Wealth Advisory Solutions, LLC: 13F holdings
CIK 18348022026Q2
| Positions | 150 |
|---|---|
| Reported value | $487.1m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 60,067 | $44.9m | 9.2% |
| IJH ISHARES TR | 398,148 | $30.7m | 6.3% |
| RSP INVESCO EXCHANGE TRADED FD T | 136,135 | $29.0m | 5.9% |
| SPYM SPDR SERIES TRUST | 328,030 | $28.8m | 5.9% |
| EFA ISHARES TR | 193,267 | $20.1m | 4.1% |
| LLY ELI LILLY & CO | 16,214 | $19.4m | 4.0% |
| AMZN AMAZON COM INC | 64,956 | $15.5m | 3.2% |
| AAPL APPLE INC | 49,424 | $14.3m | 2.9% |
| EEM ISHARES TR | 164,903 | $11.3m | 2.3% |
| JPM JPMORGAN CHASE & CO | 34,035 | $11.1m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1834802")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.