§ 13F · FUND PROFILE
Wealth Advisory Solutions, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $413M (13F)Positions · 138Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 62K | $40M | 8.9% | +2% |
| 2 | IJH | ISHARES TR | 416K | $28M | 6.3% | −2% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 138K | $26M | 5.9% | +23% |
| 4 | SPYM | SPDR SERIES TRUST | 322K | $25M | 5.5% | ±0% |
| 5 | EFA | ISHARES TR | 199K | $19M | 4.3% | +32% |
| 6 | LLY | ELI LILLY & CO | 16K | $15M | 3.4% | −25% |
| 7 | AMZN | AMAZON COM INC | 68K | $14M | 3.2% | +16% |
| 8 | AAPL | APPLE INC | 53K | $13M | 3.0% | −2% |
| 9 | PEP | PEPSICO INC | 74K | $11M | 2.6% | +1% |
| 10 | GLDM | WORLD GOLD TR | 120K | $11M | 2.5% | −10% |
§ 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 $413 million in assets. The fund runs a portfolio of 138 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed