American Financial Advisors, LLC

RIA/Wealth

American Financial Advisors, LLC is a RIA/Wealth based in Marietta, GA led by Michael David Stark, reporting $895.1M in AUM as of Q3 2025 with 80% ETF concentration, 55% concentrated in top 10 holdings, and minimal technology exposure.

CEOMichael David Stark

Portfolio Value: $774.4M
Positions: 157
Top Holding: QQQ at 10.37%
Last Reported: Q3 2025

Address2551 Roswell Road, Suite 310, Marietta, GA, 30062, United States

Top Holdings

Largest long holdings in American Financial Advisors, LLC's portfolio (54.8% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Invesco QQQ Trust QQQ	ETF ETF	$80.3M	10.37%	+$12.3M Bought	— 133.7K shares	Q4 2018 Held for 6y 11m
2 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$41.9M	5.42%	-$757.6K Sold	0.00% 83.4K shares	Q3 2023 Held for 2y 2m
3 iShares Russell 1000 IWB	ETF ETF	$41.8M	5.40%	-$1.0M Sold	— 114.5K shares	Q4 2018 Held for 6y 11m
4 Vanguard International Dividend Appreciation VIGI	ETF ETF	$41.6M	5.38%	+$3.8M Bought	— 464.9K shares	Q4 2022 Held for 2y 11m
5 Vanguard Dividend Appreciation VIG	Unknown Unknown	$39.8M	5.14%	-$3.3M Sold	— 184.4K shares	Q4 2022 Held for 2y 11m
6 Schwab US Dividend Equity SCHD	ETF ETF	$38.1M	4.92%	+$8.5M Bought	— 1.4M shares	Q4 2019 Held for 5y 11m
7 Vanguard Small-Cap Growth VBK	ETF ETF	$38.0M	4.91%	-$965.5K Sold	— 127.6K shares	Q4 2018 Held for 6y 11m
8 First Trust Capital Strength FTCS	ETF ETF	$35.4M	4.57%	+$963.9K Bought	— 378.3K shares	Q1 2019 Held for 6y 8m
9 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$33.9M	4.38%	+$4.4M Bought	— 403.5K shares	Q1 2023 Held for 2y 8m
10 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$33.2M	4.28%	+$1.5M Bought	— 415.0K shares	Q1 2021 Held for 4y 8m

See all holdings

GthenH

Changes

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

See all changes

GthenC

Market Value

$774.4M

Prior: $714.1M

Q/Q Change

+8.44%

+$60.3M

Net Flows % of MV

+2.97%

Turnover Ratio

5.93%

New Purchases

4 stocks

$1.3M

Added To

61 stocks

+$55.9M

Sold Out Of

9 stocks

$3.4M

Reduced Holdings

78 stocks

-$30.9M

Increased Positions

Position	Shares Δ	Change
1 Nebius Group N.V. NBIS	New	0 → 5.0K +$564.7K
2 iShares Bitcoin Trust IBIT	New	0 → 4.4K +$284.7K
3 VanEck Morningstar Wide Moat ETF MOAT	New	0 → 2.4K +$233.3K
4 YALL God Bless America YALL	New	0 → 4.8K +$215.6K
5 JPIE JPMorgan Income JPIE	+1,427.45%	16.8K → 257.3K +$11.2M

Decreased Positions

Position	Shares Δ	Change
1 Invesco S&P 500 Equal Weight ETF RSP	Sold	5.9K → 0 −$1.1M
2 iShares Core MSCI Emerging Markets IEMG	Sold	7.7K → 0 −$463.5K
3 Invesco S&P MidCap Momentum XMMO	Sold	3.4K → 0 −$443.5K
4 Vanguard Intermediate-Term Treasury VGIT	Sold	5.0K → 0 −$300.6K
5 iShares S&P Small-Cap 600 Value IJS	Sold	2.4K → 0 −$240.7K