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.
Holland Advisory Services, Inc. (CIK 1890183) reported $74.6M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($21.5M, 28.80%), IJH ($17.9M, 23.95%), IJR ($9.9M, 13.22%), VTI ($2.5M, 3.30%), AAPL ($1.9M, 2.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $21.5M | 28.80% | 32,907 | Added |
| 2 | IJH | ISHARES TR | $17.9M | 23.95% | 264,692 | Trimmed |
| 3 | IJR | ISHARES TR | $9.9M | 13.22% | 79,384 | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $2.5M | 3.30% | 7,686 | Trimmed |
| 5 | AAPL | APPLE INC | $1.9M | 2.60% | 7,652 | Added |
| 6 | MSFT | MICROSOFT CORP | $1.2M | 1.65% | 3,322 | Added |
| 7 | PM | PHILIP MORRIS INTL INC | $1.2M | 1.54% | 6,972 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $1.1M | 1.52% | 3,862 | Added |
| 9 | IWP | ISHARES TR | $1.1M | 1.51% | 8,825 | Added |
| 10 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.0M | 1.35% | 17,060 | New |
| 11 | IEFA | ISHARES TR | $988,854 | 1.32% | 10,923 | Trimmed |
| 12 | WMT | WALMART INC | $869,123 | 1.16% | 6,993 | Trimmed |
| 13 | XOM | EXXON MOBIL CORP | $832,691 | 1.12% | 4,908 | Hold |
| 14 | MCD | MCDONALDS CORP | $775,582 | 1.04% | 2,496 | Trimmed |
| 15 | CAT | CATERPILLAR INC | $612,583 | 0.82% | 865 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $593,682 | 0.80% | 2,429 | Added |
| 17 | VTV | VANGUARD INDEX FDS | $575,953 | 0.77% | 2,936 | Trimmed |
| 18 | CVX | CHEVRON CORPORATION | $543,515 | 0.73% | 2,627 | Hold |
| 19 | PG | PROCTER & GAMBLE CO | $540,261 | 0.72% | 3,740 | Added |
| 20 | AMGN | AMGEN INC | $518,093 | 0.69% | 1,472 | Added |
| 21 | MO | ALTRIA GROUP INC | $508,814 | 0.68% | 7,710 | Hold |
| 22 | DELL | DELL TECHNOLOGIES INC | $465,115 | 0.62% | 2,834 | Added |
| 23 | IVW | ISHARES TR | $462,950 | 0.62% | 4,093 | Added |
| 24 | MDLZ | MONDELEZ INTL INC | $444,268 | 0.60% | 7,708 | Added |
| 25 | BRO | BROWN & BROWN INC | $419,118 | 0.56% | 6,427 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31