Wealth Advisory Solutions, LLC holds a focused book of 150 stocks worth $487.1M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Servicenow Inc and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 9% of the equity book. Cloning the disclosed picks since 2024 would be +18% (+9.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1834802/holdings"
Use Arkolith to show Wealth Advisory Solutions, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Wealth Advisory Solutions, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
36% 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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wealth Advisory Solutions, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $508.0B |
| JPMORGAN CHASE & CO | 80 / 80 | $435.0B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $153.7B |
| LPL Financial LLC | 80 / 80 | $91.6B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $73.7B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $71.8B |
| Cetera Investment Advisers | 80 / 80 | $22.3B |
| Rockefeller Capital Management L.P. | 80 / 80 | $18.1B |
Ranked by how many of Wealth Advisory Solutions, 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 | $44.9M | 60.1K | 9.2% | ▼−2.7% Reduced · −2K sh | |
| 2 | Ishares TR CORE S&P MCP ETF | $30.7M | 398.1K | 6.3% | ▼−4.3% Reduced · −18K sh | |
| 3 | Invesco Exchange Traded FD T S&P500 EQL WGT | $29.0M | 136.1K | 5.9% | ▼−1.3% Reduced · −2K sh | |
| 4 | SPDR Series Trust ST STR P500ETF | $28.8M | 328.0K | 5.9% | ▲+1.7% Added · +6K sh | |
| 5 | Ishares TR MSCI EAFE ETF | $20.1M | 193.3K | 4.1% | ▼−2.9% Reduced · −6K sh | |
| 6 | Eli Lilly & Co COM | $19.4M | 16.2K | 4.0% | ▼−1.1% Reduced · −174 sh | |
| 7 | Amazon Com Inc COM | $15.5M | 65.0K | 3.2% | ▼−4.7% Reduced · −3K sh | |
| 8 | Apple Inc COM | $14.3M | 49.4K | 2.9% | ▼−5.9% Reduced · −3K sh | |
| 9 | Ishares TR MSCI EMG MKT ETF | $11.3M | 164.9K | 2.3% | ▼−2.8% Reduced · −5K sh | |
| 10 | JPMorgan Chase & Co COM | $11.1M | 34.0K | 2.3% | ▼−1.0% Reduced · −330 sh | |
| 11 | Vanguard BD Index FDS TOTAL BND MRKT | $9.8M | 134.1K | 2.0% | ▲+14% Added · +17K sh | |
| 12 | Pepsico Inc COM | $9.7M | 71.6K | 2.0% | ▼−2.9% Reduced · −2K sh | |
| 13 | World Gold TR SPDR GLD MINIS | $9.5M | 119.7K | 2.0% | ▼−0.2% Reduced · −268 sh | |
| 14 | Microsoft Corp COM | $8.8M | 23.5K | 1.8% | ▲+20% Added · +4K sh | |
| 15 | Ishares TR NATIONAL MUN ETF | $8.7M | 81.3K | 1.8% | ▲+22% Added · +15K sh | |
| 16 | Invesco QQQ TR UNIT SER 1 | $8.3M | 11.2K | 1.7% | ▼−6.2% Reduced · −741 sh | |
| 17 | Select Sector SPDR TR ST STR INDL ETF | $7.6M | 40.8K | 1.6% | ▼−1.3% Reduced · −541 sh | |
| 18 | SPDR Series Trust ST STR P400MID | $6.3M | 93.5K | 1.3% | ▲+4.6% Added · +4K sh | |
| 19 | ALPS ETF TR ALERIAN MLP | $6.1M | 117.8K | 1.3% | ▲+6.4% Added · +7K sh | |
| 20 | Chubb Limited COM | $5.6M | 16.4K | 1.1% | ▼−9.3% Reduced · −2K sh | |
| 21 | SPDR Series Trust ST STR SP600 SML | $5.5M | 95.2K | 1.1% | ▲+3.2% Added · +3K sh | |
