StockDriftsStockDriftsTop 50 Wealth Advisory Solutions, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 9.21% | 60.1K | $44.9M | -2.73%(-1.69K) | $428.32(+81.02%) | 2026-06-30 | |
| IJH | ISHARES TR | 6.3% | 398.1K | $30.7M | -4.30%(-17.88K) | $45.79(+71.54%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.95% | 136.1K | $29.0M | -1.30%(-1.79K) | $178.92(+23.94%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 5.92% | 328.0K | $28.8M | +1.73%(+5.58K) | $52.15(+74.98%) | 2026-06-30 | |
| EFA | ISHARES TR | 4.12% | 193.3K | $20.1M | -2.87%(-5.70K) | $85.09(+27.70%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.99% | 16.2K | $19.4M | -1.06%(-174) | $336.14(+250.86%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.18% | 65.0K | $15.5M | -4.71%(-3.21K) | $163.26(+60.80%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.94% | 49.4K | $14.3M | -5.90%(-3.10K) | $121.29(+151.77%) | 2026-06-30 | |
| EEM | ISHARES TR | 2.32% | 164.9K | $11.3M | -2.81%(-4.77K) | $55.75(+21.44%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.29% | 34.0K | $11.1M | -0.96%(-330) | $137.38(+165.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.18% | +52.80% | +9.91% | +60.41% |
| Top 20 Holdings Unweighted | +13.93% | +47.86% | +9.17% | +55.08% |
Wealth Advisory Solutions, LLC reports $487.14M in US-listed equity holdings across 150 positions in its most recent 13F filing. Its largest disclosed positions are SPY (9.2%), IJH (6.3%) and RSP (6.0%). The top 20 holdings account for 62.73% of reported assets. Its disclosed equity book has returned +52.80% 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.
Sign up free to track Wealth Advisory Solutions, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Wealth Advisory Solutions, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1834802). View Wealth Advisory Solutions, LLC’s 13F filings on SEC