StockDriftsStockDriftsTop 50 Investment Advisory Services INC Tx Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11.43% | 54.9K | $40.6M | +1.85%(+996) | $361.53(+99.50%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 11.2% | 170.5K | $39.8M | +3.73%(+6.13K) | $138.76(+76.45%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.25% | 36.3K | $18.6M | +0.49%(+178) | $164.23(+223.53%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.41% | 47.0K | $15.7M | +1.68%(+776) | $84.25(+311.97%) | 2026-09-30 | |
| COWZ | PACER FDS TR | 3.45% | 183.3K | $12.2M | +1.96%(+3.53K) | $51.57(+36.84%) | 2026-09-30 | |
| FFLG | FIDELITY COVINGTON TRUST | 3.08% | 321.5K | $10.9M | +15.51%(+43.17K) | $22.20(+47.08%) | 2026-09-30 | |
| WMT | WALMART INC | 2.88% | 98.4K | $10.2M | -0.85%(-844) | $41.25(+189.29%) | 2026-09-30 | |
| FESM | FIDELITY COVINGTON TRUST | 2.6% | 205.2K | $9.2M | +99.73%(+102.46K) | $41.48(+10.11%) | 2026-09-30 | |
| FDVV | FIDELITY COVINGTON TRUST | 2.53% | 147.8K | $9.0M | +21.36%(+26.02K) | $54.14(+15.51%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.51% | 274.3K | $8.9M | +5.17%(+13.49K) | $25.36(+38.51%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.66% | +50.74% | +9.53% | +57.64% |
| Top 20 Holdings Unweighted | +13.20% | +45.07% | +8.18% | +48.15% |
Investment Advisory Services INC Tx reports $355.12M in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (11.4%), VIG (11.2%) and MSFT (5.3%). The top 20 holdings account for 65.81% of reported assets. Its disclosed equity book has returned +50.74% on a three-year cumulative basis. 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 Investment Advisory Services INC Tx’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 925953). View Investment Advisory Services INC Tx’s 13F filings on SEC