StockDriftsStockDriftsTop 50 Investment Advisory Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11.42% | 53.9K | $39.7M | +3.26%(+1.70K) | $354.56(+106.60%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 11.2% | 164.4K | $38.9M | +1.90%(+3.07K) | $135.17(+81.29%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.88% | 36.1K | $13.5M | -1.37%(-503) | $162.86(+198.46%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.85% | 46.3K | $13.4M | -0.12%(-54) | $80.45(+279.61%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.64% | 223.7K | $12.6M | -15.35%(-40.56K) | $56.21(+2.98%) | 2026-06-30 | |
| WMT | WALMART INC | 3.24% | 99.2K | $11.2M | -0.26%(-255) | $41.25(+178.59%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 3.22% | 179.8K | $11.2M | +3.82%(+6.62K) | $51.32(+36.25%) | 2026-06-30 | |
| FFLG | FIDELITY COVINGTON TRUST | 2.78% | 278.4K | $9.7M | +6.48%(+16.94K) | $20.31(+66.28%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.38% | 260.8K | $8.3M | +3.13%(+7.92K) | $25.01(+37.41%) | 2026-06-30 | |
| IUSG | ISHARES TR | 2.22% | 41.0K | $7.7M | -0.03%(-12) | $102.37(+89.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.80% | +43.53% | +9.00% | +53.85% |
| Top 20 Holdings Unweighted | +12.08% | +40.79% | +7.79% | +45.48% |
Investment Advisory Services INC reports $347.18M in US-listed equity holdings across 140 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (11.4%), VIG (11.2%) and MSFT (3.9%). The top 20 holdings account for 64.04% of reported assets. Its disclosed equity book has returned +43.53% 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 Investment Advisory Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 925953). View Investment Advisory Services INC’s 13F filings on SEC