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Portfolio (Quarterly) Guide ↗

American Financial Advisors, LLC

· CIK 0001767898
13F Portfolio $831M AUM 169 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 169 New
Page 6 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DIS DISNEY WALT CO Communication Services 4,677.0 $450K 0.05% NEW $96.26 +11.5%
102 JEPI J P MORGAN EXCHANGE TRADED F 7,954.0 $449K 0.05% NEW $56.48 +2.2%
103 IGSB ISHARES TR 8,299.0 $435K 0.05% NEW $52.41 -0.5%
104 FTSL FIRST TR EXCHANGE-TRADED FD 9,708.0 $434K 0.05% NEW $44.75 +0.6%
105 IYH ISHARES TR 6,466.0 $433K 0.05% NEW $67.01 +8.9%
106 MUB ISHARES TR 3,911.0 $421K 0.05% NEW $107.63 -2.0%
107 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 8,728.0 $417K 0.05% NEW $47.81 -9.7%
108 SCHM SCHWAB STRATEGIC TR 11,114.0 $410K 0.05% NEW $36.87 -2.6%
109 BA BOEING CO Industrials 1,834.0 $397K 0.05% NEW $216.42 -0.6%
110 SO SOUTHERN CO Utilities 4,128.0 $395K 0.05% NEW $95.70 -4.5%
111 INTC INTEL CORP Technology 2,748.0 $384K 0.05% NEW $139.64 -34.0%
112 ARKK ARK ETF TR 4,674.0 $378K 0.04% NEW $80.82 +3.0%
113 CGCP CAPITAL GRP FIXED INCM ETF T 16,865.0 $376K 0.04% NEW $22.29 -1.2%
114 ABBV ABBVIE INC Healthcare 1,492.0 $376K 0.04% NEW $251.72 +4.0%
115 IEF ISHARES TR 3,960.0 $375K 0.04% NEW $94.58 -1.7%
116 SCHB SCHWAB STRATEGIC TR 12,866.0 $373K 0.04% NEW $28.96 +1.8%
117 IXUS ISHARES TR 3,890.0 $371K 0.04% NEW $95.43 +1.9%
118 VGT VANGUARD WORLD FD 3,079.0 $368K 0.04% NEW $119.50 -1.0%
119 UBER UBER TECHNOLOGIES INC Technology 4,974.0 $359K 0.04% NEW $72.16 +8.9%
120 CARNIVAL CORP LTD 12,405.0 $354K 0.04% NEW $28.57
Page 6 of 9  ·  169 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 53.9%
Technology 12.0%
Healthcare 9.9%
Industrials 8.6%
Consumer Cyclical 5.9%
Communication Services 5.0%
Real Estate 1.2%
Basic Materials 1.1%
Consumer Defensive 1.0%
Utilities 0.8%