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Filers›Family Office›Advisory Alpha, LLC
DOSSIER · 13F-HR · Q1 2026

Advisory Alpha, LLC

Advisory Alpha's family office based in Greenwich, CT — $3.7B in tracked AUM across 545 positions as of Q1 2026.

AA
Advisory Alpha·Greenwich, CT·Family Office
CIK 0001576762 · last filed Mar 31, 2026
Total AUM
$3.7B
▲ 18.5%
vs prior
Holdings
545
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Advisory Alpha, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYG
SPDR SERIES TRUST
$289M3.0M7.9%
02
SPYV
SPDR SERIES TRUST
$280M4.9M7.6%
03
SCHM
SCHWAB STRATEGIC TR
$221M7.2M6.1%
04
SPDW
SPDR INDEX SHS FDS
$187M4.1M5.1%
05
XLK
SELECT SECTOR SPDR TR
$161M1.2M4.4%
06
SPSB
SPDR SERIES TRUST
$156M5.2M4.3%
07
SCHA
SCHWAB STRATEGIC TR
$113M3.9M3.1%
08
SPHY
SPDR SERIES TRUST
$111M4.8M3.0%
09
XLF
SELECT SECTOR SPDR TR
$94M1.9M2.6%
10
SRLN
SSGA ACTIVE ETF TR
$93M2.3M2.6%

Filing history

Filing history loading…
AI Agent · grounded in Advisory
haiku-4-5 · 545 positions indexed
Sector mix
  • Health Care9%
  • Cons. Disc.6%
  • Communications9%
  • Industrials18%
  • Energy17%
  • Other41%
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