 0.7% |
| iShares Tr | $670.3K | 0.6% |
| iShares MSCI UAE ETF | $654.2K | 0.6% |
| Exxon Mobil Corp | $605.7K | 0.6% |
| iShares Tr | $571.2K | 0.5% |
| Invesco Qqq Tr | $561.7K | 0.5% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 464287200 | $-990.8K | -1K -3.41% | 37,435 26.31% of portfolio | low |
| Q2 2026 as of | Add | 464287168 | $852.0K | +5K +40.52% | 18,905 2.77% of portfolio | low |
| Q2 2026 as of | Add | 46429B663 | $682.1K | +25K +404.21% | 31,044 0.80% of portfolio | low |
| Q2 2026 as of | Trim | 464287309 | $-457.1K | -3K -2.62% | 123,649 15.96% of portfolio | low |
| Q2 2026 as of | Exit | Microsoft Corp | $-253.9K | -525 -100.00% | — | low |
| Q2 2026 as of | Add | 922908769 | $210.6K | +569 +5.11% | 11,708 4.07% of portfolio | low |
| Q2 2026 as of | Exit | iShares MSCI UAE ETF | $-197.5K | -2K -100.00% | — | low |
| Q2 2026 as of | Trim | 464287457 | $-173.3K | -2K -2.81% | 73,107 5.63% of portfolio | low |
| Q2 2026 as of | Add | 464287408 | $168.9K | +744 +1.33% | 56,865 12.12% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF | $-166.3K | -2K -4.29% | 36,327 3.48% of portfolio | low |