account_balance
Investment manager · 13F filer · SEC CIK 2055645
Breakthru Advisory Services, LLC
Reported value$29.6Mas of Sep 30, 2026
Positions18 6 new, 2 sold out
Top 10 weight91.1%SPY alone is 19%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
18.6%
JMTGJ P Morgan Exchange Traded F
13.9%
EFAiShares Tr
12.7%
IWMiShares Tr
11.9%
ESNNorthern LTS Fd Tr II
9.5%Added +17%
IVViShares Tr
7.1%Trimmed −18%
SGOViShares Tr
6.2%
BUFRFirst Tr Exchng Traded Fd Vi
6.0%
QQQInvesco QQQ Tr
3.3%Trimmed −42%
XAR1.9%
SCHZ1.7%
AMZN1.7%SPYSPDR S&P 500 ETF Trust
18.6%
JMTGJ P Morgan Exchange Traded F
13.9%
EFAiShares Tr
12.7%
IWMiShares Tr
11.9%
ESNNorthern LTS Fd Tr II
9.5%+17%
IVViShares Tr
7.1%
SGOViShares Tr
6.2%
BUFR6.0%
QQQ3.3%
XAR
AMZNBoxes 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 18.6% Held
JMTG J P Morgan Exchange Traded F 13.9% Held
EFA iShares Tr 12.7% Held
IWM iShares Tr 11.9% Held
ESN Northern LTS Fd Tr II 9.5% Added +17%
IVV iShares Tr 7.1% Trimmed −18%
SGOV iShares Tr 6.2% Held
BUFR First Tr Exchng Traded Fd Vi 6.0% Held
QQQ Invesco QQQ Tr 3.3% Trimmed −42%
XAR SPDR Series Trust 1.9% Trimmed −9%
SCHZ Schwab Strategic Tr 1.7% Added +19%
AMZN Amazon.com Inc 1.7% NewWhat changed
Biggest moves since Jun 30, 2026
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