§ 13F · FUND PROFILE
Wealth Advisory Solutions, LLC.
AUM · $487M (13F)Positions · 150Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 60K | $45M | 9.2% | −3% |
| 2 | IJH | ISHARES TR | 398K | $31M | 6.3% | −4% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 136K | $29M | 5.9% | −1% |
| 4 | SPYM | SPDR SERIES TRUST | 328K | $29M | 5.9% | +2% |
| 5 | EFA | ISHARES TR | 193K | $20M | 4.1% | −3% |
| 6 | LLY | ELI LILLY & CO | 16K | $19M | 4.0% | −1% |
| 7 | AMZN | AMAZON COM INC | 65K | $15M | 3.2% | −5% |
| 8 | AAPL | APPLE INC | 49K | $14M | 2.9% | −6% |
| 9 | EEM | ISHARES TR | 165K | $11M | 2.3% | −3% |
| 10 | JPM | JPMORGAN CHASE & CO | 34K | $11M | 2.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Advisory Solutions, LLC is a Other fund managing $487 million in assets. The fund runs a portfolio of 150 positions.
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