account_balance
Investment manager · 13F filer · SEC CIK 1102062
AmeriServ Wealth Advisors
Reported value$126Mas of Sep 30, 2026
Positions50 1 new, 5 sold out
Top 10 weight84.9%VOO alone is 61%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
60.8%Trimmed −11%
IEIiShares Tr
4.9%Trimmed −34%
IEFiShares Tr
4.8%Trimmed −36%
ASRVAmeriserv Financial Inc
3.3%
LLYELI Lilly & Co
2.5%−3%
AAPLApple Inc.
2.3%
VGSHVanguard Scottsdale FDS
2.1%−30%
NVDANVIDIA Corp
1.7%
IGSBiShares Tr
1.6%
IWM1.1%
QQQ1.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 60.8% Trimmed −11%
IEI iShares Tr 4.9% Trimmed −34%
IEF iShares Tr 4.8% Trimmed −36%
ASRV Ameriserv Financial Inc 3.3% HeldLLY ELI Lilly & Co 2.5% Trimmed −3%AAPL Apple Inc. 2.3% HeldVGSH Vanguard Scottsdale FDS 2.1% Trimmed −30%
NVDA NVIDIA Corp 1.7% Trimmed −11%IGSB iShares Tr 1.6% Trimmed −35%
IWM iShares Tr 1.1% Trimmed −11%
QQQ Invesco QQQ Tr 1.1% Trimmed −23%
VGLT Vanguard Scottsdale FDS 0.8% Trimmed −47%
What changed
Biggest moves since Jun 30, 2026
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