American Financial Advisors, LLC reported 61 positions worth $126.77M for the quarter ended Jun 30, 2026, up 18.8% on the prior quarter. It opened 8 new positions, added to 19, trimmed 24 and exited 2. Its largest holding is Berkshire Hathaway Inc at 32.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | +3,059 | +3.9% | $1.53M | 32.4% |
| SPCX Space Exploration Technologies Corp | +6,276 | – | $1.07M | 0.846% |
| INTC Intel Corp | +2,748 | – | $383.74K | 0.303% |
| DDOG Datadog, Inc. | +1,264 | – | $329.10K | 0.26% |
| IBIT iShares Bitcoin Trust ETF | +9,011 | – | $299.98K | 0.237% |
| XOM ExxonMobil Holdings Corp | +1,937 | +75.7% | $264.83K | 0.485% |
| VRT Vertiv Holdings Co | +718 | – | $240.54K | 0.19% |
| QCOM Qualcomm Inc | +1,241 | – | $229.30K | 0.181% |
| MTZ Mastec Inc | +550 | – | $228.83K | 0.181% |
| ASML Asml Holding Nv | +103 | – | $204.91K | 0.162% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -1,238 | -4.2% | $358.23K | 6.46% |
| DAL Delta Air Lines, Inc. | -3,151 | -2.4% | $295.12K | 9.54% |
| NVDA Nvidia Corp | -1,272 | -6.0% | $254.51K | 3.12% |
| MRK Merck & Co., Inc. | -1,970 | -100.0% | $236.95K | Exited |
| BABA Alibaba Group Holding Ltd | -1,867 | -100.0% | $234.20K | Exited |
| LLY ELI LILLY & Co | -189 | -1.5% | $226.69K | 11.83% |
| AMZN Amazon Com Inc | -895 | -3.6% | $213.32K | 4.54% |
| AMD Advanced Micro Devices Inc | -280 | -23.0% | $162.65K | 0.429% |
| GE General Electric Co | -384 | -8.9% | $143.52K | 1.16% |
| GEV GE Vernova Inc. | -86 | -8.5% | $101.05K | 0.853% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +6,276 | $1.07M | 0.846% |
| INTC Intel Corp | +2,748 | $383.74K | 0.303% |
| DDOG Datadog, Inc. | +1,264 | $329.10K | 0.26% |
| IBIT iShares Bitcoin Trust ETF | +9,011 | $299.98K | 0.237% |
| VRT Vertiv Holdings Co | +718 | $240.54K | 0.19% |
| QCOM Qualcomm Inc | +1,241 | $229.30K | 0.181% |
| MTZ Mastec Inc | +550 | $228.83K | 0.181% |
| ASML Asml Holding Nv | +103 | $204.91K | 0.162% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 82.1K | $41.07M | 32.4% | +3,059 | +3.9% | Added | 0.01% |
| 2 | LLY ELI LILLY & Co | Healthcare | 12.5K | $14.99M | 11.83% | -189 | -1.5% | Reduced | 0% |
| 3 | DAL Delta Air Lines, Inc. | Industrials | 129.1K | $12.09M | 9.54% | -3,151 | -2.4% | Reduced | 0.02% |
| 4 | AAPL Apple Inc. | Technology | 28.3K | $8.19M | 6.46% | -1,238 | -4.2% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 24.1K | $5.75M | 4.54% | -895 | -3.6% | Reduced | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 15.4K | $5.49M | 4.33% | -275 | -1.8% | Reduced | 0% |
| 7 | NVDA Nvidia Corp | Technology | 19.8K | $3.95M | 3.12% | -1,272 | -6.0% | Reduced | 0% |
| 8 | HD Home Depot, Inc. | Consumer Discretionary | 6,540 | $2.31M | 1.82% | -65 | -1.0% | Reduced | 0% |
| 9 | WELL Welltower Inc. | Real Estate | 9,594 | $2.18M | 1.72% | -257 | -2.6% | Reduced | 0% |
| 10 | SCCO Southern Copper Corp/ | Basic Materials | 10.7K | $1.86M | 1.46% | +117 | +1.1% | Added | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 2,730 | $1.54M | 1.21% | -23 | -0.8% | Reduced | 0% |
| 12 | GE General Electric Co | Industrials | 3,947 | $1.48M | 1.16% | -384 | -8.9% | Reduced | 0% |
| 13 | MSFT Microsoft Corp | Technology | 3,930 | $1.47M | 1.16% | -237 | -5.7% | Reduced | 0% |
| 14 | NBIS Nebius Group N.V. | Technology | 5,124 | $1.42M | 1.12% | +313 | +6.5% | Added | 0% |
| 15 | TSLA Tesla, Inc. | Consumer Discretionary | 2,978 | $1.25M | 0.988% | -100 | -3.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at American Financial Advisors.
As of its Q2 2026 13F filing, American Financial Advisors, LLC’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 32.4%, ELI LILLY & Co (LLY) at 11.8%, Delta Air Lines, Inc. (DAL) at 9.5%, Apple Inc. (AAPL) at 6.5%, Amazon Com Inc (AMZN) at 4.5% of the reported portfolio.
American Financial Advisors, LLC reported a 13F portfolio worth $126.77M across 61 positions for Q2 2026. That is up 18.8% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($1.53M), Space Exploration Technologies Corp ($1.07M), Intel Corp ($383.74K). It opened 8 new positions.
Its largest sales by value were Apple Inc. ($358.23K), Delta Air Lines, Inc. ($295.12K), Nvidia Corp ($254.51K). It exited 2 positions entirely.
From the Form 13F-HR reports American Financial Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.