American Financial Advisors, LLC Portfolio Holdings

American Financial Advisors, LLC

  • $680 Million
  • Q2 2025

American Financial Advisors, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $680 Million distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $62.5M, Berkshire Hathaway Inc Class B with a value of $41.3M, Ishares Tr Russell 1000 ETF with a value of $39.8M, Vanguard Whitehall Fds Intl Di with a value of $38.1M, and Vanguard Dividend Appreciation with a value of $36.4M.

Examining the 13F form we can see an increase of $22.5M in the current position value, from $658M to 680M.

Below you can find more details about American Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $680 Million
ETFs: $571 Million
Financial Services: $48.1 Million
Technology: $15.7 Million
Healthcare: $12.1 Million
Consumer Cyclical: $11.6 Million
Industrials: $9 Million
Communication Services: $6.51 Million
Real Estate: $2.23 Million
Other: $3.22 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$780,000 0.11% of portfolio
16,844
Q2 2025 New
$0
$664,000 0.1% of portfolio
12,599
Q2 2025 Added 1.02%
$0
$653,000 0.1% of portfolio
2,580
Q2 2025 Added 0.12%
$0
$680,000 0.1% of portfolio
13,753
Q2 2025 Reduced 2.1%
$0
$713,000 0.1% of portfolio
10,147
Q2 2025 Reduced 16.53%
$0
$553,000 0.08% of portfolio
6,724
Q2 2025 Added 0.24%
$0
$557,000 0.08% of portfolio
5,817
Q2 2025 Added 0.87%
$0
$574,000 0.08% of portfolio
4,306
Q2 2025 New
$0
$566,000 0.08% of portfolio
10,031
Q2 2025 Reduced 7.14%
$0
$548,000 0.08% of portfolio
3,720
Q2 2025 Added 6.04%
$0
$552,000 0.08% of portfolio
6,042
Q4 2024 Reduced 0.84%
$0
$479,000 0.07% of portfolio
16,402
Q2 2025 Reduced 0.79%
$0
$504,000 0.07% of portfolio
8,878
Q2 2025 Reduced 14.1%
$0
$443,000 0.07% of portfolio
3,448
Q2 2025 Reduced 10.4%
$0
$510,000 0.07% of portfolio
12,083
Q2 2025 Reduced 8.61%
$0
$492,000 0.07% of portfolio
4,714
Q2 2025 Reduced 1.67%
$0
$430,000 0.06% of portfolio
9,447
Q2 2025 Reduced 4.62%
$0
$437,000 0.06% of portfolio
7,315
Q2 2025 Added 0.94%
$0
$414,000 0.06% of portfolio
7,721
Q2 2025 Reduced 0.57%
$0
$350,000 0.05% of portfolio
8,220
Q2 2025 Added 0.28%
$0
$332,000 0.05% of portfolio
6,774
Q2 2025 Added 0.33%
$0
$331,000 0.05% of portfolio
2,057
Q4 2024 Reduced 0.05%
$0
$353,000 0.05% of portfolio
9,116
Q2 2025 Reduced 11.62%
$0
$322,000 0.05% of portfolio
13,531
Q2 2025 Reduced 2.86%
$0
$350,000 0.05% of portfolio
11,928
Q4 2022 New
$0
$371,000 0.05% of portfolio
5,373
Q2 2025 New
$0
$318,000 0.05% of portfolio
3,212
Q2 2025 Added 0.69%
$0
$280,000 0.04% of portfolio
494
Q2 2025 Added 2.07%
$0
$244,000 0.04% of portfolio
1,838
Q2 2025 Added 0.11%
$0
$264,000 0.04% of portfolio
4,158
Q2 2025 Added 0.17%
$0
$240,000 0.04% of portfolio
2,419
Q2 2025 Reduced 3.39%
$0
$250,000 0.04% of portfolio
2,546
Q2 2025 Added 0.16%
$0
$279,000 0.04% of portfolio
637
Q2 2025 Added 0.95%
$0
$277,000 0.04% of portfolio
4,626
Q2 2025 Added 0.15%
$0
$240,000 0.04% of portfolio
363
Q2 2025 New
$0
$250,000 0.04% of portfolio
3,244
Q2 2025 Added 0.9%
$0
$306,000 0.04% of portfolio
10,929
Q2 2025 Added 0.68%
$0
$300,000 0.04% of portfolio
5,026
Q2 2025 Added 0.94%
$0
$266,000 0.04% of portfolio
7,555
Q2 2025 Added 0.31%
$0
$292,000 0.04% of portfolio
3,585
Q2 2025 Reduced 3.96%
$0
$234,000 0.03% of portfolio
7,344
Q2 2025 Reduced 1.9%
$0
$238,000 0.03% of portfolio
2,809
Q2 2025 Reduced 6.15%
$0
$201,000 0.03% of portfolio
3,092
Q2 2025 New
$0
$199,000 0.03% of portfolio
750
Q2 2025 Added 0.27%
$0
$199,000 0.03% of portfolio
472
Q2 2025 New
$0
$212,000 0.03% of portfolio
5,232
Q2 2025 Reduced 3.86%
$0
$224,000 0.03% of portfolio
3,348
Q2 2025 Added 0.06%
$0
$0 0.0% of portfolio
36,897
Q2 2025 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $680 Million
  • Prior Value $658 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
Track This Portfolio

Track American Financial Advisors, LLC Portfolio

Follow American Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of American Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on American Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email