Westco Advisory Services Inc holds a focused book of 99 stocks worth $165.7M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Toronto-Dominion Bank and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 17% of the equity book. Cloning the disclosed picks since 2026 would be +5%. 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/946310/holdings"
Use Arkolith to show WESTCO ADVISORY SERVICES INC /ADV's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +7.9%, a 3.2-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Westco Advisory Services Inc'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.
75% 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 Westco Advisory Services Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $497.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $445.9B |
| ROYAL BANK OF CANADA | 80 / 80 | $151.9B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $137.3B |
| UBS Group AG | 80 / 80 | $128.5B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $87.6B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $67.9B |
| LPL Financial LLC | 80 / 80 | $66.4B |
Ranked by how many of Westco Advisory Services Inc'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 | $27.7M | 37.1K | 16.7% | ▼−6.5% Reduced · −3K sh | |
| 2 | Apple Inc COM | $17.0M | 58.7K | 10.3% | ▼−2.5% Reduced · −2K sh | |
| 3 | Goldman Sachs Group Inc COM | $15.5M | 15.3K | 9.4% | ▼−4.4% Reduced · −709 sh | |
| 4 | JPMorgan Chase & Co COM | $9.5M | 29.2K | 5.8% | ▼−4.0% Reduced · −1K sh | |
| 5 | Seagate Technology HLDNGS PL ORD SHS | $7.7M | 8.0K | 4.6% | ▼−4.3% Reduced · −361 sh | |
| 6 | Berkshire Hathaway Inc Del CL B NEW | $5.6M | 11.1K | 3.4% | ▼−4.4% Reduced · −516 sh | |
| 7 | Microsoft Corp COM | $4.9M | 13.2K | 3.0% | ▼−9.2% Reduced · −1K sh | |
| 8 | Celestica Inc COM | $4.0M | 11.0K | 2.4% | ▼−5.0% Reduced · −581 sh | |
| 9 | Alphabet Inc CAP STK CL A | $3.3M | 9.1K | 2.0% | ▼−6.6% Reduced · −650 sh | |
| 10 | Old Dominion Freight Line In COM | $3.1M | 14.5K | 1.9% | ▼−3.7% Reduced · −563 sh | |
| 11 | Comfort Sys USA Inc COM | $2.8M | 1.4K | 1.7% | ▼−6.1% Reduced · −90 sh | |
| 12 | Broadcom Inc COM | $2.3M | 6.2K | 1.4% | ▲+1.4% Added · +85 sh | |
| 13 | Outfront Media Inc COM NEW | $2.3M | 70.6K | 1.4% | ▼−5.1% Reduced · −4K sh | |
| 14 | Eli Lilly & Co COM | $2.2M | 1.8K | 1.3% | ▼−6.5% Reduced · −129 sh | |
| 15 | Visa Inc COM CL A | $2.1M | 6.1K | 1.3% | ▼−1.0% Reduced · −61 sh | |
| 16 | Robinhood MKTS Inc COM CL A | $2.1M | 20.5K | 1.2% | ▼−4.9% Reduced · −1K sh | |
| 17 | Nvidia Corporation COM | $1.8M | 9.2K | 1.1% | ▼−3.6% Reduced · −349 sh | |
| 18 | SPDR Gold TR GOLD SHS | $1.8M | 4.9K | 1.1% | ▼−7.8% Reduced · −420 sh | |
