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.
Wealth Advisory Solutions, LLC (CIK 1834802) reported $448.8M across 142 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($40.2M, 8.95%), IJH ($28.1M, 6.26%), RSP ($26.5M, 5.90%), SPLG ($24.7M, 5.50%), EFA ($19.3M, 4.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $40.2M | 8.95% | 61,756 | Added |
| 2 | IJH | ISHARES TR | $28.1M | 6.26% | 416,032 | Trimmed |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $26.5M | 5.90% | 137,926 | Added |
| 4 | SPLG | SPDR SERIES TRUST | $24.7M | 5.50% | 322,447 | Added |
| 5 | EFA | ISHARES TR | $19.3M | 4.31% | 198,969 | Added |
| 6 | LLY | ELI LILLY & CO | $15.1M | 3.36% | 16,388 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $14.2M | 3.16% | 68,169 | Added |
| 8 | AAPL | APPLE INC | $13.3M | 2.97% | 52,524 | Trimmed |
| 9 | PEP | PEPSICO INC | $11.5M | 2.55% | 73,734 | Added |
| 10 | GLDM | WORLD GOLD TR | $11.1M | 2.48% | 119,983 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $10.1M | 2.25% | 34,365 | Trimmed |
| 12 | EEM | ISHARES TR | $9.6M | 2.15% | 169,670 | New |
| 13 | BND | VANGUARD BD INDEX FDS | $8.6M | 1.93% | 117,441 | Added |
| 14 | MSFT | MICROSOFT CORP | $7.2M | 1.61% | 19,522 | Added |
| 15 | MUB | ISHARES TR | $7.1M | 1.57% | 66,482 | Trimmed |
| 16 | QQQ | INVESCO QQQ TR | $6.9M | 1.54% | 11,964 | Trimmed |
| 17 | XLI | SELECT SECTOR SPDR TR | $6.7M | 1.49% | 41,307 | New |
| 18 | CB | CHUBB LTD SWITZ | $5.9M | 1.31% | 18,057 | Added |
| 19 | AMLP | ALPS ETF TR | $5.8M | 1.30% | 110,740 | Added |
| 20 | APD | AIR PRODUCTS AND CHEMICALS I | $5.5M | 1.23% | 19,078 | Trimmed |
| 21 | UBER | UBER TECHNOLOGIES INC | $5.5M | 1.22% | 76,203 | Added |
| 22 | TMUS | T-MOBILE US INC | $5.3M | 1.19% | 25,348 | Added |
| 23 | SPMD | SPDR SERIES TRUST | $5.3M | 1.18% | 89,331 | Added |
| 24 | HD | HOME DEPOT INC | $4.9M | 1.09% | 14,857 | Added |
| 25 | VTV | VANGUARD INDEX FDS | $4.8M | 1.07% | 24,551 | Added |
Source: SEC Form 13F filings · as of 2026-03-31