American Wealth Advisors, LLC
Annual return '25
+12.7%
SPY '25
+17.7%
Alpha
-5.0ptsvs SPY
Invested
$96M
Holdings
41
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Sold 2.5% (39.7k → 38.8k shares)
25.6%
02
$IVW
ISHARES TR
Q4 2025: Sold 1.0% (128.2k → 127.0k shares)
14.6%
03
$IVE
ISHARES TR
Q3 2025: New position (56.0k shares)
12.5%
04
$SHY
ISHARES TR
Q4 2025: Sold 3.5% (77.9k → 75.2k shares)
6.4%
05
$STIP
ISHARES TR
Q3 2025: New position (37.9k shares)
3.9%
06
$VTI
VANGUARD INDEX FDS
Q4 2025: Increased +1.7% (11.0k → 11.1k shares)
3.9%
07
$SHYG
ISHARES TR
Q4 2025: Increased +3.4% (79.6k → 82.3k shares)
3.7%
08
$DVY
ISHARES TR
Q4 2025: Increased +1.5% (13.3k → 13.5k shares)
2.8%
09
$IWM
ISHARES TR
Q3 2025: New position (9.5k shares)
2.4%
10
$SLQD
ISHARES TR
Q4 2025: Increased +3.3% (40.9k → 42.3k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 05:37 UTC.