Wealth Advisory Solutions, LLC
Wealth Advisory Solutions, LLC reported 150 positions worth $487.1M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: SPY (9.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $44.9M | 9.21% | 60,067 | — | — | |
| ▸ 2 | IJH | SH | $30.7M | 6.30% | 398,148 | — | — | |
| ▸ 3 | RSP | SH | $29.0M | 5.95% | 136,135 | — | — | |
| ▸ 4 | SPYM | SH | $28.8M | 5.92% | 328,030 | — | — | |
| ▸ 5 | EFA | SH | $20.1M | 4.12% | 193,267 | — | — | |
| ▸ 6 | LLY | SH | $19.4M | 3.99% | 16,214 | — | — | |
| ▸ 7 | AMZN | SH | $15.5M | 3.18% | 64,956 | — | — | |
| ▸ 8 | AAPL | SH | $14.3M | 2.94% | 49,424 | — | — | |
| ▸ 9 | EEM | SH | $11.3M | 2.32% | 164,903 | — | — | |
| ▸ 10 | JPM | SH | $11.1M | 2.29% | 34,035 | — | — |
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Frequently Asked Questions
What stocks does Wealth Advisory Solutions, LLC hold as of Q2 2026?
Wealth Advisory Solutions, LLC reported 150 positions worth $487.1M in its Q2 2026 13F filing. Largest positions: SPY (9.2%), IJH (6.3%), RSP (5.9%), SPYM (5.9%) and EFA (4.1%).
What did Wealth Advisory Solutions, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wealth Advisory Solutions, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.