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

Wealth Advisory Solutions, LLC

Wealth Advisory Solutions's pension fund based in Greenwich, CT — $449M in tracked AUM across 142 positions as of Q1 2026.

WA
Wealth Advisory Solutions·Greenwich, CT·Pension Fund
CIK 0001834802 · last filed Mar 31, 2026
Total AUM
$449M
▲ 13.7%
vs prior
Holdings
142
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Wealth Advisory Solutions, 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
SPY
STATE STR SPDR S&P 500 ETF T
$40M62K8.9%
02
IJH
ISHARES TR
$28M416K6.3%
03
RSP
INVESCO EXCHANGE TRADED FD T
$26M138K5.9%
04
SPYM
SPDR SERIES TRUST
$25M322K5.5%
05
EFA
ISHARES TR
$19M199K4.3%
06
LLY
ELI LILLY & CO
$15M16K3.4%
07
AMZN
AMAZON COM INC
$14M68K3.2%
08
AAPL
APPLE INC
$13M53K3.0%
09
PEP
PEPSICO INC
$11M74K2.6%
10
GLDM
WORLD GOLD TR
$11M120K2.5%

Filing history

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