Latest American Financial Advisors, LLC Stock Portfolio

$749Million– No. of Holdings #159

American Financial Advisors, LLC Performance:

2026 Q1: -1.92%YTD: -1.92%2025: 14.51%

Performance for 2026 Q1 is -1.92%, and YTD is -1.92%, and 2025 is 14.51%.

About American Financial Advisors, LLC and 13F Hedge Fund Stock Holdings

American Financial Advisors, LLC is a hedge fund based in Marietta, GA. On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, American Financial Advisors, LLC reported an equity portfolio of $749.5 Millions as of 31 Mar, 2026.

The top stock holdings of American Financial Advisors, LLC are QQQ, FNDA, VIGI. The fund has invested 9.8% of it's portfolio in INVESCO QQQ TR and 5.6% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off ISHARES BITCOIN TRUST ETF, ISHARES TR (IJR) and MASTERCARD INCORPORATED (MA) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE-TRADED FD (ECLN), VANGUARD WHITEHALL FDS (VIGI) and CAPITAL GROUP INTERNATIONAL. American Financial Advisors, LLC opened new stock positions in SPDR GOLD TR (GLD), ISHARES SILVER TR (SLV) and CAPITAL GROUP DIVIDEND VALUE (CGDV). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD STAR FDS (VXUS), CORMEDIX INC (CRMD) and SCHWAB STRATEGIC TR (FNDA).

American Financial Advisors, LLC Equity Portfolio Value

Last Reported on: 13 May, 2026

American Financial Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that American Financial Advisors, LLC made a return of -1.92% in the last quarter. In trailing 12 months, it's portfolio return was 13.58%.

Performance
S&P 500

New Buys

Ticker	$ Bought
spdr gold tr	307,228
ishares silver tr	288,096
capital group dividend value	260,275
chevron corporation	255,045
vanguard bd index fds	218,014
select sector spdr tr	210,207

New stocks bought by American Financial Advisors, LLC

Additions

Ticker	% Inc.
vanguard star fds	39.43
cormedix inc	29.37
schwab strategic tr	14.14
j p morgan exchange traded f	12.84
ishares tr	12.01
schwab strategic tr	11.73
j p morgan exchange traded f	9.46
home depot inc	7.15

Additions to existing portfolio by American Financial Advisors, LLC

Reductions

Ticker	% Reduced
first tr exchange-traded fd	-53.68
vanguard whitehall fds	-52.19
capital group international	-15.45
first tr exchange-traded fd	-12.35
t rowe price etf inc	-11.81
crowdstrike hldgs inc	-11.18
procter & gamble co	-10.87
ishares tr	-10.04

American Financial Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares bitcoin trust etf	-230,327
ishares tr	-207,173
spdr series trust	-201,458
shopify inc	-205,881
qualcomm inc	-210,329
ishares tr	-221,682
mastercard incorporated	-214,500

American Financial Advisors, LLC got rid off the above stocks

Sector Distribution

American Financial Advisors, LLC has about 91.1% of it's holdings in Others sector.

Others
Technology
Healthcare
Industrials
Consumer Cyclical

Sector	%
Others	91.1
Technology	2.2
Healthcare	1.9
Industrials	1.5
Consumer Cyclical	1.3

Market Cap. Distribution

American Financial Advisors, LLC has about 8.8% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
MEGA-CAP
LARGE-CAP

Category	%
UNALLOCATED	91.1
MEGA-CAP	6.6
LARGE-CAP	2.2

Stocks belong to which Index?

About 8.4% of the stocks held by American Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500

Index	%
Others	91.5
S&P 500	8.4

Top 5 Winners (%)		%
XOM	exxon mobil corp	40.8 %
	ge vernova inc	33.5 %
AMAT	applied matls inc	33.0 %
YNDX	nebius group n.v.	23.7 %
VZ	verizon communications inc	22.7 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	4.5 M
BIL	spdr series trust	0.9 M
IJR	ishares tr	0.3 M
SCCO	southern copper corp	0.3 M
FNDA	schwab strategic tr	0.2 M

Top 5 Losers (%)		%
CRMD	cormedix inc	-38.7 %
ORCL	oracle corp	-24.3 %
MSFT	microsoft corp	-23.4 %
AXP	american express co	-18.2 %
UNH	unitedhealth group inc	-18.0 %

Top 5 Losers ($)		$
QQQ	invesco qqq tr	-4.8 M
LLY	eli lilly & co	-2.0 M
	berkshire hathaway inc del	-1.9 M
IJR	ishares tr	-1.9 M
CARZ	first tr exchange-traded fd	-1.8 M

American Financial Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of American Financial Advisors, LLC

American Financial Advisors, LLC has 159 stocks in it's portfolio. About 54.4% of the portfolio is in top 10 stocks. QQQ proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for American Financial Advisors, LLC last quarter.

Last Reported on: 13 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.00	29,527	7,493,730	reduced	-4.97

AAXJ	ishares tr	0.32	31,068	2,436,030	reduced	-8.58

AAXJ	ishares tr	0.12	12,302	914,620	reduced	-5.31

AAXJ	ishares tr	0.12	9,310	874,459	reduced	-1.76

AAXJ	ishares tr	0.07	6,146	511,406	reduced	-0.41

AAXJ	ishares tr	0.06	9,090	477,764	reduced	-8.1

AAXJ	ishares tr	0.06	4,000	424,556	reduced	-0.79

AAXJ	ishares tr	0.04	3,701	294,435	reduced	-9.91

ABBV	abbvie inc	0.04	1,485	323,078	reduced	-9.89

ACSI	tidal trust i	0.03	4,816	201,592	unchanged	0.00

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

AFK	vaneck etf trust	1.89	493,740	14,180,200	reduced	-0.8

AFK	vaneck etf trust	0.15	2,978	1,141,600	reduced	-1.46

AFK	vaneck etf trust	0.03	2,431	235,041	unchanged	0.00

AFL	aflac inc	0.04	2,814	308,771	added	0.04

AFLG	first tr exchng traded fd vi	0.23	39,226	1,709,850	reduced	-2.01

AIRR	first tr exchange traded fd	0.25	27,670	1,889,310	added	1.00

AMAT	applied matls inc	0.04	846	289,245	unchanged	0.00

AMD	advanced micro devices inc	0.03	1,216	247,371	reduced	-0.16

AMGN	amgen inc	0.04	819	288,250	added	0.49