account_balance
Investment manager · 13F filer · SEC CIK 1834802
Wealth Advisory Solutions, LLC
Reported value$484Mas of Sep 30, 2026
Positions149 7 new, 8 sold out
Top 10 weight46.6%SPY alone is 9%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
9.4%
SPYMSPDR Series Trust
5.9%Trimmed −2%
IJHiShares Tr
5.9%
RSPInvesco Exchange Traded Fd T
5.8%
EFAiShares Tr
4.1%
LLYELI Lilly & Co
3.9%
AAPLApple Inc.
3.4%
AMZNAmazon.com Inc
3.3%
MSFTMicrosoft Corp
2.4%−3%
JPMJPMorgan Chase & Co
2.3%
EEMiShares Tr
2.3%
GLDMWorld Gold Trust
2.0%
SPYSPDR S&P 500 ETF Trust
9.4%
SPYMSPDR Series Trust
5.9%−2%
IJHiShares Tr
5.9%
RSPInvesco Exchange Traded Fd T
5.8%
EFAiShares Tr
4.1%
LLYELI Lilly & Co
3.9%
AAPLApple Inc.
3.4%
AMZNAmazon.com Inc
3.3%
MSFTJPM2.3%EEM2.3%
GLDMBoxes 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
SPY SPDR S&P 500 ETF Trust 9.4% Held
SPYM SPDR Series Trust 5.9% Trimmed −2%
IJH iShares Tr 5.9% Held
RSP Invesco Exchange Traded Fd T 5.8% Held
EFA iShares Tr 4.1% Held
LLY ELI Lilly & Co 3.9% HeldAAPL Apple Inc. 3.4% HeldAMZN Amazon.com Inc 3.3% HeldMSFT Microsoft Corp 2.4% Trimmed −3%JPM JPMorgan Chase & Co 2.3% HeldEEM iShares Tr 2.3% Held
GLDM World Gold Trust 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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