Wealth Advisory Solutions, LLC
Q1 2026 13F Holdings
- Locationzionsville, IN
- Num holdings
142
- Value ($000)
$448,826
- Date Filed 04/22/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $40.16M | 9 % | 61,756 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $28.09M | 6 % | 416,032 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $26.47M | 6 % | 137,926 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $24.68M | 6 % | 322,447 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | $19.33M | 4 % | 198,969 | ||
ELI LILLY & CO | COM | 532457108 | $15.07M | 3 % | 16,388 | ||
AMAZON COM INC | COM | 023135106 | $14.2M | 3 % | 68,169 | ||
APPLE INC | COM | 037833100 | $13.33M | 3 % | 52,524 | ||
PEPSICO INC | COM | 713448108 | $11.45M | 3 % | 73,734 | ||
WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $11.12M | 3 % | 119,983 |
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