StockDriftsStockDriftsTop 50 Ameritas Advisory Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.51% | 430.3K | $124.5M | +41.82%(+126.89K) | $245.71(+24.28%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 2.27% | 2.23M | $112.7M | +118.07%(+1.21M) | $50.57(+0.07%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 1.84% | 766.0K | $91.1M | +78.82%(+337.62K) | $98.35(+24.94%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.81% | 119.8K | $89.7M | +148.96%(+71.67K) | $662.63(+17.55%) | 2026-06-30 | |
| IWF | ISHARES TR | 1.77% | 708.4K | $88.0M | +88.54%(+332.68K) | $104.45(+18.13%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.5% | 99.7K | $74.5M | +117.44%(+53.86K) | $640.09(+21.13%) | 2026-06-30 | |
| IHDG | WISDOMTREE TR | 1.48% | 1.40M | $73.4M | +44.04%(+428.55K) | $48.09(+12.33%) | 2026-06-30 | |
| RECS | COLUMBIA ETF TR I | 1.47% | 1.68M | $72.8M | +139.81%(+980.39K) | $39.91(+14.04%) | 2026-06-30 | |
| FDRR | FIDELITY COVINGTON TRUST | 1.43% | 1.09M | $70.9M | +52.30%(+375.23K) | $57.61(+21.65%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.39% | 1.52M | $69.0M | +93.98%(+735.24K) | $45.67(-1.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.00% | +48.16% | — | — | +39.05% |
| Top 20 Holdings Unweighted | +14.11% | +48.57% | — | — | +38.04% |
Ameritas Advisory Services LLC reports $4.96B in US-listed equity holdings across 1,942 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (2.5%), JAAA (2.3%) and SPYG (1.8%). The top 20 holdings account for 28.52% of reported assets. Its disclosed equity book has returned +48.16% on a three-year cumulative basis. Figures reflect the Q2 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 Ameritas Advisory Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1901275). View Ameritas Advisory Services LLC’s 13F filings on SEC