DOSSIER · 13F-HR · Q2 2026

WESTCO ADVISORY SERVICES INC /ADV

$166M in tracked AUM across 99 positions as of Q2 2026.

WA
CIK 0000946310 · last filed Jun 30, 2026
Total AUM
$166M
as of Q2 2026
Holdings
99
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

WESTCO ADVISORY SERVICES INC /ADV 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
SPY
STATE STR SPDR S&P 500 ETF T
$28M37K16.7%
02
AAPL
APPLE INC
$17M59K10.3%
03
GS
GOLDMAN SACHS GROUP INC
$15M15K9.4%
04
JPM
JPMORGAN CHASE & CO
$10M29K5.8%
05
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$8M8K4.6%
06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$6M11K3.4%
07
MSFT
MICROSOFT CORP
$5M13K3.0%
08
CLS
CELESTICA INC
$4M11K2.4%
09
GOOGL
ALPHABET INC
$3M9K2.0%
10
ODFL
OLD DOMINION FREIGHT LINE IN
$3M14K1.9%

Filing history

2026Q2Jun 30
$166M 6.5%
99 positionsView →
2026Q1Mar 31
$156M 4.4%
104 positionsView →
2025Q4Dec 31
$163M
93 positionsView →