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.
AmeriServ Wealth Advisors (CIK 1102062) reported $156.7M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($75.0M, 47.88%), IEF ($14.7M, 9.37%), IEI ($14.3M, 9.12%), VGSH ($5.8M, 3.72%), IGSB ($5.0M, 3.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $75.0M | 47.88% | 125,540 | Trimmed |
| 2 | IEF | ISHARES TR | $14.7M | 9.37% | 153,851 | Trimmed |
| 3 | IEI | ISHARES TR | $14.3M | 9.12% | 120,458 | Trimmed |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | $5.8M | 3.72% | 99,678 | Trimmed |
| 5 | IGSB | ISHARES TR | $5.0M | 3.17% | 94,402 | Trimmed |
| 6 | VGLT | VANGUARD SCOTTSDALE FDS | $3.3M | 2.11% | 59,785 | Trimmed |
| 7 | ASRV | AMERISERV FINL INC | $3.2M | 2.05% | 889,090 | Added |
| 8 | LLY | ELI LILLY & CO | $2.6M | 1.65% | 2,804 | Trimmed |
| 9 | AAPL | APPLE INC | $2.2M | 1.43% | 8,819 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $1.8M | 1.14% | 10,230 | Trimmed |
| 11 | IWM | ISHARES TR | $1.6M | 1.01% | 6,388 | Trimmed |
| 12 | IGIB | ISHARES TR | $1.5M | 0.94% | 27,594 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $1.3M | 0.86% | 2,327 | Trimmed |
| 14 | XLB | SELECT SECTOR SPDR TR | $1.3M | 0.83% | 25,941 | Trimmed |
| 15 | XLK | SELECT SECTOR SPDR TR | $1.2M | 0.75% | 8,800 | Trimmed |
| 16 | XLU | SELECT SECTOR SPDR TR | $1.1M | 0.72% | 24,692 | Trimmed |
| 17 | WMT | WALMART INC | $1.1M | 0.68% | 8,539 | Trimmed |
| 18 | GLD | SPDR GOLD TR | $852,403 | 0.54% | 1,981 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $850,279 | 0.54% | 2,297 | Trimmed |
| 20 | DBMF | LITMAN GREGORY FDS TR | $849,717 | 0.54% | 28,183 | Trimmed |
| 21 | XLI | SELECT SECTOR SPDR TR | $768,701 | 0.49% | 4,753 | Trimmed |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $755,293 | 0.48% | 758 | Trimmed |
| 23 | IVV | ISHARES TR | $753,804 | 0.48% | 1,154 | Hold |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $710,820 | 0.45% | 1,093 | Trimmed |
| 25 | IWR | ISHARES TR | $703,847 | 0.45% | 7,239 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31