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American Alpha Advisors, LLC
American Alpha Advisors, LLC is an independent investment advisory firm based in New York, NY, founded in 2019. With 2 employees, the firm manages assets for high net worth individuals, charities, and corporate entities. American Alpha Advisors operates under SEC registration and serves primarily U.S.-based clients.
Investment Strategy
American Alpha Advisors, LLC focuses on actively managing investment portfolios for high net worth individuals and select institutions. The firm emphasizes differentiated active management, seeking alpha generation through tailored strategies and careful security selection. Their approach is primarily discretionary, offering personalized portfolios aligned with clients’ risk profiles, financial goals, and unique circumstances.
Latest 13F Filing Activity
American Alpha Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 80 equity positions and 3 options positions with a total 13F market value of $128M. The fund increased holdings in Schwab Strategic TR, Goldman Sachs Etf TR, Pacer FDS TR among other positions. American Alpha Advisors, LLC reduced exposure to Proshares TR, Pacer FDS TR, Invesco Exchange Traded FD T among others.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EFA | ISHARES TR | 8.26% | $10.5M | 117,998 | $76.03 | $89.39 | +$378.4K |
G GSAT | GLOBALSTAR INC | 7.99% | $10.2M | 433,338 | $21.17 | $23.55 | +$2.2M |
S SCHD | SCHWAB STRATEGIC TR | 7.64% | $9.8M | 368,164 | $26.50 | $26.50 | +$9.8M |
S SPY | SPDR S&P 500 ETF TR | 4.17% | $5.3M | 8,619 | $574.95 | $617.85 | +$634.2K |
P PHYL | PGIM ETF TR | 4.02% | $5.1M | 144,702 | $35.72 | $35.49 | -$799.1K |
Options Positions (3)
Industry Allocation
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