American Financial Advisors, LLC

CIK 0001767898 • 6 13F filings • May 1, 2025 – Jul 14, 2026

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Filer information

Filed by: American Financial Advisors, LLC, CCO
Address: 2551 Roswell Road, Suite 310, Marietta, GA, 30062
Phone: 770-977-2434
AUM: $774.7M

AUM over time

$831.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $774.7M154 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$377K	0.0%Prev: 0.0%	1,648 SH	Decreased+11 SH
ADVANCED MICRO DEVICES INC	COM	$261K	0.0%Prev: 0.0%	1,218 SH	Decreased-498 SH
AFLAC INC	COM	$310K	0.0%Prev: 0.0%	2,813 SH	Decreased+1 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$273K	0.0%Prev: 0.1%	1,865 SH	Decreased-598 SH
ALPHABET INC	CAP STK CL A	$5.1M	0.7%Prev: 0.5%	16,293 SH	Increased+8 SH
ALPHABET INC	CAP STK CL C	$957K	0.1%Prev: 0.1%	3,049 SH	Increased-18 SH
AMAZON COM INC	COM	$6.2M	0.8%Prev: 0.8%	26,764 SH	Increased+245 SH
AMERICAN EXPRESS CO	COM	$261K	0.0%Prev: 0.0%	705 SH	Increased+2 SH
AMGEN INC	COM	$267K	0.0%Prev: 0.0%	815 SH	Increased+5 SH
APPLE INC	COM	$8.4M	1.1%Prev: 1.0%	31,071 SH	Increased-493 SH
APPLIED MATLS INC	COM	$217K	0.0%	846 SH	New
ARK ETF TR	INNOVATION ETF	$528K	0.1%Prev: 0.1%	6,859 SH	Decreased-1,639 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$40.3M	5.2%Prev: 5.4%	80,161 SH	Decreased-3,268 SH
BOEING CO	COM	$409K	0.1%Prev: 0.1%	1,884 SH	Increased+10 SH
BROADCOM INC	COM	$503K	0.1%Prev: 0.1%	1,453 SH	Increased
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$819K	0.1%Prev: 0.1%	23,638 SH	Increased-130 SH
CAPITAL GROUP INTERNATIONAL	SHS	$1.2M	0.2%Prev: 0.2%	35,878 SH	Increased+138 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$18.9M	2.4%Prev: 2.4%	710,970 SH	Decreased-3,032 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$464K	0.1%Prev: 0.1%	20,511 SH	Increased+262 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$1.5M	0.2%Prev: 0.2%	55,417 SH	Increased+5,301 SH
CARNIVAL CORP	UNIT 99/99/9999	$379K	0.0%Prev: 0.0%	12,411 SH	Increased
CISCO SYS INC	COM	$518K	0.1%Prev: 0.1%	6,725 SH	Increased+24 SH
COCA COLA CO	COM	$990K	0.1%Prev: 0.1%	14,159 SH	Increased+51 SH
CORMEDIX INC	COM	$582K	0.1%Prev: 0.1%	50,057 SH	Increased+5,000 SH
CREDIT SUISSE ASSET MGMT INC	COM	$32K	0.0%Prev: 0.0%	11,425 SH	Decreased
CROWDSTRIKE HLDGS INC	CL A	$457K	0.1%Prev: 0.1%	975 SH	Decreased
DELTA AIR LINES INC DEL	COM NEW	$9.6M	1.2%Prev: 1.0%	137,995 SH	Increased+2,845 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.1M	0.3%Prev: 0.3%	52,423 SH	Increased+121 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$249K	0.0%Prev: 0.0%	3,351 SH	Increased+2 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$565K	0.1%Prev: 0.1%	12,134 SH	Increased+22 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$291K	0.0%Prev: 0.0%	4,175 SH	Increased+8 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$396K	0.1%Prev: 0.0%	12,085 SH	Increased+86 SH
DISNEY WALT CO	COM	$561K	0.1%Prev: 0.1%	4,935 SH	Decreased-11 SH
DNP SELECT INCOME FD INC	COM	$1.5M	0.2%Prev: 0.2%	146,619 SH	Decreased-33,172 SH
ELI LILLY & CO	COM	$13.6M	1.8%Prev: 1.3%	12,690 SH	Increased-370 SH
EXXON MOBIL CORP	COM	$306K	0.0%Prev: 0.0%	2,546 SH	Increased-51 SH
FASTENAL CO	COM	$275K	0.0%Prev: 0.0%	6,853 SH	Decreased
