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Wealth Advisory Solutions, LLC

Q2 2026 13F Holdings

  • Location
    zionsville, IN
  • Num holdings

    150

  • Value ($000)

    $487,143

  • Date Filed
    07/24/2026
  • Form type
    13F-HR
  • CIK
    0001834802
  • 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
S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$44.86M
9 %

60,067

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$30.7M
6 %

398,148

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$28.97M
6 %

136,135

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$28.83M
6 %

328,030

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$20.08M
4 %

193,267

L
LLY

ELI LILLY & CO

COM
532457108
$19.45M
4 %

16,214

A
AMZN

AMAZON COM INC

COM
023135106
$15.48M
3 %

64,956

A
AAPL

APPLE INC

COM
037833100
$14.3M
3 %

49,424

E
EEM

ISHARES TR

MSCI EMG MKT ETF
464287234
$11.28M
2 %

164,903

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$11.14M
2 %

34,035

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