account_balance

Investment manager · 13F filer · SEC CIK 2147643

Advisory Solutions Group, LLC

Reported value$292Mas of Jun 30, 2026
Positions202
Top 10 weight33.9%SPY alone is 8%
FiledJul 2929 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

The top 10 stocks are 33.9% of this fund. 192 other stocks make up the rest.

SPY State STR SPDR S&P 500 ETF T 8.0% XLK Select Sector SPDR Tr 4.7% VNQ Vanguard Index FDS 3.7% IVV iShares Tr 3.1% STK Columbia Seligm Prem Tech Gr 3.0% VGIT Vanguard Scottsdale FDS 2.7% QQQ Invesco QQQ Tr 2.6% BDYN BlackRock ETF Trust 2.2% VTI Vanguard Index FDS 2.0% LLY Eli Lilly & Co 1.8%
192 other stocks66.1%

Bar length compares each stock with the biggest holding. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K).

This is data, not investment advice. About StockToast