FIRST TR EXCH TRD ALPHDX FD	EM SML CP ALPH	$203K	0.0%Prev: 0.0%	4,825 SH	Decreased-175 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$14.3M	1.8%Prev: 2.1%	200,035 SH	Decreased-11,176 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.9M	0.2%Prev: 0.2%	27,397 SH	Increased-850 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$34.1M	4.4%Prev: 4.6%	368,512 SH	Decreased-9,820 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$17.2M	2.2%Prev: 2.2%	344,676 SH	Increased+7,227 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$403K	0.1%Prev: 0.0%	1,951 SH	Increased
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$601K	0.1%Prev: 0.1%	13,106 SH	Decreased-5,266 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$294K	0.0%Prev: 0.0%	7,673 SH	Increased+23 SH
FIRST TR EXCHANGE-TRADED FD	SSI STRG ETF	$293K	0.0%Prev: 0.0%	6,811 SH	Decreased-2,051 SH
FIRST TR EXCHANGE-TRADED FD	VEST INVESTMENT	$1.6M	0.2%Prev: 0.2%	81,333 SH	Decreased-9,974 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$336K	0.0%Prev: 0.0%	8,453 SH	Increased-316 SH
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$1.8M	0.2%Prev: 0.3%	40,030 SH	Decreased-14,342 SH
GE AEROSPACE	COM NEW	$1.3M	0.2%Prev: 0.2%	4,329 SH	Increased+2 SH
GE VERNOVA INC	COM	$658K	0.1%Prev: 0.1%	1,007 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$293K	0.0%Prev: 0.0%	334 SH	Increased+1 SH
HOME DEPOT INC	COM	$2.1M	0.3%Prev: 0.3%	6,164 SH	Decreased-9 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.7M	0.2%Prev: 0.2%	6,784 SH	Increased+210 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP LOW	$356K	0.0%Prev: 0.1%	7,675 SH	Decreased-723 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$1.7M	0.2%Prev: 0.2%	36,648 SH	Increased-266 SH
INVESCO QQQ TR	UNIT SER 1	$79.6M	10.3%Prev: 10.3%	129,656 SH	Decreased-4,082 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$230K	0.0%Prev: 0.0%	4,639 SH	Decreased+259 SH
ISHARES TR	7-10 YR TRSY BD	$378K	0.0%Prev: 0.1%	3,932 SH	Decreased-1,043 SH
ISHARES TR	CORE MSCI TOTAL	$292K	0.0%Prev: 0.0%	3,447 SH	Increased+58 SH
ISHARES TR	CORE S&P MCP ETF	$13.7M	1.8%Prev: 1.8%	207,824 SH	Decreased-8,401 SH
ISHARES TR	CORE S&P500 ETF	$4.3M	0.6%Prev: 0.5%	6,259 SH	Increased+84 SH
ISHARES TR	CORE US AGGBD ET	$228K	0.0%Prev: 0.0%	2,281 SH	Decreased-171 SH
ISHARES TR	EAFE SML CP ETF	$2.6M	0.3%Prev: 0.4%	33,985 SH	Decreased-8,087 SH
ISHARES TR	EAFE VALUE ETF	$928K	0.1%Prev: 0.1%	12,992 SH	Increased-357 SH
ISHARES TR	FUTURE EXPONENTI	$207K	0.0%	2,971 SH	New
ISHARES TR	IBOXX HI YD ETF	$331K	0.0%Prev: 0.0%	4,108 SH	Decreased-604 SH
ISHARES TR	ISHS 1-5YR INVS	$523K	0.1%Prev: 0.1%	9,891 SH	Decreased-552 SH
ISHARES TR	JPMORGAN USD EMG	$912K	0.1%Prev: 0.2%	9,477 SH	Decreased-3,201 SH
ISHARES TR	MSCI EAFE ETF	$3.1M	0.4%Prev: 0.4%	32,482 SH	Decreased-1,828 SH
ISHARES TR	NATIONAL MUN ETF	$432K	0.1%Prev: 0.1%	4,032 SH	Decreased-58 SH
ISHARES TR	RESIDENTIAL MULT	$510K	0.1%Prev: 0.1%	6,171 SH	Decreased+46 SH
ISHARES TR	RUS 1000 ETF	$41.4M	5.3%Prev: 5.4%	110,979 SH	Decreased-3,509 SH
ISHARES TR	RUS 1000 GRW ETF	$222K	0.0%Prev: 0.0%	468 SH	Increased-4 SH
ISHARES TR	RUS 1000 VAL ETF	$1.4M	0.2%Prev: 0.2%	6,776 SH	Increased-216 SH
ISHARES TR	RUS 2000 VAL ETF	$1.5M	0.2%Prev: 0.2%	8,376 SH	Decreased-836 SH
ISHARES TR	RUSSELL 2000 ETF	$887K	0.1%Prev: 0.1%	3,602 SH	Decreased-180 SH
ISHARES TR	RUSSELL 3000 ETF	$211K	0.0%Prev: 0.0%	544 SH	Increased+1 SH
ISHARES TR	S&P 100 ETF	$258K	0.0%Prev: 0.0%	753 SH	Increased+2 SH
ISHARES TR	S&P 500 GRWT ETF	$1.0M	0.1%Prev: 0.1%	8,262 SH	Decreased-191 SH
