Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Advisory Services Network, LLC (CIK 1573876) reported $7.52B across 4,726 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($222.8M, 2.96%), NVDA ($216.8M, 2.88%), WMT ($155.9M, 2.07%), IVV ($152.5M, 2.03%), PWR ($126.1M, 1.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $222.8M | 2.96% | 877,937 | Added |
| 2 | NVDA | NVIDIA CORPORATION COM | $216.8M | 2.88% | 1.2M | Trimmed |
| 3 | WMT | WALMART INC COM | $155.9M | 2.07% | 1.3M | Trimmed |
| 4 | IVV | ISHARES S&P 500 ETF | $152.5M | 2.03% | 233,462 | Added |
| 5 | PWR | QUANTA SVCS INC COM | $126.1M | 1.68% | 229,657 | Added |
| 6 | SPY | STATE STREET SPDR S&P 500 ETF | $122.5M | 1.63% | 188,330 | Trimmed |
| 7 | MSFT | MICROSOFT CORP COM | $112.8M | 1.50% | 304,801 | Added |
| 8 | AMZN | AMAZON COM INC COM | $112.1M | 1.49% | 538,299 | Added |
| 9 | QQQ | INVESCO QQQ TRUST ETF | $94.0M | 1.25% | 162,844 | Added |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $76.3M | 1.01% | 265,464 | Added |
| 11 | AVGO | BROADCOM INC COM | $70.3M | 0.94% | 227,280 | Trimmed |
| 12 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $69.4M | 0.92% | 216,463 | Added |
| 13 | JPM | JPMORGAN CHASE & CO COM | $52.4M | 0.70% | 178,106 | Added |
| 14 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $50.6M | 0.67% | 502,206 | Added |
| 15 | LLY | ELI LILLY & CO COM | $46.6M | 0.62% | 50,669 | Added |
| 16 | META | META PLATFORMS INC CL A | $46.3M | 0.62% | 80,853 | Added |
| 17 | XOM | EXXON MOBIL CORP COM | $46.4M | 0.62% | 273,429 | Added |
| 18 | ACIO | APTUS COLLARED INVESTMENT OPPORTUNITY ETF | $44.5M | 0.59% | 1.1M | Added |
| 19 | GOOG | ALPHABET INC CAP STK CL C | $42.6M | 0.57% | 148,585 | Added |
| 20 | VTV | VANGUARD VALUE ETF | $40.6M | 0.54% | 206,998 | Added |
| 21 | ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | $40.6M | 0.54% | 1.2M | Trimmed |
| 22 | IJR | ISHARES CORE S&P SMALL-CAP ETF | $38.2M | 0.51% | 306,945 | Trimmed |
| 23 | BIL | SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF | $37.8M | 0.50% | 412,336 | Trimmed |
| 24 | TSLA | TESLA INC COM | $36.9M | 0.49% | 99,196 | Added |
| 25 | GLD | SPDR GOLD ETF | $35.5M | 0.47% | 82,463 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31