13F Insight
DOSSIER · 13F-HR · Q3 2026

Advisory Solutions Group, LLC

$472M in tracked AUM across 294 positions as of Q3 2026.

AS
CIK 0002147643 · last filed Sep 30, 2026
Total AUM
$472M
as of Q3 2026
Holdings
294
+89 QoQ
positions
Whale Score
46
46
tracked
Activity
288
+99 new, −10 sold
changes this Q
AI Analysis · Q3 2026

Advisory Solutions Group, LLC filed its latest 13F-HR for Q3 2026. 288 position changes this quarter — 99 new, 10 exited, 132 added, 47 trimmed.

Quarter at a glance — Q3 2026

288 material changes this filing.

ADD
CGDVCAPITAL GROUP DIVIDEND VALUE
+203K sh
+$10M
2.1%
NEW
JGROJ P MORGAN EXCHANGE TRADED F
+98K sh
+$9M
2.0%
ADD
IVVISHARES TR
+11K sh
+$8M
3.7%
NEW
AGGISHARES TR
+75K sh
+$7M
1.5%
ADD
NVDANVIDIA CORPORATION
+29K sh
+$7M
1.9%
NEW
IMCGISHARES TR
+64K sh
+$6M
1.3%
ADD
AAPLAPPLE INC
+15K sh
+$6M
2.2%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$23M30K4.9%02
IVV
ISHARES TR
$17M23K3.7%03
XLK
SELECT SECTOR SPDR TR
$12M61K2.5%04
VNQ
VANGUARD INDEX FDS
$10M117K2.2%05
AAPL
APPLE INC
$10M31K2.2%06
CGDV
CAPITAL GROUP DIVIDEND VALUE
$10M208K2.1%07
STK
COLUMBIA SELIGM PREM TECH GR
$10M180K2.1%08
JGRO
J P MORGAN EXCHANGE TRADED F
$9M98K2.0%09
NVDA
NVIDIA CORPORATION
$9M39K1.9%10
VGIT
VANGUARD SCOTTSDALE FDS
$8M140K1.7%

Filing history

2026Q3Sep 30
$472M▲ 60.1%
294 positionsView →2026Q2Jun 30
$295M—
206 positionsView →