Wealth Advisory Solutions, LLC
Q3 2025 13F Holdings
- Locationzionsville, IN
- Num holdings
138
- Value ($000)
$412,822
- Date Filed10/27/2025
- Form type13F-HR
- CIK0001834802
- 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 |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $40.50 M | 10 % | 60,790 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $27.72 M | 7 % | 424,691 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $25.56 M | 6 % | 326,306 | ||
LLY ELI LILLY & CO | COM | 532457108 | $16.89 M | 4 % | 22,136 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $14.01 M | 3 % | 150,038 | ||
AAPL APPLE INC | COM | 037833100 | $13.73 M | 3 % | 53,932 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $12.97 M | 3 % | 68,366 | ||
AMZN AMAZON COM INC | COM | 023135106 | $12.93 M | 3 % | 58,878 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $11.28 M | 3 % | 35,766 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $10.38 M | 3 % | 135,802 |
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