account_balance

Investment manager · 13F filer · SEC CIK 2147643

Advisory Solutions Group, LLC

Reported value$292Mas of Jun 30, 2026
Positions202
Top 10 weight33.9%SPY alone is 8%
FiledJul 2929 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

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
SPY State STR SPDR S&P 500 ETF T 8.0%
XLK Select Sector SPDR Tr 4.7%
VNQ Vanguard Index FDS 3.7%
IVV iShares Tr 3.1%
STK Columbia Seligm Prem Tech Gr 3.0%
VGIT Vanguard Scottsdale FDS 2.7%
QQQ Invesco QQQ Tr 2.6%
BDYN BlackRock ETF Trust 2.2%
VTI Vanguard Index FDS 2.0%
LLY Eli Lilly & Co 1.8%
VTV Vanguard Index FDS 1.8%
GOF Guggenheim Strategic Opportu 1.8%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast