AmeriServ Wealth Advisors

Institutional manager (13F) · CIK 1102062

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $155M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$75M	125,540
2	ISHARES TR	$15M	153,851
3	ISHARES TR	$14M	120,458
4	VANGUARD SCOTTSDALE FDS	$6M	99,678
5	ISHARES TR	$5M	94,402
6	VANGUARD SCOTTSDALE FDS	$3M	59,785
7	AMERISERV FINL INC	$3M	889,090
8	ELI LILLY & CO	$3M	2,804
9	APPLE INC	$2M	8,819
10	NVIDIA CORPORATION	$2M	10,230
11	ISHARES TR	$2M	6,388
12	ISHARES TR	$1M	27,594
13	INVESCO QQQ TR	$1M	2,327
14	SELECT SECTOR SPDR TR	$1M	25,941
15	SELECT SECTOR SPDR TR	$1M	8,800
16	SELECT SECTOR SPDR TR	$1M	24,692
17	WALMART INC	$1M	8,539
18	SPDR GOLD TR	$852k	1,981
19	MICROSOFT CORP	$850k	2,297
20	LITMAN GREGORY FDS TR	$850k	28,183
21	SELECT SECTOR SPDR TR	$769k	4,753
22	COSTCO WHOLESALE CORPORATION	$755k	758
23	ISHARES TR	$754k	1,154
24	STATE STR SPDR S&P 500 ETF T	$711k	1,093
25	ISHARES TR	$704k	7,239
26	UNITED STS NAT GAS FD LP	$704k	60,000
27	VANGUARD ADMIRAL FDS INC	$680k	1,667
28	ISHARES TR	$665k	8,364
29	ALTRIA GROUP INC	$660k	10,007
30	PNC FINL SVCS GROUP INC	$566k	2,719
31	VISA INC	$565k	1,871
32	EXELON CORP	$561k	11,439
33	SELECT SECTOR SPDR TR	$542k	8,848
34	AMAZON COM INC	$530k	2,547
35	SELECT SECTOR SPDR TR	$526k	4,744
36	BOEING CO	$481k	2,417
37	ALPHABET INC	$441k	1,534
38	F N B CORP	$422k	25,218
39	NUVEEN PA INVT QUALITY MUN F	$397k	33,281
40	ALPHABET INC	$389k	1,356
41	NUCOR CORP	$388k	2,297
42	JPMORGAN CHASE & CO	$372k	1,263
43	SELECT SECTOR SPDR TR	$364k	7,379
44	CONSTELLATION ENERGY CORP	$351k	1,257
45	EXXON MOBIL CORP	$342k	2,015
46	DUKE ENERGY CORP NEW	$340k	2,599
47	SELECT SECTOR SPDR TR	$325k	2,218
48	INTEL CORP	$310k	7,022
49	ISHARES TR	$278k	5,161
50	PHILIP MORRIS INTL INC	$272k	1,647

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.