account_balance
Investment manager · 13F filer · SEC CIK 2115523
Advisortrust Partners, LLC
Reported value$318Mas of Sep 30, 2026
Positions207 24 new, 16 sold out
Top 10 weight32.1%SPY alone is 5%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
5.2%
AVGOBroadcom Inc.
4.2%Added +2%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.4%
AAPLApple Inc.
3.3%
QQQInvesco QQQ Tr
3.2%Trimmed −3%
JPMJPMorgan Chase & Co
3.1%
EEMiShares Tr
2.6%
IYZiShares Tr
2.6%
WMTWalmart Inc.
2.3%Trimmed −3%
JNJJohnson & Johnson
2.2%+5%
MRKMerck & Co., Inc.
2.1%+7%
VFMFVanguard Wellington Fd
2.0%Added +5%
SPYSPDR S&P 500 ETF Trust
5.2%
AVGOBroadcom Inc.
4.2%Added +2%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.4%
AAPLApple Inc.
3.3%
QQQInvesco QQQ Tr
3.2%−3%
JPMJPMorgan Chase & Co
3.1%
EEMiShares Tr
2.6%
IYZiShares Tr
2.6%
WMTWalmart Inc.
2.3%
JNJ2.2%MRK2.1%VFMF
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
SPY SPDR S&P 500 ETF Trust 5.2% HeldAVGO Broadcom Inc. 4.2% Added +2%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.4% HeldAAPL Apple Inc. 3.3% Held
QQQ Invesco QQQ Tr 3.2% Trimmed −3%
JPM JPMorgan Chase & Co 3.1% HeldEEM iShares Tr 2.6% Held
IYZ iShares Tr 2.6% Held
WMT Walmart Inc. 2.3% Trimmed −3%JNJ Johnson & Johnson 2.2% Added +5%MRK Merck & Co., Inc. 2.1% Added +7%VFMF Vanguard Wellington Fd 2.0% Added +5%
What changed
Biggest moves since Jun 30, 2026
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