American Financial Advisors, LLC
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$749.5M
Holdings
159
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Q4 2025: Sold 3.0% (133.7k → 129.7k shares)
9.9%
02
$SCHD
SCHWAB STRATEGIC TR
Q4 2025: Increased +1.1% (1.40M → 1.41M shares)
5.6%
03
$VIGI
VANGUARD WHITEHALL FDS
Q4 2025: Sold 1.9% (464.9k → 456.2k shares)
5.3%
04
$IWB
ISHARES TR
Q4 2025: Sold 3.1% (114.5k → 111.0k shares)
5.2%
05
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Sold 3.9% (83.4k → 80.2k shares)
5.1%
06
$VIG
VANGUARD SPECIALIZED FUNDS
Q4 2025: Sold 3.7% (184.4k → 177.5k shares)
5.0%
07
$VBK
VANGUARD INDEX FDS
Q4 2025: Sold 5.2% (127.6k → 120.9k shares)
4.7%
08
$VCIT
VANGUARD SCOTTSDALE FDS
Q4 2025: Increased +3.0% (403.5k → 415.7k shares)
4.6%
09
$VCSH
VANGUARD SCOTTSDALE FDS
Q4 2025: Increased +1.8% (415.0k → 422.7k shares)
4.6%
10
$FTCS
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Sold 2.6% (378.3k → 368.5k shares)
4.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:43 UTC.