13F Insight
DOSSIER · 13F-HR · Q1 2026

Annex Advisory Services, LLC

Annex Advisory Services's asset manager based in Boston, MA — $5.3B in tracked AUM across 375 positions as of Q1 2026.

AA
Annex Advisory Services·Boston, MA·Asset Manager
CIK 0001542287 · last filed Mar 31, 2026
Total AUM
$5.3B
▲ 17.0%
vs prior
Holdings
375
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Annex Advisory Services, 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
UBND
VICTORY PORTFOLIOS II
$385M17.7M7.2%
02
GSIE
GOLDMAN SACHS ETF TR
$241M5.6M4.5%
03
AVUS
AMERICAN CENTY ETF TR
$214M1.9M4.0%
04
SMTH
ALPS ETF TR
$208M8.1M3.9%
05
DFAU
DIMENSIONAL ETF TRUST
$167M3.7M3.1%
06
IOO
ISHARES TR
$154M1.3M2.9%
07
DFAI
DIMENSIONAL ETF TRUST
$152M3.9M2.9%
08
NVDA
NVIDIA CORPORATION
$141M810K2.6%
09
AVDE
AMERICAN CENTY ETF TR
$132M1.6M2.5%
10
AVEM
AMERICAN CENTY ETF TR
$124M1.5M2.3%

Filing history

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