DOSSIER · 13F-HR · Q3 2026
AdviceOne Advisory Services, LLC
$168M in tracked AUM across 42 positions as of Q3 2026.
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CIK 0001998980 · last filed Sep 30, 2026
AI Analysis · Q3 2026
1. Portfolio Overview
AdviceOne Advisory Services, LLC has reported a substantial expansion in its investment management footprint for the period ending December 31, 2025. The total portfolio value surged by 293.4%, growing from $43.01M to $169.20M. This dramatic increase in assets under management (AUM) was accompanied by a significant restructuring of the portfolio's composition. While the total number of holdings remained relatively concentrated at 39 securities, the mana...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.