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Disclosed positions
American Wealth Advisors, LLC: source evidence dated 2026-08-08T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $28,034,649
- Reported amount
- 37,435
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-001138Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $28,034,649 | 37,435 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $17,005,440 | 123,649 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $12,911,683 | 56,865 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $6,002,825 | 73,107 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $4,332,522 | 11,708 | SH | None |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $3,711,197 | 36,327 | SH | None |
| ISHARES TR | SHYG | 0-5YR HI YL CP | $3,624,439 | 85,462 | SH | None |
| ISHARES TR | DVY | SELECT DIVID ETF | $2,954,865 | 18,905 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $2,814,965 | 9,369 | SH | None |
| ISHARES TR | SLQD | 0-5YR INVT GR CP | $2,139,089 | 42,468 | SH | None |
| STATE STR SPDR DOW JONES IND | DIA | UT SER 1 | $2,123,680 | 4,065 | SH | None |
| ISHARES TR | IWP | RUS MD CP GR ETF | $1,900,024 | 12,977 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $1,833,718 | 23,781 | SH | None |
| ISHARES TR | IGE | NORTH AMERN NAT | $1,786,703 | 31,803 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $1,095,619 | 9,931 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $1,059,636 | 9,952 | SH | None |
| ISHARES TR | HDV | CORE HIGH DV ETF | $850,905 | 31,044 | SH | None |
| ISHARES TR | IWO | RUS 2000 GRW ETF | $845,870 | 2,147 | SH | None |
| ISHARES TR | IWN | RUS 2000 VAL ETF | $752,795 | 3,403 | SH | None |
| CISCO SYS INC | CSCO | COM | $725,103 | 6,173 | SH | None |
| ISHARES TR | IYR | U.S. REAL ES ETF | $670,290 | 6,555 | SH | None |
| ISHARES TR | IJJ | S&P MC 400VL ETF | $654,196 | 4,428 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $605,706 | 4,430 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $571,235 | 5,499 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $561,691 | 763 | SH | None |
| ISHARES TR | FLOT | FLTG RATE NT ETF | $547,039 | 10,716 | SH | None |
| TJX COS INC NEW | TJX | COM | $545,400 | 3,600 | SH | None |
| APPLE INC | AAPL | COM | $533,176 | 1,843 | SH | None |
| ISHARES TR | IWS | RUS MDCP VAL ETF | $487,295 | 2,960 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $474,647 | 6,263 | SH | None |
| ISHARES TR | HYG | IBOXX HI YD ETF | $470,396 | 5,882 | SH | None |
| ISHARES TR | IJK | S&P MC 400GR ETF | $458,453 | 3,902 | SH | None |
| INTEL CORP | INTC | COM | $449,456 | 3,219 | SH | None |
| ISHARES TR | ICF | SELECT US REIT | $432,755 | 6,399 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $420,328 | 840 | SH | None |
| AMAZON COM INC | AMZN | COM | $362,277 | 1,520 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $358,765 | 1,635 | SH | None |
| ISHARES TR | EFAV | MSCI EAFE MIN VL | $334,864 | 3,818 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $332,813 | 2,244 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $275,797 | 1,086 | SH | None |
| ISHARES TR | TIP | TIPS BD ETF | $264,609 | 2,418 | SH | None |
| META PLATFORMS INC | META | CL A | $249,783 | 443 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.