| 19 | Bank Of NY Mellon Corp COM | $1.8M | 12.3K | 1.1% | ▲+4.0% Added · +469 sh | |
| 20 | Lamar Advertising Co CL A | $1.7M | 10.9K | 1.0% | ▼−1.7% Reduced · −192 sh | |
| 21 | Morgan Stanley COM NEW | $1.7M | 7.9K | 1.0% | ▲+8.1% Added · +595 sh | |
| 22 | Cintas Corp COM | $1.6M | 9.5K | 1.0% | ▼−0.7% Reduced · −70 sh | |
| 23 | Costco Wholesale Corporation COM | $1.6M | 1.7K | 1.0% | ▼−1.7% Reduced · −29 sh | |
| 24 | Merck & Co Inc COM | $1.4M | 10.6K | 0.8% | ▼−3.0% Reduced · −328 sh | |
| 25 | BlackRock Inc COM | $1.3M | 1.4K | 0.8% | —Held | |
| 26 | Amgen Inc COM | $1.3M | 3.6K | 0.8% | ▼−8.1% Reduced · −315 sh | |
| 27 | Schwab Strategic TR US LRG CAP ETF | $1.3M | 43.0K | 0.8% | ▼−2.2% Reduced · −960 sh | |
| 28 | Chevron Corporation COM | $1.2M | 7.5K | 0.7% | ▼−4.2% Reduced · −325 sh | |
| 29 | Manulife Finl Corp COM | $1.2M | 29.6K | 0.7% | ▼−3.5% Reduced · −1K sh | |
| 30 | Ishares TR CORE S&P US GWT | $1.2M | 6.2K | 0.7% | ▼−2.4% Reduced · −155 sh | |
| 31 | Blackstone Inc COM | $1.2M | 9.8K | 0.7% | ▼−3.2% Reduced · −327 sh | |
| 32 | Williams Cos Inc COM | $1.1M | 15.1K | 0.7% | ▼−1.9% Reduced · −288 sh | |
| 33 | Vertex Pharmaceuticals Inc COM | $992K | 2.0K | 0.6% | ▼−2.5% Reduced · −52 sh | |
| 34 | Ishares TR RUS TP200 GR ETF | $928K | 3.2K | 0.6% | ▼−5.3% Reduced · −180 sh | |
| 35 | Thermo Fisher Scientific Inc COM | $915K | 1.8K | 0.6% | ▼−24% Reduced · −566 sh | |
| 36 | Church & Dwight Co Inc COM | $887K | 9.2K | 0.5% | ▼−0.2% Reduced · −17 sh | |
| 37 | Abbvie Inc COM | $814K | 3.2K | 0.5% | ▼−3.7% Reduced · −123 sh | |
| 38 | Cencora Inc COM | $808K | 2.9K | 0.5% | ▼−8.0% Reduced · −250 sh | |
| 39 | DHT Holdings Inc SHS NEW | $808K | 48.9K | 0.5% | ▼−4.8% Reduced · −2K sh | |
| 40 | Cincinnati Finl Corp COM | $799K | 4.3K | 0.5% | ▼−2.4% Reduced · −106 sh | |
| 41 | McDonalds Corp COM | $700K | 2.6K | 0.4% | ▼−13% Reduced · −385 sh | |
| 42 | Caterpillar Inc COM | $698K | 655 | 0.4% | ▼−14% Reduced · −110 sh | |
| 43 | Fidelity Covington Trust FUN LAR COR ETF | $693K | 11.8K | 0.4% | ▼−1.7% Reduced · −200 sh | |
| 44 | SPDR Series Trust ST STR P400MID | $684K | 10.1K | 0.4% | ▼−2.5% Reduced · −255 sh | |
| 45 | Illinois Tool WKS Inc COM | $669K | 2.5K | 0.4% | ▼−21% Reduced · −675 sh | |
| 46 | Modine MFG Co COM | $656K | 2.5K | 0.4% | ▼−3.5% Reduced · −89 sh | |
| 47 | Amphenol Corp CL A | $630K | 3.6K | 0.4% | —Held | |
| 48 | Invesco Exch Traded FD TR II INVESCO PHLX SM | $611K | 5.5K | 0.4% | ▼−0.3% Reduced · −16 sh | |
| 49 | SPDR Series Trust ST STR SP DIV | $602K | 4.0K | 0.4% | ▼−1.4% Reduced · −55 sh | |
| 50 | General Dynamics Corp COM | $600K | 1.7K | 0.4% | ▼−1.7% Reduced · −30 sh |
As-of date vs the date the SEC received each filing
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.