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 | 9.45% | 60.0K | $45.7M | -0.16%(-95) | $428.32(+78.95%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 5.93% | 320.0K | $28.7M | -2.45%(-8.05K) | $52.15(+73.02%) | 2026-09-30 | |
| IJH | ISHARES TR | 5.9% | 397.1K | $28.6M | -0.26%(-1.04K) | $45.79(+58.07%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.85% | 136.1K | $28.3M | -0.02%(-30) | $178.92(+19.27%) | 2026-09-30 | |
| EFA | ISHARES TR | 4.14% | 193.1K | $20.1M | -0.09%(-165) | $85.09(+20.90%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 3.87% | 16.2K | $18.7M | -0.09%(-14) | $336.14(+268.99%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.38% | 49.1K | $16.4M | -0.59%(-290) | $121.29(+182.74%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.34% | 64.9K | $16.2M | -0.15%(-99) | $163.26(+60.75%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.41% | 22.7K | $11.7M | -3.30%(-776) | $345.47(+54.43%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.31% | 33.8K | $11.2M | -0.61%(-208) | $137.38(+142.78%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.53% | +54.21% | +8.57% | +50.87% |
| Top 20 Holdings Unweighted | +14.08% | +48.48% | +8.26% | +48.68% |
Wealth Advisory Solutions LLC reports $484.10M in US-listed equity holdings across 149 positions in its most recent 13F filing. Its largest disclosed positions are SPY (9.4%), SPYM (5.9%) and IJH (5.9%). The top 20 holdings account for 62.52% of reported assets. Its disclosed equity book has returned +54.21% 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 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