ISHARES TR	SELECT DIVID ETF	$260K	0.0%Prev: 0.0%	1,843 SH	Decreased+3 SH
ISHARES TR	TIPS BD ETF	$614K	0.1%Prev: 0.1%	5,586 SH	Decreased-2,164 SH
ISHARES TR	US HLTHCARE ETF	$452K	0.1%Prev: 0.1%	6,942 SH	Increased-607 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$476K	0.1%Prev: 0.1%	8,319 SH	Decreased-46 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$12.0M	1.6%Prev: 1.5%	260,167 SH	Increased+2,883 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$9.6M	1.2%Prev: 1.1%	189,238 SH	Increased+19,000 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$1.4M	0.2%Prev: 0.2%	22,056 SH	Decreased-179 SH
JOHNSON & JOHNSON	COM	$636K	0.1%Prev: 0.1%	3,075 SH	Increased-58 SH
JPMORGAN CHASE & CO.	COM	$589K	0.1%Prev: 0.1%	1,826 SH	Increased+8 SH
MARVELL TECHNOLOGY INC	COM	$308K	0.0%Prev: 0.0%	3,621 SH	Increased+1 SH
MASTERCARD INCORPORATED	CL A	$215K	0.0%Prev: 0.0%	376 SH	Increased
MERCK & CO INC	COM	$206K	0.0%	1,958 SH	New
META PLATFORMS INC	CL A	$1.9M	0.2%Prev: 0.3%	2,846 SH	Decreased+16 SH
MGM RESORTS INTERNATIONAL	COM	$337K	0.0%Prev: 0.0%	9,228 SH	Increased
MICRON TECHNOLOGY INC	COM	$264K	0.0%	925 SH	New
MICROSOFT CORP	COM	$2.0M	0.3%Prev: 0.3%	4,192 SH	Decreased+3 SH
NEBIUS GROUP N.V.	SHS CLASS A	$411K	0.1%Prev: 0.1%	4,911 SH	Decreased-119 SH
NUVEEN PFD & INCOME OPPORTUN	COM	$97K	0.0%	12,000 SH	New
NVIDIA CORPORATION	COM	$4.0M	0.5%Prev: 0.5%	21,183 SH	Decreased+1 SH
ORACLE CORP	COM	$479K	0.1%Prev: 0.1%	2,458 SH	Decreased-29 SH
PALANTIR TECHNOLOGIES INC	CL A	$437K	0.1%Prev: 0.1%	2,460 SH	Decreased
PEPSICO INC	COM	$238K	0.0%Prev: 0.0%	1,660 SH	Decreased-68 SH
PROCTER AND GAMBLE CO	COM	$248K	0.0%Prev: 0.0%	1,730 SH	Decreased+8 SH
PROSHARES TR	ULTRPRO S&P500	$690K	0.1%Prev: 0.1%	5,957 SH	Increased-85 SH
QUALCOMM INC	COM	$210K	0.0%Prev: 0.0%	1,230 SH	Increased+5 SH
ROYAL CARIBBEAN GROUP	COM	$545K	0.1%Prev: 0.1%	1,954 SH	Decreased+4 SH
RTX CORPORATION	COM	$254K	0.0%Prev: 0.0%	1,386 SH	Increased+4 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.5M	0.3%Prev: 0.4%	105,010 SH	Decreased-13,636 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$357K	0.0%Prev: 0.0%	13,601 SH	Increased+53 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$38.7M	5.0%Prev: 4.9%	1,412,038 SH	Increased+15,081 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$607K	0.1%Prev: 0.1%	18,594 SH	Increased+411 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.1M	0.3%Prev: 0.3%	78,292 SH	Increased+4,609 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$333K	0.0%Prev: 0.0%	11,073 SH	Increased+150 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$11.2M	1.4%Prev: 1.3%	392,503 SH	Increased+20,495 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$858K	0.1%Prev: 0.1%	32,400 SH	Decreased-10,059 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.2M	0.1%	21,148 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$25.4M	3.3%	164,284 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$516K	0.1%	3,326 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$9.8M	1.3%	243,249 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$737K	0.1%	5,119 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$301K	0.0%	7,061 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$206K	0.0%	1,279 SH	New
SOUTHERN CO	COM	$356K	0.0%Prev: 0.0%	4,086 SH	Decreased+23 SH
