Wealth Advisory Solutions, LLC
Q3 2025 13F Holdings
- Locationzionsville, IN
- Num holdings
138
- Value ($000)
$412,822
- Date Filed 10/27/2025
- Form type13F-HR
- CIK 0001834802
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $40.50M | 10 % | 60,790 | ||
I ISHARES TR | CORE S&P MCP ETF | 464287507 | $27.72M | 7 % | 424,691 | ||
K SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $25.56M | 6 % | 326,306 | ||
L ELI LILLY & CO | COM | 532457108 | $16.89M | 4 % | 22,136 | ||
E ISHARES TR | MSCI EAFE ETF | 464287465 | $14.01M | 3 % | 150,038 | ||
A APPLE INC | COM | 037833100 | $13.73M | 3 % | 53,932 | ||
R INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $12.97M | 3 % | 68,366 | ||
A AMAZON COM INC | COM | 023135106 | $12.93M | 3 % | 58,878 | ||
J JPMORGAN CHASE & CO. | COM | 46625H100 | $11.28M | 3 % | 35,766 | ||
G WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $10.38M | 3 % | 135,802 |
Rows Per Page
10
- 10
- 50
- 100