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

J.W. COLE ADVISORS, INC.

$5.8B in tracked AUM across 1,593 positions as of Q2 2026.

JC
CIK 0001404763 · last filed Jun 30, 2026
Total AUM
$5.8B
as of Q2 2026
Holdings
1,593
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

J.W. COLE ADVISORS, INC. 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
AAPL
APPLE INC
$308M1.1M5.3%02
NVDA
NVIDIA CORPORATION
$177M883K3.0%03
QQQ
INVESCO QQQ TR
$128M174K2.2%04
VOO
VANGUARD INDEX FDS
$102M148K1.7%05
AMZN
AMAZON COM INC
$97M406K1.7%06
SPY
STATE STR SPDR S&P 500 ETF T
$94M126K1.6%07
MSFT
MICROSOFT CORP
$89M239K1.5%08
IVV
ISHARES TR
$84M112K1.4%09
GOOG
ALPHABET INC
$63M179K1.1%10
DGRO
ISHARES TR
$56M734K1.0%

Filing history

2026Q2Jun 30
$5.8B▲ 96.7%
1,593 positionsView →2026Q1Mar 31
$3.0B▼ 28.2%
785 positionsView →2025Q4Dec 31
$4.1B▼ 21.1%
1,459 positionsView →2025Q3Sep 30
$5.2B▲ 11.1%
1,544 positionsView →2025Q2Jun 30
$4.7B▲ 217.8%
1,461 positionsLocked2025Q1Mar 31
$1.5B▼ 40.3%
702 positionsLocked2024Q4Dec 31
$2.5B▲ 3.8%
956 positionsLocked2024Q3Sep 30
$2.4B▲ 12.2%
934 positionsLocked2024Q2Jun 30
$2.1B▲ 7.3%
889 positionsLocked2024Q1Mar 31
$2.0B▲ 16.0%
881 positionsLocked2023Q4Dec 31
$1.7B▲ 25.9%
816 positionsLocked2023Q3Sep 30
$1.4B▼ 3.3%
734 positionsLocked
Showing 12 of 27