§ 13F · FUND PROFILE
AmeriServ Wealth Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $202.3T (13F)Positions · 106Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 127K | $79.9T | 46.4% | −1% |
| 2 | IEF | ISHARES TR | 165K | $15.9T | 9.2% | −31% |
| 3 | IEI | ISHARES TR | 129K | $15.4T | 8.9% | −29% |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | 107K | $6.3T | 3.7% | −31% |
| 5 | IGSB | ISHARES TR | 104K | $5.5T | 3.2% | −28% |
| 6 | VGLT | VANGUARD SCOTTSDALE FDS | 66K | $3.7T | 2.1% | −62% |
| 7 | LLY | ELI LILLY & CO | 3K | $3.1T | 1.8% | ±0% |
| 8 | ASRV | AMERISERV FINL INC | 889K | $2.8T | 1.6% | ±0% |
| 9 | AAPL | APPLE INC | 7K | $2.0T | 1.2% | −5% |
| 10 | NVDA | NVIDIA CORPORATION | 10K | $1.8T | 1.0% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AMERISERV SIGNAL
AC read
AmeriServ Wealth Advisors is a Other fund managing $202305.6 trillion in assets. The fund runs a portfolio of 106 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed