Top 50 XP Advisory US, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF Trust | 42.34% | 103.5K | $77.3M | new | $689.37(+12.21%) | 2026-06-30 | |
| QQQ | Invesco QQQ TR Unit Ser 1 | 23.8% | 59.0K | $43.5M | new | $647.34(+11.35%) | 2026-06-30 | |
| VXUS | Vanguard Total Intl Stock Index FD ETF SHS | 13.12% | 280.1K | $23.9M | new | $80.06(+9.02%) | 2026-06-30 | |
| UTES | Etfis Ser TR I Reaves Utils ETF | 6.24% | 139.3K | $11.4M | new | $80.77(-5.30%) | 2026-06-30 | |
| VBIL | Vanguard Instl Index FD 0-3 Mo Treas Bill ETF / / B/E DTD / / Mat | 3.2% | 77.3K | $5.8M | new | $75.65(-0.12%) | 2026-06-30 | |
| KBWB | Invesco Exchange-Traded FD TR II KBW BK ETF | 2.8% | 54.9K | $5.1M | new | $84.69(+16.37%) | 2026-06-30 | |
| GOOG | Alphabet Inc-CL C | 1.23% | 6.4K | $2.2M | new | $313.24(+11.89%) | 2026-06-30 | |
| SJNK | SPDR Ser TR Bloomberg Barclays Short Term High Yield BD ETF | 0.7% | 50.9K | $1.3M | new | $24.91(-0.27%) | 2026-06-30 | |
| ACWI | iShares TR MSCI Acwi ETF | 0.62% | 7.2K | $1.1M | new | $145.58(+10.91%) | 2026-06-30 | |
| EAGL | The 2023 ETF Ser TR Eagle Cap Select Equity ETF | 0.41% | 23.4K | $753K | new | $30.85(+14.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
XP Advisory US, Inc. reports $182.57M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are SPY (42.3%), QQQ (23.8%) and VXUS (13.1%). The top 20 holdings account for 97.04% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from XP Advisory US, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2147967). View XP Advisory US, Inc.’s 13F filings on SEC