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Ameritas Advisory Services, LLC

hedge fundUpdated 27 days ago

Managed by Ameritas Advisory Services, Llc • Latest filing Q2 2026

Portfolio value
$5B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
11.4%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$2B
Q2 2023$778.1M
Q3 2023$2B
Q4 2023$1.8B
Q1 2024$2.4B
Q2 2024$2.7B
Q3 2024$2.3B
Q4 2024$2.9B
Q1 2025$2.5B
Q2 2025$1.9B
Q3 2025$1.5B
Q4 2025$2.7B
Q1 2026$2.6B
Q2 2026$5B

Top holdings

1,942 positions as of Q2 2026

View filing
A

APPLE INC

Value
$124.5M
Shares
430.3K
% Port
2.51%
N
2.NOC

JANUS DETROIT STR TR

Value
$112.7M
Shares
2.23M
% Port
2.27%
S

SPDR SERIES TRUST

Value
$91.1M
Shares
766.0K
% Port
1.84%
E

ISHARES TR

Value
$89.7M
Shares
119.8K
% Port
1.81%
E

ISHARES TR

Value
$88M
Shares
708.4K
% Port
1.77%
S
6.SPY

STATE STR SPDR S&P 500 ETF T

Value
$74.5M
Shares
99.7K
% Port
1.50%
B

WISDOMTREE TR

Value
$73.4M
Shares
1.40M
% Port
1.48%
?
8.N/A

COLUMBIA ETF TR I

Value
$72.8M
Shares
1.68M
% Port
1.47%
F
9.FIS

FIDELITY COVINGTON TRUST

Value
$70.9M
Shares
1.09M
% Port
1.43%
F
10.FIS

FIDELITY MERRIMACK STR TR

Value
$69M
Shares
1.52M
% Port
1.39%
V
11.VGES

VANGUARD INDEX FDS

Value
$66M
Shares
96.1K
% Port
1.33%
E
12.ETHA

ISHARES TR

Value
$65.9M
Shares
192.2K
% Port
1.33%
N
13.NVDA

NVIDIA CORPORATION

Value
$62.7M
Shares
313.1K
% Port
1.26%
V
14.VGES

VANGUARD WORLD FD

Value
$57.5M
Shares
481.0K
% Port
1.16%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$53.8M
Shares
1.09M
% Port
1.09%
?
16.N/A

STARBOARD INVT TR

Value
$51.9M
Shares
1.50M
% Port
1.05%
E
17.ETHA

BLACKROCK ETF TRUST

Value
$48.7M
Shares
716.5K
% Port
0.98%
?
18.N/A

PGIM ETF TR

Value
$48.1M
Shares
937.9K
% Port
0.97%
V
19.VGES

VANGUARD INDEX FDS

Value
$47.8M
Shares
219.2K
% Port
0.96%
V
20.VGES

VANGUARD INDEX FDS

Value
$45.8M
Shares
123.8K
% Port
0.92%

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