account_balance
Investment manager · 13F filer · SEC CIK 925953
Investment Advisory Services Inc
Reported value$355Mas of Sep 30, 2026
Positions135 4 new, 9 sold out
Top 10 weight49.3%QQQ alone is 11%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
11.4%
VIGVanguard Specialized Funds
11.2%Added +4%
MSFTMicrosoft Corp
5.2%
AAPLApple Inc.
4.4%
COWZPacer FDS Tr
3.4%
FFLGFidelity Covington Trust
3.1%Added +16%
WMTWalmart Inc.
2.9%
FESMFidelity Covington Trust
2.6%Added +100%
FDVVFidelity Covington Trust
2.5%Added +21%
SCHDSchwab Strategic Tr
2.5%
FMDEFidelity Covington Trust
2.4%Added +111%
XOMExxonMobil Holdings Corp
2.3%
QQQInvesco QQQ Tr
11.4%
VIGVanguard Specialized Funds
11.2%Added +4%
MSFTMicrosoft Corp
5.2%
AAPLApple Inc.
4.4%
COWZ3.4%
FFLG3.1%
WMTWalmart Inc.
2.9%
FESMFidelity Covington Trust
2.6%
FDVV2.5%
SCHD2.5%
FMDE2.4%
XOM2.3%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
QQQ Invesco QQQ Tr 11.4% Held
VIG Vanguard Specialized Funds 11.2% Added +4%
MSFT Microsoft Corp 5.2% HeldAAPL Apple Inc. 4.4% HeldCOWZ Pacer FDS Tr 3.4% Held
FFLG Fidelity Covington Trust 3.1% Added +16%
WMT Walmart Inc. 2.9% HeldFESM Fidelity Covington Trust 2.6% Added +100%
FDVV Fidelity Covington Trust 2.5% Added +21%
SCHD Schwab Strategic Tr 2.5% Added +5%
FMDE Fidelity Covington Trust 2.4% Added +111%
XOM ExxonMobil Holdings Corp 2.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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