StockDriftsStockDriftsTop 50 Advisory Solutions Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 4.92% | 30.4K | $23.2M | -3.12%(-980) | $689.37(+11.19%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.68% | 22.7K | $17.4M | +88.55%(+10.65K) | $722.65(+6.55%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.54% | 61.3K | $12.0M | -15.35%(-11.11K) | $159.01(+16.95%) | 2026-09-30 | |
| VNQ | VANGUARD INDEX FDS | 2.22% | 116.8K | $10.5M | +4.05%(+4.54K) | $91.92(-1.32%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.21% | 31.3K | $10.4M | +95.60%(+15.30K) | $289.11(+18.62%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.15% | 207.5K | $10.1M | +4227.11%(+202.73K) | $48.98(+0.10%) | 2026-09-30 | |
| STK | COLUMBIA SELIGM PREM TECH GR | 2.06% | 180.2K | $9.7M | +11.97%(+19.25K) | $45.86(+13.50%) | 2026-09-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 2.01% | 98.1K | $9.5M | new | $97.58(-3.75%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.86% | 38.4K | $8.8M | +307.06%(+28.95K) | $206.47(+5.14%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 1.68% | 140.1K | $7.9M | +3.55%(+4.80K) | $59.16(-3.66%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.31% |
| Top 20 Holdings Unweighted | — | — | — | — | +0.60% |
Advisory Solutions Group LLC reports $471.91M in US-listed equity holdings across 291 positions in its most recent 13F filing. Its largest disclosed positions are SPY (4.9%), IVV (3.7%) and XLK (2.5%). The top 20 holdings account for 39.1% of reported assets. Its disclosed equity book has returned +0.31% cumulatively over 1 quarter. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Advisory Solutions Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2147643). View Advisory Solutions Group LLC’s 13F filings on SEC