American Wealth Advisors, LLC - Portfolio overview

American Wealth Advisors, LLC has 134 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 24.72%
2. IVW - ISHARES TR, 14.08%
3. IVE - ISHARES TR, 12.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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