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Wealth Advisory Solutions, LLC

Q2 2026 13F filing

Updated 48 days ago

150 disclosed positions worth $487.1M

Portfolio value
$487.1M
Total holdings
150
New positions
18
Closed positions
10
Increased
53
Decreased
63
Turnover
18.7%
Filed
2026-07-24

Full holdings

Every line item disclosed in Q2 2026

S
1.SPY

STATE STR SPDR S&P 500 ETF T

-2.7%
Value
$44.9M
Shares
60.1K
% Port
9.21%
E

ISHARES TR

-4.3%
Value
$30.7M
Shares
398.1K
% Port
6.30%
I
3.IVZ

INVESCO EXCHANGE TRADED FD T

-1.3%
Value
$29M
Shares
136.1K
% Port
5.95%
S

SPDR SERIES TRUST

+1.7%
Value
$28.8M
Shares
328.0K
% Port
5.92%
E

ISHARES TR

-2.9%
Value
$20.1M
Shares
193.3K
% Port
4.12%
L
6.LLY

ELI LILLY & CO

-1.1%
Value
$19.4M
Shares
16.2K
% Port
3.99%
A

AMAZON COM INC

-4.7%
Value
$15.5M
Shares
65.0K
% Port
3.18%
A

APPLE INC

-5.9%
Value
$14.3M
Shares
49.4K
% Port
2.94%
E

ISHARES TR

-2.8%
Value
$11.3M
Shares
164.9K
% Port
2.32%
J

JPMORGAN CHASE & CO

-1.0%
Value
$11.1M
Shares
34.0K
% Port
2.29%
V
11.VGES

VANGUARD BD INDEX FDS

+14.2%
Value
$9.8M
Shares
134.1K
% Port
2.02%
P
12.PEP

PEPSICO INC

-2.9%
Value
$9.7M
Shares
71.6K
% Port
1.99%
G
13.GLD

WORLD GOLD TR

-0.2%
Value
$9.5M
Shares
119.7K
% Port
1.95%
M
14.MSFT

MICROSOFT CORP

+20.5%
Value
$8.8M
Shares
23.5K
% Port
1.80%
E
15.ETHA

ISHARES TR

+22.2%
Value
$8.7M
Shares
81.3K
% Port
1.80%
Q
16.QQQ

INVESCO QQQ TR

-6.2%
Value
$8.3M
Shares
11.2K
% Port
1.70%
S

SELECT SECTOR SPDR TR

-1.3%
Value
$7.6M
Shares
40.8K
% Port
1.55%
S

SPDR SERIES TRUST

+4.6%
Value
$6.3M
Shares
93.5K
% Port
1.30%
?
19.N/A

ALPS ETF TR

+6.4%
Value
$6.1M
Shares
117.8K
% Port
1.25%
C
20.CB

CHUBB LIMITED

-9.3%
Value
$5.6M
Shares
16.4K
% Port
1.15%
A
21.ARCC

SPDR SERIES TRUST

+3.2%
Value
$5.5M
Shares
95.2K
% Port
1.13%
A
22.APD

AIR PRODUCTS AND CHEMICALS I

-2.8%
Value
$5.4M
Shares
18.6K
% Port
1.12%
V
23.VGES

VANGUARD INDEX FDS

+0.2%
Value
$5.4M
Shares
24.6K
% Port
1.10%
H
24.HD

HOME DEPOT INC

+0.5%
Value
$5.3M
Shares
14.9K
% Port
1.08%
U
25.UBER

UBER TECHNOLOGIES INC

-4.3%
Value
$5.3M
Shares
73.0K
% Port
1.08%
E
26.ETHA

ISHARES TR

+0.1%
Value
$4.6M
Shares
20.2K
% Port
0.94%
E
27.ETHA

ISHARES TR

-8.8%
Value
$4.5M
Shares
15.1K
% Port
0.93%
N
28.NFLX

NETFLIX INC.

+73.8%
Value
$4.4M
Shares
61.1K
% Port
0.89%
S

SPDR SERIES TRUST

+4.8%
Value
$4.2M
Shares
46.4K
% Port
0.86%
V
30.VGES

VANGUARD INTL EQUITY INDEX F

-9.8%
Value
$4.1M
Shares
69.5K
% Port
0.85%
?
31.N/A

ISHARES TR

+19.1%
Value
$4.1M
Shares
134.1K
% Port
0.84%
S

SPDR SERIES TRUST

-1.7%
Value
$3.8M
Shares
114.3K
% Port
0.78%
M
33.MRVL

MARVELL TECHNOLOGY INC

-68.2%
Value
$3.7M
Shares
12.5K
% Port
0.76%
N
34.NOW

SERVICENOW INC

Value
$3.7M
Shares
37.4K
% Port
0.76%
C

CAPITAL ONE FINL CORP

-4.2%
Value
$3.6M
Shares
17.8K
% Port
0.73%
I
36.IR

INGERSOLL RAND INC

-0.1%
Value
$3.4M
Shares
41.4K
% Port
0.70%
G
37.GLD

SPDR GOLD TR

+1.9%
Value
$3.3M
Shares
9.0K
% Port
0.68%
V
38.VGES

VANGUARD INDEX FDS

+19.8%
Value
$3.3M
Shares
33.8K
% Port
0.67%
R
39.RQI

COHEN & STEERS QUALITY INCOM

-6.3%
Value
$3.2M
Shares
261.0K
% Port
0.66%
T

T-MOBILE US INC

-24.9%
Value
$3.2M
Shares
19.0K
% Port
0.66%
G

ALPHABET INC

-2.2%
Value
$3M
Shares
8.3K
% Port
0.61%
A

ASML HLDG NV

-2.6%
Value
$2.9M
Shares
1.5K
% Port
0.60%
F
43.FICO

FAIR ISAAC CORP

-35.6%
Value
$2.7M
Shares
2.3K
% Port
0.56%
I

ISHARES TR

-1.6%
Value
$2.7M
Shares
18.4K
% Port
0.56%
A
45.AXP

AMERICAN EXPRESS CO

+156.7%
Value
$2.7M
Shares
7.8K
% Port
0.55%
?
46.N/A

ISHARES TR

-3.4%
Value
$2.6M
Shares
50.9K
% Port
0.53%
E
47.ETHA

ISHARES TR

-1.6%
Value
$2.6M
Shares
61.9K
% Port
0.53%
?
48.N/A

RBB FD INC

+6.4%
Value
$2.4M
Shares
48.5K
% Port
0.50%
E
49.ETHA

ISHARES TR

+3.3%
Value
$2.4M
Shares
10.7K
% Port
0.49%
E
50.ETHA

ISHARES TR

+20.8%
Value
$2.3M
Shares
23.4K
% Port
0.46%