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J.W. COLE ADVISORS, INC.

Q2 2026 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    1,593

  • Value ($000)

    $5,826,317

  • Date Filed
    07/21/2026
  • Form type
    13F-HR
  • CIK
    0001404763
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$308.24M
5 %

1,065,235

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$176.61M
3 %

882,651

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$128.36M
2 %

174,312

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$101.59M
2 %

147,919

A
AMZN

AMAZON COM INC

COM
023135106
$96.66M
2 %

405,558

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$94M
2 %

125,871

M
MSFT

MICROSOFT CORP

COM
594918104
$89.03M
2 %

238,682

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$84.08M
1 %

112,278

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$63.13M
1 %

178,659

D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$55.65M
1 %

734,223

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