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.
BREAKTHRU ADVISORY SERVICES, LLC (CIK 2055645) reported $62.4M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($8.9M, 14.29%), JMTG ($4.7M, 7.46%), IWM ($3.9M, 6.22%), EFA ($3.5M, 5.65%), NVDA ($3.1M, 4.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $8.9M | 14.29% | 13,707 | Trimmed |
| 2 | JMTG | J P MORGAN EXCHANGE TRADED F | $4.7M | 7.46% | 91,220 | Added |
| 3 | IWM | ISHARES TR | $3.9M | 6.22% | 15,642 | Hold |
| 4 | EFA | ISHARES TR | $3.5M | 5.65% | 36,260 | Hold |
| 5 | NVDA | NVIDIA CORPORATION | $3.1M | 4.97% | 17,776 | Trimmed |
| 6 | AAPL | APPLE INC | $3.0M | 4.80% | 11,806 | Trimmed |
| 7 | IVV | ISHARES TR | $2.5M | 4.07% | 3,886 | Trimmed |
| 8 | ESN | NORTHERN LTS FD TR II | $2.5M | 3.95% | 140,802 | Trimmed |
| 9 | BUFR | FIRST TR EXCHNG TRADED FD VI | $2.1M | 3.35% | 61,838 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $2.1M | 3.30% | 5,556 | Trimmed |
| 11 | SGOV | ISHARES TR | $2.0M | 3.18% | 19,710 | Hold |
| 12 | QQQ | INVESCO QQQ TR | $1.7M | 2.69% | 2,903 | Added |
| 13 | GOOGL | ALPHABET INC | $1.4M | 2.23% | 4,826 | Trimmed |
| 14 | GOOG | ALPHABET INC | $1.3M | 2.05% | 4,449 | Trimmed |
| 15 | AVGO | BROADCOM INC | $1.2M | 1.96% | 3,950 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $1.2M | 1.95% | 5,826 | Trimmed |
| 17 | NUKZ | EXCHANGE TRADED CONCEPTS TRU | $1.1M | 1.69% | 16,004 | Trimmed |
| 18 | XAR | SPDR SERIES TRUST | $980,363 | 1.57% | 3,860 | Trimmed |
| 19 | META | META PLATFORMS INC | $873,070 | 1.40% | 1,526 | Trimmed |
| 20 | VYM | VANGUARD WHITEHALL FDS | $751,904 | 1.21% | 5,077 | Hold |
| 21 | JPM | JPMORGAN CHASE & CO | $750,990 | 1.20% | 2,553 | Trimmed |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $677,110 | 1.09% | 1,413 | Trimmed |
| 23 | LLY | ELI LILLY & CO | $625,443 | 1.00% | 680 | Trimmed |
| 24 | TSLA | TESLA INC | $595,915 | 0.96% | 1,603 | Trimmed |
| 25 | WMT | WALMART INC | $550,809 | 0.88% | 4,432 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31