Universe · entity

Wealth Advisory Solutions, LLC

Institutional manager (13F) · CIK 1834802
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $386M
#IssuerValueShares
1STATE STR SPDR S&P 500 ETF T$40M61,756
2ISHARES TR$28M416,032
3INVESCO EXCHANGE TRADED FD T$26M137,926
4SPDR SERIES TRUST$25M322,447
5ISHARES TR$19M198,969
6ELI LILLY & CO$15M16,388
7AMAZON COM INC$14M68,169
8APPLE INC$13M52,524
9PEPSICO INC$11M73,734
10WORLD GOLD TR$11M119,983
11JPMORGAN CHASE & CO$10M34,365
12ISHARES TR$10M169,670
13VANGUARD BD INDEX FDS$9M117,441
14MICROSOFT CORP$7M19,522
15ISHARES TR$7M66,482
16INVESCO QQQ TR$7M11,964
17SELECT SECTOR SPDR TR$7M41,307
18CHUBB LTD SWITZ$6M18,057
19ALPS ETF TR$6M110,740
20AIR PRODUCTS AND CHEMICALS I$6M19,078
21UBER TECHNOLOGIES INC$5M76,203
22T-MOBILE US INC$5M25,348
23SPDR SERIES TRUST$5M89,331
24HOME DEPOT INC$5M14,857
25VANGUARD INDEX FDS$5M24,551
26SPDR SERIES TRUST$4M92,206
27CHENIERE ENERGY INC$4M15,404
28ISHARES TR$4M20,183
29VANGUARD INTL EQUITY INDEX F$4M77,035
30VALERO ENERGY CORP$4M16,654
31ISHARES TR$4M16,543
32SPDR SERIES TRUST$4M116,234
33MARVELL TECHNOLOGY INC$4M39,188
34FAIR ISAAC CORP$4M3,548
35SPDR GOLD TR$4M8,789
36SPDR SERIES TRUST$4M44,277
37ISHARES TR$3M112,652
38CAPITAL ONE FINL CORP$3M18,632
39NETFLIX INC.$3M35,140
40COHEN & STEERS QUALITY INCOM$3M278,536
41INGERSOLL RAND INC$3M41,406
42ISHARES TR$3M62,947
43ISHARES TR$3M52,631
44SELECT SECTOR SPDR TR$3M42,103
45VANGUARD INDEX FDS$3M28,213
46ISHARES TR$2M18,675
47ALPHABET INC$2M8,475
48RBB FD INC$2M45,544
49ASML HLDG NV$2M1,509
50ISHARES TR$2M10,369
All filings on EDGAR ↗

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