American Financial Advisors, LLC - Portfolio overview

American Financial Advisors, LLC has 170 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. QQQ - INVESCO QQQ TR, 9.79%
  2. SCHD - SCHWAB STRATEGIC TR, 5.59%
  3. VIGI - VANGUARD WHITEHALL FDS, 5.31%

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

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