American Alpha Advisors, LLC logo

American Alpha Advisors, LLC

RIA/Wealth

American Alpha Advisors, LLC is a RIA/Wealth based in Richmond, VA led by Mark Douglas Leimberger, reporting $231.4M in AUM as of Q3 2025 with 66% ETF concentration and 53% concentrated in top 10 holdings.

CEOMark Douglas Leimberger
Portfolio Value
$136.8M
Positions
84
Top Holding
GSAT at 11.52%
Last Reported
Q3 2025
Address3951 Westerre Parkway, Suite 130, Richmond, VA, 23233, United States

Top Holdings

Largest long holdings in American Alpha Advisors, LLC's portfolio (53.5% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Telecommunications Services
Communication Services
$15.8M
11.52%
0.34%
433.3K shares
ETF
ETF
$11.1M
8.09%
+$47.8K
Bought
118.5K shares
ETF
ETF
$10.3M
7.49%
+$202.8K
Bought
375.6K shares
ETF
ETF
$5.6M
4.07%
-$175.2K
Sold
8.4K shares
ETF
ETF
$5.4M
3.93%
+$5.7K
Bought
102.9K shares
ETF
ETF
$5.3M
3.89%
+$147.6K
Bought
148.8K shares
ETF
ETF
$5.1M
3.74%
+$189.2K
Bought
140.7K shares
ETF
ETF
$4.9M
3.58%
+$361.6K
Bought
141.1K shares
Household & Personal Products
Consumer Defensive
$4.9M
3.58%
-$529.9K
Sold
0.07%
37.0K shares
ETF
ETF
$4.9M
3.56%
-$9.9K
Sold
19.2K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in American Alpha Advisors, LLC's latest filing

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Market Value
$136.8M
Prior: $123.1M
Q/Q Change
+11.15%
+$13.7M
Net Flows % of MV
+1.51%
Turnover Ratio
7.97%
New Purchases
6 stocks
$3.3M
Added To
31 stocks
+$8.6M
Sold Out Of
3 stocks
$3.5M
Reduced Holdings
40 stocks
-$6.4M

Increased Positions

PositionShares Δ
New
New
New
New
5
Oklo logo
Oklo
OKLO
New

Decreased Positions

PositionShares Δ
Sold
2
Nvidia logo
Nvidia
NVDA
Sold
Sold
-90.39%
-33.33%

Analytics

Portfolio insights and performance metrics for American Alpha Advisors, LLC

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Sector Allocation

ETF: 66.10%ETFCommunication Services: 13.70%Communication ServicesConsumer Defensive: 4.80%Technology: 4.70%Energy: 3.30%Healthcare: 2.70%Consumer Cyclical: 1.90%Financial Services: 1.60%Industrials: 0.80%Basic Materials: 0.30%Utilities: 0.20%
ETF
66.10%
Communication Services
13.70%
Consumer Defensive
4.80%
Technology
4.70%
Energy
3.30%
Healthcare
2.70%
Consumer Cyclical
1.90%
Financial Services
1.60%
Industrials
0.80%
Basic Materials
0.30%
Utilities
0.20%

Market Cap Distribution

Mega Cap (> $200B): 5.43%Large Cap ($10B - $200B): 12.13%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 16.12%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 0.05%Nano Cap (< $50M): 0.21%N/A (ETF or Unknown): 66.07%N/A (ETF or Unknown)
Mega Cap (> $200B)
5.43%
Large Cap ($10B - $200B)
12.13%
Mid Cap ($2B - $10B)
16.12%
Small Cap ($300M - $2B)
0.05%
Nano Cap (< $50M)
0.21%
N/A (ETF or Unknown)
66.07%

Portfolio Concentration

Top 10 Holdings %
53.46%
Top 20 Holdings %
76.21%
Top 50 Holdings %
92.13%
Top 100 Holdings %
100.0%

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