American Wealth Advisors, LLC reported 9 positions worth $4.17M for the quarter ended Jun 30, 2026, up 18.3% on the prior quarter. It opened 1 new position, added to 3, trimmed 1 and exited 0. Its largest holding is Cisco Systems, Inc. at 17.4% 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 |
|---|---|---|---|---|
| CSCO Cisco Systems, Inc. | -152 | -2.4% | $17.85K | 17.4% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| INTC Intel Corp | +3,219 | $449.46K | 10.79% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CSCO Cisco Systems, Inc. | Technology | 6,173 | $725.10K | 17.4% | -152 | -2.4% | Reduced | 0% |
| 2 | XOM ExxonMobil Holdings Corp | Energy | 4,430 | $605.71K | 14.54% | +2 | +0.0% | Added | 0% |
| 3 | TJX Tjx Companies Inc | Consumer Discretionary | 3,600 | $545.40K | 13.09% | 0 | 0.0% | Unchanged | 0% |
| 4 | AAPL Apple Inc. | Technology | 1,843 | $533.18K | 12.8% | +2 | +0.1% | Added | 0% |
| 5 | INTC Intel Corp | Technology | 3,219 | $449.46K | 10.79% | +3,219 | – | New | 0% |
| 6 | BRK-B Berkshire Hathaway Inc | Financial Services | 840 | $420.33K | 10.09% | 0 | 0.0% | Unchanged | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 1,520 | $362.28K | 8.69% | 0 | 0.0% | Unchanged | 0% |
| 8 | JNJ Johnson & Johnson | Healthcare | 1,086 | $275.80K | 6.62% | +1 | +0.1% | Added | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 443 | $249.78K | 5.99% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at American Wealth Advisors.
As of its Q2 2026 13F filing, American Wealth Advisors, LLC’s five largest positions were Cisco Systems, Inc. (CSCO) at 17.4%, ExxonMobil Holdings Corp (XOM) at 14.5%, Tjx Companies Inc (TJX) at 13.1%, Apple Inc. (AAPL) at 12.8%, Intel Corp (INTC) at 10.8% of the reported portfolio.
American Wealth Advisors, LLC reported a 13F portfolio worth $4.17M across 9 positions for Q2 2026. That is up 18.3% from the previous quarter.
Its largest purchases by value were Intel Corp ($449.46K), Apple Inc. ($578.60), ExxonMobil Holdings Corp ($273.46). It opened 1 new positions.
Its largest sales by value were Cisco Systems, Inc. ($17.85K). It exited 0 positions entirely.
From the Form 13F-HR reports American Wealth 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.