Wealth Advisory Solutions, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $425 Million distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $40.4M, Ishares Core S&P Mid Cap ETF with a value of $27.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $25.4M, Eli Lilly & CO with a value of $22.4M, and Invesco S&P 500 Equal Weight E with a value of $21M.
Examining the 13F form we can see an increase of $14.4M in the current position value, from $411M to 425M.
Below you can find more details about Wealth Advisory Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$425 Million
ETFs: $254 Million
Technology: $47.7 Million
Financial Services: $30.1 Million
Healthcare: $26.7 Million
Consumer Cyclical: $19.9 Million
Energy: $13.3 Million
Consumer Defensive: $12.5 Million
Communication Services: $9.22 Million
Other: $10.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
