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AMERICAN ALPHA ADVISORS, LLC 13F portfolio summary

AMERICAN ALPHA ADVISORS, LLC of AMERICAN ALPHA ADVISORS, LLC has 95 current stock holdings with a reported portfolio value of $185.1M. The portfolio 1 year return is +33.38%. Top holdings include EFA (6.93%), SCHD (6.63%), VTV (4.26%), ECOW (3.41%), GPIX (3.28%).

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AMERICAN ALPHA ADVISORS, LLC

AMERICAN ALPHA ADVISORS, LLC
Latest filing: 2026-06-30

AMERICAN ALPHA ADVISORS, LLC runs AMERICAN ALPHA ADVISORS, LLC and currently holds 95 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $185.11M. Their top holdings are EFA, SCHD, VTV, ECOW, GPIX. The top five represent 24.5% of reported portfolio weight. AMERICAN ALPHA ADVISORS, LLC ranks #705 out of 1000 investors tracked by Alpha Score. In the most recent quarter, AMERICAN ALPHA ADVISORS, LLC initiated 4 new positions. They added to 50 existing positions. They trimmed 14 positions. Their current best-performing preview position is AMD with returns of +185.56%.

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Top 5 Holdings
EFA6.9%
SCHD6.6%
VTV4.3%
ECOW3.4%
GPIX3.3%
Top 5: 24.5%
Portfolio Returns
1 Year
+33.38%
#309/1000
3 Year
+45.86%
#705/1000
5 Year
+45.86%
#703/1000

Portfolio Value

$185.11M

Alpha Score

39.8

#705 of 1000

Holdings

95

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95 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
EFA
ISHARES TR
6.93%$77.15$108.26+40.32%
Added
+3.19%
SCHD
SCHWAB STRATEGIC TR
6.63%$26.61$35.11+31.94%
Added
+1.25%
VTV
VANGUARD INDEX FDS
4.26%$188.72$226.35+19.94%
Added
+31.15%
ECOW
PACER FDS TR
3.41%$23.16$27.96+20.73%
Added
+15.98%
GPIX
GOLDMAN SACHS ETF TR
3.28%$50.03$56.09+12.11%
Added
+3.60%
AMD
ADVANCED MICRO DEVICES INC
3.24%$157.81$473.25+199.89%
Added
+0.93%
DT
DTH
WISDOMTREE TR
3.22%$47.59$58.95+23.87%
Added
+13.15%
LVHI
LEGG MASON ETF INVT
3.21%$33.25$42.95+29.17%
Added
+10.54%
VB
VANGUARD INDEX FDS
3.19%$224.16$304.74+35.95%
Added
+1.58%
SPY
STATE STR SPDR S&P 500 ETF T
3.13%$574.95$765.62+33.16%
Trimmed
-0.51%

Showing 1-10 of 95