SOUTHERN COPPER CORP	COM	$1.5M	0.2%Prev: 0.2%	10,436 SH	Increased+104 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.9M	0.2%Prev: 0.2%	2,756 SH	Increased+19 SH
SPDR SERIES TRUST	STATE STREET SPD	$35.8M	4.6%	387,871 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$1.2M	0.2%Prev: 0.1%	30,686 SH	Increased+107 SH
TESLA INC	COM	$1.5M	0.2%Prev: 0.2%	3,394 SH	Decreased-499 SH
TIDAL TRUST I	GOD BLESS AMER	$208K	0.0%Prev: 0.0%	4,816 SH	Decreased+23 SH
UBER TECHNOLOGIES INC	COM	$437K	0.1%Prev: 0.1%	5,346 SH	Decreased-100 SH
UNITEDHEALTH GROUP INC	COM	$253K	0.0%Prev: 0.0%	766 SH	Increased+84 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$14.6M	1.9%Prev: 2.0%	497,730 SH	Decreased-26,041 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$252K	0.0%Prev: 0.0%	2,431 SH	Increased+77 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.1M	0.1%Prev: 0.1%	3,022 SH	Increased+7 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$402K	0.1%Prev: 0.1%	8,313 SH	Decreased-4,619 SH
VANGUARD INDEX FDS	GROWTH ETF	$278K	0.0%Prev: 0.0%	570 SH	Decreased-68 SH
VANGUARD INDEX FDS	MID CAP ETF	$24.2M	3.1%Prev: 3.2%	83,430 SH	Decreased-1,718 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$972K	0.1%Prev: 0.1%	10,983 SH	Decreased-418 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$303K	0.0%Prev: 0.0%	484 SH	Decreased-14 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.1M	0.1%Prev: 0.1%	5,027 SH	Increased+41 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$36.5M	4.7%Prev: 4.9%	120,944 SH	Decreased-6,688 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$5.6M	0.7%Prev: 0.7%	16,736 SH	Increased-126 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.0M	0.4%Prev: 0.4%	55,988 SH	Decreased-3,839 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$302K	0.0%Prev: 0.0%	5,997 SH	Decreased-262 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$34.8M	4.5%Prev: 4.4%	415,679 SH	Increased+12,216 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$33.7M	4.4%Prev: 4.3%	422,689 SH	Increased+7,653 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$39.0M	5.0%Prev: 5.1%	177,487 SH	Decreased-6,900 SH
VANGUARD STAR FDS	VG TL INTL STK F	$435K	0.1%Prev: 0.1%	5,770 SH	Increased+162 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$626K	0.1%Prev: 0.1%	4,359 SH	Increased+28 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$41.7M	5.4%Prev: 5.4%	456,238 SH	Increased-8,662 SH
VANGUARD WORLD FD	INF TECH ETF	$293K	0.0%Prev: 0.0%	388 SH	Increased+10 SH
VERIZON COMMUNICATIONS INC	COM	$283K	0.0%Prev: 0.0%	6,942 SH	Decreased-323 SH
WALMART INC	COM	$210K	0.0%	1,888 SH	New
WELLTOWER INC	COM	$1.9M	0.3%Prev: 0.2%	10,449 SH	Increased-414 SH

Sold (vs prior filing)

AUTOMATIC DATA PROCESSING IN — $209K
DATADOG INC — $207K
FERRARI N V — $221K
FIRST TR EXCHANGE-TRADED FD — $347K
SELECT SECTOR SPDR TR — $1.1M
SELECT SECTOR SPDR TR — $540K
SELECT SECTOR SPDR TR — $10.7M
SELECT SECTOR SPDR TR — $23.0M
SELECT SECTOR SPDR TR — $307K
SELECT SECTOR SPDR TR — $745K
SPDR SERIES TRUST — $2.9M
SPDR SERIES TRUST — $1.8M
SPDR SERIES TRUST — $2.8M
SPDR SERIES TRUST — $1.8M
SPDR SERIES TRUST — $23.7M
SPDR SERIES TRUST — $3.6M
SPDR SERIES TRUST — $216K
WHEELS UP EXPERIENCE INC — $18K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 3, 2026	Q4 2025	13F-HR	0002085853-26-000173	$774.7M	View
Oct 27, 2025	Q3 2025	13F-HR	0002085853-25-000169	$776.3M	View
Jul 14, 2026	Q2 2026