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Advisory Solutions Group, LLC

hedge fundUpdated 43 days ago

Managed by Advisory Solutions Group, Llc • Latest filing Q2 2026

Portfolio value
$294.7M
Q2 2026
Filings
1
Quarterly 13F history
Top-10 concentration
99.1%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Top holdings

206 positions as of Q2 2026

View filing
S
1.SPY

STATE STR SPDR S&P 500 ETF T

Value
$23.4M
Shares
31.4K
% Port
7.95%
S

SELECT SECTOR SPDR TR

Value
$13.8M
Shares
72.4K
% Port
4.68%
V

VANGUARD INDEX FDS

Value
$10.8M
Shares
112.3K
% Port
3.67%
E

ISHARES TR

Value
$9M
Shares
12.0K
% Port
3.06%
?
5.N/A

COLUMBIA SELIGM PREM TECH GR

Value
$8.7M
Shares
160.9K
% Port
2.94%
V

VANGUARD SCOTTSDALE FDS

Value
$8M
Shares
135.3K
% Port
2.71%
Q
7.QQQ

INVESCO QQQ TR

Value
$7.5M
Shares
10.1K
% Port
2.53%
B

BLACKROCK ETF TRUST

Value
$6.5M
Shares
236.1K
% Port
2.22%
V

VANGUARD INDEX FDS

Value
$5.8M
Shares
15.7K
% Port
1.97%
L
10.LLY

ELI LILLY & CO

Value
$5.4M
Shares
4.5K
% Port
1.83%
V
11.VGES

VANGUARD INDEX FDS

Value
$5.3M
Shares
24.4K
% Port
1.81%
G
12.GOF

GUGGENHEIM STRATEGIC OPPORTU

Value
$5.2M
Shares
472.1K
% Port
1.75%
S

SCHWAB STRATEGIC TR

Value
$4.8M
Shares
143.0K
% Port
1.64%
V
14.VGES

VANGUARD INDEX FDS

Value
$4.7M
Shares
6.8K
% Port
1.58%
A
15.AAPL

APPLE INC

Value
$4.6M
Shares
16.0K
% Port
1.57%
V
16.VGES

VANGUARD SCOTTSDALE FDS

Value
$4.3M
Shares
51.8K
% Port
1.45%
C
17.CRF

CORNERSTONE TOTAL RETURN FD

Value
$4.3M
Shares
594.2K
% Port
1.45%
S

SELECT SECTOR SPDR TR

Value
$4.1M
Shares
76.9K
% Port
1.39%
V
19.VGES

VANGUARD STAR FDS

Value
$4M
Shares
46.4K
% Port
1.34%
I
20.IVZ

INVESCO ACTVELY MNGD ETC FD

Value
$3.8M
Shares
241.3K
% Port
1.30%

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