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
- QQQ - INVESCO QQQ TR, 9.79%
- SCHD - SCHWAB STRATEGIC TR, 5.59%
- 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.
Explore securities or join Upside Invest to compare portfolios.