account_balance

Investment manager · 13F filer · SEC CIK 2147967

XP Advisory US, Inc.

Reported value$226Mas of Sep 30, 2026

Positions76 2 new, 7 sold out

Top 10 weight94.6%SPY alone is 41%

FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPYSPDR S&P 500 ETF Trust

41.2%Added +18%

QQQInvesco QQQ Tr

21.5%Added +11%

VXUSVanguard Star FDS

13.2%Added +25%

UTESEtfis Ser Tr I

5.0%Added +16%

KBWBInvesco Exch Traded Fd Tr II

4.4%Added +107%

ACWIiShares Tr

3.8%Added +649%

VBILVanguard Instl Index Fd

2.3%

GOOG1.6%MSFT0.9%META0.8%AMZN

SPYSPDR S&P 500 ETF Trust

41.2%Added +18%

QQQInvesco QQQ Tr

21.5%+11%

VXUSVanguard Star FDS

13.2%Added +25%

UTESEtfis Ser Tr I

5.0%

KBWB4.4%

ACWI3.8%

VBIL

GOOG

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 41.2% Added +18%

QQQ Invesco QQQ Tr 21.5% Added +11%

VXUS Vanguard Star FDS 13.2% Added +25%

UTES Etfis Ser Tr I 5.0% Added +16%

KBWB Invesco Exch Traded Fd Tr II 4.4% Added +107%

ACWI iShares Tr 3.8% Added +649%

VBIL Vanguard Instl Index Fd 2.3% Trimmed −13%

GOOG Alphabet Inc. 1.6% Added +62%MSFT Microsoft Corp 0.9% Added +954%META Meta Platforms, Inc. 0.8% Added +802%AMZN Amazon.com Inc 0.8% Added +386%

SJNK SPDR Series Trust 0.6% Added +10%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Jul 30, 2026 filing

add_circleNew

HYS $81.5K
EXI $757

arrow_upwardAdded

MSFT +954%
META +802%
ACWI +649%
AMZN +386%

arrow_downwardTrimmed

VBIL −13%
SMMU −4%

remove_circleSold out

EAGL $753K
JGLO $389K
CHRD $58.9K
DIS $57.3K

XP Advisory US, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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