| 22 | Air Products And Chemicals I COM | $5.4M | 18.6K | 1.1% | ▼−2.8% Reduced · −526 sh | |
| 23 | Vanguard Index FDS VALUE ETF | $5.4M | 24.6K | 1.1% | ▲+0.2% Added · +54 sh | |
| 24 | Home Depot Inc COM | $5.3M | 14.9K | 1.1% | ▲+0.5% Added · +78 sh | |
| 25 | Uber Technologies Inc COM | $5.3M | 73.0K | 1.1% | ▼−4.3% Reduced · −3K sh | |
| 26 | Ishares TR S&P 500 VAL ETF | $4.6M | 20.2K | 0.9% | ▲+0.1% Added · +12 sh | |
| 27 | Ishares TR RUSSELL 2000 ETF | $4.5M | 15.1K | 0.9% | ▼−8.8% Reduced · −1K sh | |
| 28 | Netflix Inc. COM | $4.4M | 61.1K | 0.9% | ▲+74% Added · +26K sh | |
| 29 | SPDR Series Trust ST STR PR SP1500 | $4.2M | 46.4K | 0.9% | ▲+4.8% Added · +2K sh | |
| 30 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $4.1M | 69.5K | 0.9% | ▼−9.8% Reduced · −8K sh | |
| 31 | Ishares TR PFD AND INCM SEC | $4.1M | 134.1K | 0.8% | ▲+19% Added · +21K sh | |
| 32 | SPDR Series Trust ST INTER BD ETF | $3.8M | 114.3K | 0.8% | ▼−1.7% Reduced · −2K sh | |
| 33 | Marvell Technology Inc COM | $3.7M | 12.5K | 0.8% | ▼−68% Reduced · −27K sh | |
| 34 | Servicenow Inc COM | $3.7M | 37.4K | 0.8% | ▲New New position | |
| 35 | Capital One Finl Corp COM | $3.6M | 17.8K | 0.7% | ▼−4.2% Reduced · −788 sh | |
| 36 | Ingersoll Rand Inc COM | $3.4M | 41.4K | 0.7% | ▼−0.1% Reduced · −36 sh | |
| 37 | SPDR Gold TR GOLD SHS | $3.3M | 9.0K | 0.7% | ▲+1.9% Added · +170 sh | |
| 38 | Vanguard Index FDS REAL ESTATE ETF | $3.3M | 33.8K | 0.7% | ▲+20% Added · +6K sh | |
| 39 | Cohen & Steers Quality Incom COM | $3.2M | 261.0K | 0.7% | ▼−6.3% Reduced · −18K sh | |
| 40 | T-Mobile US Inc COM | $3.2M | 19.0K | 0.7% | ▼−25% Reduced · −6K sh | |
| 41 | Alphabet Inc CAP STK CL A | $3.0M | 8.3K | 0.6% | ▼−2.2% Reduced · −189 sh | |
| 42 | ASML Hldg NV N Y REGISTRY SHS | $2.9M | 1.5K | 0.6% | ▼−2.6% Reduced · −39 sh | |
| 43 | Fair Isaac Corp COM | $2.7M | 2.3K | 0.6% | ▼−36% Reduced · −1K sh | |
| 44 | Ishares TR S&P MC 400VL ETF | $2.7M | 18.4K | 0.6% | ▼−1.6% Reduced · −309 sh | |
| 45 | American Express Co COM | $2.7M | 7.8K | 0.5% | ▲+157% Added · +5K sh | |
| 46 | Ishares TR CORE INTL AGGR | $2.6M | 50.9K | 0.5% | ▼−3.4% Reduced · −2K sh | |
| 47 | Ishares TR INTL SEL DIV ETF | $2.6M | 61.9K | 0.5% | ▼−1.6% Reduced · −1K sh | |
| 48 | RBB FD Inc F/M US TREASURY | $2.4M | 48.5K | 0.5% | ▲+6.4% Added · +3K sh | |
| 49 | Ishares TR RUS 2000 VAL ETF | $2.4M | 10.7K | 0.5% | ▲+3.3% Added · +346 sh | |
| 50 | Ishares TR JPMORGAN USD EMG | $2.3M | 23.4K | 0.5% | ▲+21% Added · +4K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 150 | $487.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 142 | $448.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 153 | $429.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 138 | $412.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 140 | $394.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 136 | $377.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 127 | $356.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 122 | $363.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.