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Annex Advisory Services, LLC

Q2 2026 13F filing

Updated 63 days ago

356 disclosed positions worth $5.9B

Portfolio value
$5.9B
Total holdings
356
New positions
27
Closed positions
45
Increased
138
Decreased
180
Turnover
20.2%
Filed
2026-07-10

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

VICTORY PORTFOLIOS II

+6.9%
Value
$410.8M
Shares
18.91M
% Port
7.01%
?
2.N/A

GOLDMAN SACHS ETF TR

+10.9%
Value
$282.7M
Shares
6.19M
% Port
4.83%
?
3.N/A

AMERICAN CENTY ETF TR

+5.0%
Value
$259.4M
Shares
2.03M
% Port
4.43%
?
4.N/A

ALPS ETF TR

+14.6%
Value
$237.8M
Shares
9.24M
% Port
4.06%
?
5.N/A

DIMENSIONAL ETF TRUST

+17.6%
Value
$225.3M
Shares
4.36M
% Port
3.85%
?
6.N/A

ISHARES TR

+108.5%
Value
$214.8M
Shares
2.84M
% Port
3.67%
?
7.N/A

DIMENSIONAL ETF TRUST

+5.5%
Value
$170.3M
Shares
4.13M
% Port
2.91%
?
8.N/A

AMERICAN CENTY ETF TR

+1.0%
Value
$149.5M
Shares
1.55M
% Port
2.55%
?
9.N/A

AMERICAN CENTY ETF TR

-3.3%
Value
$134.2M
Shares
1.50M
% Port
2.29%
N
10.NVDA

NVIDIA CORPORATION

-18.9%
Value
$131.4M
Shares
656.9K
% Port
2.24%
A
11.AAPL

APPLE INC

-1.4%
Value
$131.3M
Shares
453.9K
% Port
2.24%
?
12.N/A

DIMENSIONAL ETF TRUST

+8.2%
Value
$99.2M
Shares
2.66M
% Port
1.69%
G

ALPHABET INC

-0.6%
Value
$95M
Shares
265.7K
% Port
1.62%
A
14.ADI

ANALOG DEVICES INC

-1.5%
Value
$94M
Shares
236.8K
% Port
1.61%
?
15.N/A

INVESCO EXCH TRADED FD TR II

+5.3%
Value
$91.2M
Shares
4.21M
% Port
1.56%
?
16.N/A

DIMENSIONAL ETF TRUST

+8.0%
Value
$91.2M
Shares
2.27M
% Port
1.56%
?
17.N/A

VANGUARD SCOTTSDALE FDS

+13989.5%
Value
$89.7M
Shares
1.63M
% Port
1.53%
?
18.N/A

INVESCO EXCH TRADED FD TR II

+4.8%
Value
$89.4M
Shares
3.33M
% Port
1.53%
M
19.MSFT

MICROSOFT CORP

-1.5%
Value
$87.8M
Shares
235.3K
% Port
1.50%
A
20.AMZN

AMAZON COM INC

-24.9%
Value
$84.6M
Shares
355.0K
% Port
1.44%
T
21.TKO

TKO GROUP HOLDINGS INC

+1.3%
Value
$84.3M
Shares
418.6K
% Port
1.44%
A
22.AVGO

BROADCOM INC

-4.3%
Value
$81.4M
Shares
215.4K
% Port
1.39%
V
23.V

VISA INC

-1.9%
Value
$78.5M
Shares
228.9K
% Port
1.34%
?
24.N/A

ISHARES TR

+9.6%
Value
$74.7M
Shares
1.48M
% Port
1.27%
?
25.N/A

INVESCO EXCH TRADED FD TR II

+94.4%
Value
$70.3M
Shares
756.3K
% Port
1.20%
M

MORGAN STANLEY

-2.6%
Value
$70.2M
Shares
335.7K
% Port
1.20%
T
27.TPL

TEXAS PACIFIC LAND CORPORATI

+104.5%
Value
$67.2M
Shares
153.5K
% Port
1.15%
?
28.N/A

SPDR SERIES TRUST

Value
$66.3M
Shares
573.8K
% Port
1.13%
N

NEXTERA ENERGY INC

+13.9%
Value
$62.4M
Shares
711.0K
% Port
1.07%
M
30.META

META PLATFORMS INC

-2.8%
Value
$62.1M
Shares
110.2K
% Port
1.06%
?
31.N/A

ISHARES TR

+11.5%
Value
$55.7M
Shares
625.3K
% Port
0.95%
F

LIBERTY MEDIA CORP DEL

+28.9%
Value
$53.9M
Shares
566.4K
% Port
0.92%
A

ASML HLDG NV

-42.7%
Value
$49.1M
Shares
24.7K
% Port
0.84%
?
34.N/A

VICTORY CAP HLDGS INC DEL

-1.7%
Value
$48.9M
Shares
582.0K
% Port
0.84%
F
35.FCX

FREEPORT MCMORAN INC

-4.6%
Value
$47.6M
Shares
756.2K
% Port
0.81%
E
36.ETHA

ISHARES INC

+7.7%
Value
$46.7M
Shares
637.2K
% Port
0.80%
P
37.PM

PHILIP MORRIS INTL INC

+150.8%
Value
$46.4M
Shares
256.5K
% Port
0.79%
V
38.VRT

VERTIV HOLDINGS CO

+3.4%
Value
$44.4M
Shares
132.8K
% Port
0.76%
V
39.VGES

VANGUARD INDEX FDS

-1.3%
Value
$43.8M
Shares
118.4K
% Port
0.75%
B

BANK OF AMER CORP

-0.3%
Value
$42M
Shares
736.4K
% Port
0.72%
?
41.N/A

SPDR SERIES TRUST

+3.1%
Value
$40.3M
Shares
254.8K
% Port
0.69%
O
42.ORLY

OREILLY AUTOMOTIVE INC

-2.6%
Value
$39M
Shares
423.7K
% Port
0.67%
U
43.UBER

UBER TECHNOLOGIES INC

-2.1%
Value
$37.9M
Shares
525.3K
% Port
0.65%
D
44.DE

DEERE & CO

+11031.7%
Value
$36.9M
Shares
58.2K
% Port
0.63%
C
45.COST

COSTCO WHOLESALE CORPORATION

-3.5%
Value
$36.2M
Shares
38.7K
% Port
0.62%
I
46.ISRG

INTUITIVE SURGICAL INC

+37.4%
Value
$36.2M
Shares
90.9K
% Port
0.62%
?
47.N/A

PIMCO ETF TR

+58.7%
Value
$35.7M
Shares
1.34M
% Port
0.61%
?
48.N/A

PETROLEO BRASILEIRO S A

+2.4%
Value
$35.3M
Shares
2.18M
% Port
0.60%
E
49.EXPE

EXPEDIA GROUP INC

-40.8%
Value
$35M
Shares
136.7K
% Port
0.60%
?
50.N/A

GREEN BRICK PARTNERS INC

-20.5%
Value
$35M
Shares
437.0K
% Port
0.60%