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

Wealth Advisory Solutions, LLC

$484M in tracked AUM across 149 positions as of Q3 2026.

WA
CIK 0001834802 · last filed Sep 30, 2026
Total AUM
$484M
as of Q3 2026
Holdings
149
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Wealth Advisory Solutions, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$46M60K9.4%02
SPYM
SPDR SERIES TRUST
$29M320K5.9%03
IJH
ISHARES TR
$29M397K5.9%04
RSP
INVESCO EXCHANGE TRADED FD T
$28M136K5.8%05
EFA
ISHARES TR
$20M193K4.1%06
LLY
ELI LILLY & CO
$19M16K3.9%07
AAPL
APPLE INC
$16M49K3.4%08
AMZN
AMAZON COM INC
$16M65K3.3%09
MSFT
MICROSOFT CORP
$12M23K2.4%10
JPM
JPMORGAN CHASE & CO
$11M34K2.3%

Filing history

2026Q3Sep 30
$484M▼ 0.6%
149 positionsView →2026Q2Jun 30
$487M▲ 8.5%
150 positionsView →2026Q1Mar 31
$449M▲ 4.6%
142 positionsView →2025Q4Dec 31
$429M▲ 3.9%
153 positionsView →2025Q3Sep 30
$413M▲ 4.6%
138 positionsLocked2025Q2Jun 30
$395M▲ 4.5%
140 positionsLocked2025Q1Mar 31
$378M▲ 5.9%
136 positionsLocked2024Q4Dec 31
$357M▼ 1.8%
127 positionsLocked2024Q3Sep 30
$363M▼ 1.5%
122 positionsLocked2024Q2Jun 30
$369M▼ 4.5%
124 positionsLocked2024Q1Mar 31
$386M▲ 34.8%
125 positionsLocked2023Q4Dec 31
$286M▼ 23.8%
79 positionsLocked
Showing 12 of 23