Wealth Advisory Solutions, LLC has disclosed its latest investment holdings in a 13F-HR filing, revealing a total of $484.1 million as of September 30, 2026. This filing is significant as it provides insights into the investment strategies employed by the firm and highlights its positions in various major exchange-traded funds (ETFs) and stocks.
The report shows a diverse portfolio with investments in well-known companies and ETFs, including Apple Inc., Amazon.com Inc., and various SPDR ETFs. The disclosure of such holdings is crucial for investors and analysts who track the movements and strategies of institutional investors.
Background
Wealth Advisory Solutions, LLC is an investment advisory firm based in Zionsville, Indiana. The firm is registered under the Central Index Key (CIK) number 0001834802. Its recent filings include various 13F-HR reports, with the latest dated October 20, 2026. The firm operates under the SEC Act of 1934 and is categorized as an investment advisor.
What the Filing Says
The 13F-HR filing, accession number 0001834802-26-000006, indicates that Wealth Advisory Solutions held a total of 149 positions with a combined value of $484,098,035 as of the end of September 2026. The filing states, "The total value of the holdings reflects the firm’s investment discretion and strategy." This includes significant positions in popular ETFs and large-cap stocks.
Impact
This filing may influence various stakeholders, including current and potential investors, analysts, and competitors in the investment advisory space. By revealing its investment strategies and holdings, Wealth Advisory Solutions provides transparency that can affect investor confidence and decision-making processes.
What's Next
Details were not available in the SEC filing regarding any upcoming actions or events following this report.