DOSSIER · 13F Holders · Q1 2026
GWPAX

AMERICAN FDS PORTFOLIO SER GRO

3 institutions still hold AMERICAN FDS PORTFOLIO SER GRO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02630R781·3 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$27K
visible holders
Holders
3
filers reporting
Concentration
78.27%
McIlrath & Eck, LLC #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported GWPAX in Q1 2026. McIlrath & Eck, LLC leads at 78.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
McIlrath & Eck, LLC
CIK 0001701714
$21K7770.00%Q1 2026
02
Financial Gravity Companies, Inc.
CIK 0001377167
$3K990.00%Q2 2026
03
Financial Gravity Asset Management, Inc.
CIK 0001741736
$3K990.00%Q1 2026