Annex Advisory Services
$5.9B 13F equity value
400 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Annex Advisory Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| UBND | VICTORY PORTFOLIOS II | 18,906,834 | $411M | 7.0% |
| GSIE | GOLDMAN SACHS ETF TR | 6,186,859 | $283M | 4.8% |
| AVUS | AMERICAN CENTY ETF TR | 2,025,359 | $259M | 4.4% |
| SMTH | ALPS ETF TR | 9,237,012 | $238M | 4.1% |
| DFAU | DIMENSIONAL ETF TRUST | 4,358,982 | $225M | 3.8% |
| LRGF | ISHARES TR | 2,839,647 | $215M | 3.7% |
| DFAI | DIMENSIONAL ETF TRUST | 4,128,690 | $170M | 2.9% |
| AVEM | AMERICAN CENTY ETF TR | 1,548,921 | $149M | 2.6% |
| AVDE | AMERICAN CENTY ETF TR | 1,504,548 | $134M | 2.3% |
| NVDA | NVIDIA CORPORATION | 656,898 | $131M | 2.2% |
Track Annex Advisory Services's 13F portfolio: $5.9B in reported holdings, 400 positions. Top holdings and quarterly changes on SentiSense.
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