DOSSIER · 13F-HR · Q3 2026

WESTCO ADVISORY SERVICES INC /ADV

$166M in tracked AUM across 98 positions as of Q3 2026.

WA
CIK 0000946310 · last filed Sep 30, 2026
Total AUM
$166M
as of Q3 2026
Holdings
98
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

WESTCO ADVISORY SERVICES INC /ADV 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
$28M37K16.9%
02
AAPL
APPLE INC
$19M58K11.6%
03
GS
GOLDMAN SACHS GROUP INC
$14M15K8.3%
04
JPM
JPMORGAN CHASE & CO
$10M29K5.8%
05
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$7M8K4.4%
06
MSFT
MICROSOFT CORP
$7M13K4.1%
07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$5M11K3.2%
08
CLS
CELESTICA INC
$4M11K2.4%
09
GOOGL
ALPHABET INC
$3M9K1.9%
10
ODFL
OLD DOMINION FREIGHT LINE IN
$2M14K1.5%

Filing history

2026Q3Sep 30
$166M▲ 0.5%
98 positionsView →
2026Q2Jun 30
$166M▲ 6.5%
99 positionsView →
2026Q1Mar 31
$156M▼ 4.4%
104 positionsView →
2025Q4Dec 31
$163M—
93 positionsView →