§ 13F · FUND PROFILE
Wealth Advisory Solutions, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $412.8T (13F)Positions · 138Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.8T 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 JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 61K | $41.4T | 9.6% | ±0% |
| 2 | IJH | ISHARES TR | 424K | $28.0T | 6.5% | ±0% |
| 3 | SPYM | SPDR SERIES TRUST | 320K | $25.7T | 6.0% | −2% |
| 4 | LLY | ELI LILLY & CO | 22K | $23.6T | 5.5% | −1% |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 112K | $21.4T | 5.0% | +64% |
| 6 | AAPL | APPLE INC | 54K | $14.5T | 3.4% | −1% |
| 7 | EFA | ISHARES TR | 150K | $14.4T | 3.4% | ±0% |
| 8 | AMZN | AMAZON COM INC | 59K | $13.5T | 3.2% | −1% |
| 9 | JPM | JPMORGAN CHASE & CO. | 36K | $11.5T | 2.7% | −1% |
| 10 | GLDM | WORLD GOLD TR | 133K | $11.3T | 2.6% | −2% |
§ 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 $412821.9 trillion in assets. The fund runs a portfolio of 138 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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed