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Andria Williams

American Financial Advisors, Llc

Assets Managed
$749.504M
Holdings
159
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
-3.25%(2Q avg: -1.72%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in American Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 159 positions.

Assets under management

The assets under management (AUM) of American Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 749.504M in assets, with a quarterly growth rate of -3.25% and a 2-quarter average growth rate of -1.72%. The portfolio is managed by Andria Williams, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.34%
9.86%
$73.828M
127,911 shares@ $577.19 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -2.61%
5.63%
$42.19M
1.375M shares@ $30.69 avg price
VIGI
Vanguard Int Div App Indx Fd
Recent Activity
Decreased -0.66%
5.35%
$40.092M
453,226 shares@ $88.46 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -2.38%
5.16%
$38.625M
108,328 shares@ $356.56 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.41%
5.06%
$37.869M
79,025 shares@ $479.21 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -2.48%
4.97%
$37.222M
173,077 shares@ $215.06 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Decreased -2.67%
4.75%
$35.579M
117,712 shares@ $302.26 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Decreased -0.01%
4.59%
$34.391M
415,601 shares@ $82.75 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 2.02%
4.57%
$34.182M
431,209 shares@ $79.27 avg price
FTCS
First Trust Capital Strength
Recent Activity
Decreased -2.05%
4.47%
$33.48M
360,931 shares@ $92.76 avg price

1-10 of 159