13F Insight
DOSSIER · 13F-HR · Q2 2026

AmeriServ Wealth Advisors

$150M in tracked AUM across 94 positions as of Q2 2026.

AW
CIK 0001102062 · last filed Jun 30, 2026
Total AUM
$150M
as of Q2 2026
Holdings
94
—
positions
Whale Score
70
70
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

AmeriServ Wealth Advisors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$85M123K56.2%02
IEF
ISHARES TR
$10M105K6.6%03
IEI
ISHARES TR
$10M82K6.4%04
VGSH
VANGUARD SCOTTSDALE FDS
$4M65K2.5%05
ASRV
AMERISERV FINL INC
$3M889K2.3%06
LLY
ELI LILLY & CO
$3M3K2.2%07
IGSB
ISHARES TR
$3M61K2.1%08
AAPL
APPLE INC
$3M9K1.7%09
NVDA
NVIDIA CORPORATION
$2M10K1.4%10
VGLT
VANGUARD SCOTTSDALE FDS
$2M37K1.3%

Filing history

2026Q2Jun 30
$150M▼ 4.1%
94 positionsView →2026Q1Mar 31
$157M▼ 8.9%
104 positionsView →2025Q4Dec 31
$172M▼ 13.1%
108 positionsView →2025Q3Sep 30
$198M▼ 2.2%
105 positionsView →2025Q2Jun 30
$202M▲ 17.0%
106 positionsLocked2025Q1Mar 31
$173M▼ 6.7%
112 positionsLocked2024Q4Dec 31
$185M▲ 242.4%
115 positionsLocked2023Q3Sep 30
$54M▲ 2.5%
48 positionsLocked2023Q2Jun 30
$53M▲ 21.4%
49 positionsLocked2023Q1Mar 31
$44M▼ 13.3%
45 positionsLocked2022Q4Dec 31
$50M▲ 10.5%
50 positionsLocked2022Q3Sep 30
$45M▲ 6.9%
54 positionsLocked
Showing 12 of 84