Advisory Solutions Group, LLC holds a diversified book of 202 stocks worth $292.2M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). Their largest long position is SS SPDR S&P 500 ETF Trust-US at 8% of the equity book. They also disclosed $2.2M in put options (a bearish bet) and $384K in call options (bullish), shown separately below and excluded from the equity book.
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Use Arkolith to show Advisory Solutions Group, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Advisory Solutions Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $524.3B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $158.9B |
| LPL Financial LLC | 79 / 80 | $105.4B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $94.4B |
| Cetera Investment Advisers | 79 / 80 | $28.0B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $19.0B |
| UBS Group AG | 78 / 80 | $135.0B |
| Rockefeller Capital Management L.P. | 78 / 80 | $18.2B |
Ranked by how many of Advisory Solutions Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $23.4M | 31.4K | 8.0% | ▲New New position | |
| 2 | Select Sector SPDR TR ST STR TECHN ETF | $13.8M | 72.4K | 4.7% | ▲New New position | |
| 3 | Vanguard Index FDS REAL ESTATE ETF | $10.8M | 112.3K | 3.7% | ▲New New position | |
| 4 | Ishares TR CORE S&P500 ETF | $9.0M | 12.0K | 3.1% | ▲New New position | |
| 5 | Columbia Seligm Prem Tech GR COM | $8.7M | 160.9K | 3.0% | ▲New New position | |
| 6 | Vanguard Scottsdale FDS INTER TERM TREAS | $8.0M | 135.3K | 2.7% | ▲New New position | |
| 7 | Invesco QQQ TR UNIT SER 1 | $7.5M | 10.1K | 2.6% | ▲New New position | |
| 8 | BlackRock ETF Trust DYNAMIC EQTY ACT | $6.5M | 236.1K | 2.2% | ▲New New position | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $5.8M | 15.7K | 2.0% | ▲New New position | |
| 10 | Eli Lilly & Co COM | $5.4M | 4.5K | 1.8% | ▲New New position | |
| 11 | Vanguard Index FDS VALUE ETF | $5.3M | 24.4K | 1.8% | ▲New New position | |
| 12 | Guggenheim Strategic Opportu COM SBI | $5.2M | 472.1K | 1.8% | ▲New New position | |
| 13 | Schwab Strategic TR US LCAP GR ETF | $4.8M | 143.0K | 1.7% | ▲New New position | |
| 14 | Vanguard Index FDS S&P 500 ETF SHS | $4.7M | 6.8K | 1.6% | ▲New New position | |
| 15 | Apple Inc COM | $4.6M | 16.0K | 1.6% | ▲New New position | |
| 16 | Vanguard Scottsdale FDS INT-TERM CORP | $4.3M | 51.8K | 1.5% | ▲New New position | |
| 17 | Cornerstone Total Return FD COM | $4.3M | 594.2K | 1.5% | ▲New New position | |
| 18 | Select Sector SPDR TR ST STR ENERG ETF | $4.1M | 76.9K | 1.4% | ▲New New position | |
| 19 | Vanguard Star FDS VG TL INTL STK F | $4.0M | 46.4K | 1.4% | ▲New New position | |
| 20 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $3.8M | 241.3K | 1.3% | ▲New New position | |
| 21 | Ishares TR CORE S&P MCP ETF | $3.7M | 48.5K | 1.3% | ▲New New position | |
| 22 | Eaton Vance Tax-Advantaged G COM | $3.5M | 114.1K | 1.2% | ▲New New position | |
| 23 | Visa Inc COM CL A | $2.9M | 8.5K | 1.0% | ▲New New position | |
| 24 | Microsoft Corp COM | $2.9M | 7.8K | 1.0% | ▲New New position | |
| 25 | Ishares TR CORE UNIVRSL USD | $2.9M | 63.3K | 1.0% | ▲New New position | |
| 26 | Ishares TR MBS ETF | $2.9M | 30.5K | 1.0% | ▲New New position | |
| 27 | Ishares TR CORE MSCI EAFE | $2.8M | 29.2K | 1.0% | ▲New New position | |
| 28 | Select Sector SPDR TR ST STR FINL ETF | $2.7M | 50.7K | 0.9% | ▲New New position | |
| 29 | Eaton Vance Tax-Managed Buy- COM | $2.6M | 175.2K | 0.9% | ▲New New position | |
| 30 | BlackRock ETF Trust ISHARES US EQUIT | $2.5M | 36.7K | 0.9% | ▲New New position | |
| 31 | Ishares TR EAFE VALUE ETF | $2.5M | 32.3K | 0.8% | ▲New New position | |
| 32 | BlackRock ETF Trust ISHA FLEX EQ ETF | $2.4M | 95.3K | 0.8% | ▲New New position | |
| 33 | Ishares Inc CORE MSCI EMKT | $2.4M | 28.9K | 0.8% | ▲New New position | |
| 34 | Ishares TR TIPS BD ETF | $2.3M | 21.5K | 0.8% | ▲New New position | |
| 35 | Ishares TR RUSEL 2500 ETF | $2.3M | 24.9K | 0.8% | ▲New New position | |
| 36 | Ishares TR MSCI USA QLT FCT | $2.3M | 10.3K | 0.8% | ▲New New position | |
| 37 | Ishares TR IBOXX INV CP ETF | $2.2M | 20.5K | 0.8% | ▲New New position | |
| 38 | Ishares TR ESG AWR MSCI USA | $2.1M | 12.9K | 0.7% | ▲New New position | |
| 39 | Ishares TR EAFE GRWTH ETF | $2.0M | 16.3K | 0.7% | ▲New New position | |
| 40 | Ishares TR RUSSELL 2000 ETF | $2.0M | 6.8K | 0.7% | ▲New New position | |
| 41 | Invesco Exchange Traded FD T S&P500 QUALITY | $2.0M | 22.1K | 0.7% | ▲New New position | |
| 42 | Vanguard Charlotte FDS TOTAL INT BD ETF | $2.0M | 40.8K | 0.7% | ▲New New position | |
| 43 | Nvidia Corporation COM | $1.9M | 9.4K | 0.6% | ▲New New position | |
| 44 | SPDR Series Trust ST STR SP500FF | $1.8M | 29.3K | 0.6% | ▲New New position | |
| 45 | Vanguard BD Index FDS TOTAL BND MRKT | $1.7M | 22.9K | 0.6% | ▲New New position | |
| 46 | Vanguard Specialized Funds DIV APP ETF | $1.7M | 7.1K | 0.6% | ▲New New position | |
| 47 | Ishares TR MSCI USA MMENTM | $1.7M | 4.8K | 0.6% | ▲New New position | |
| 48 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $1.7M | 22.1K | 0.6% | ▲New New position | |
| 49 | Amazon Com Inc COM | $1.6M | 6.7K | 0.5% | ▲New New position | |
| 50 | Walmart Inc COM | $1.5M | 13.5K | 0.5% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $1.8M | 2K |
| PUT · bearish | ADVANCED MICRO DEVICESAMD | $407K | 700 |
| CALL · bullish | SIMULATIONS PLUS INCSLP | $264K | 14K |
| CALL · bullish | NVIDIA CORPNVDA | $120K | 600 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 206 | $294.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.