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ADVISORTRUST PARTNERS, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    raleigh, NC
  • CIK
    0002115523
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

255

$240.44M
NDQ, PDBC, IYZ, AVGO
13F-HR
May 6, 2026
000139834426008546

156

$227.62M
NDQ, AVGO, IYW, IYF
13F-HR
Mar 10, 2026
000139834426004941