Wealth Advisory Solutions, LLC
Q4 2025 13F Holdings
- Locationzionsville, IN
- Num holdings
138
- Value ($000)
$429,042
- Date Filed01/16/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $41.39M | 10 % | 60,690 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $28M | 7 % | 424,197 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $25.74M | 6 % | 320,837 | ||
ELI LILLY & CO | COM | 532457108 | $23.6M | 6 % | 21,964 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $21.43M | 5 % | 111,894 | ||
APPLE INC | COM | 037833100 | $14.55M | 3 % | 53,516 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | $14.45M | 3 % | 150,470 | ||
AMAZON COM INC | COM | 023135106 | $13.52M | 3 % | 58,583 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | $11.45M | 3 % | 35,547 | ||
WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $11.32M | 3 % | 132,589 |
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