Annex Advisory Services
$5.3B Assets Reported
395 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| UBND | VICTORY PORTFOLIOS II | 17,683,091 | $385M | 7.2% |
| GSIE | GOLDMAN SACHS ETF TR | 5,577,023 | $241M | 4.5% |
| AVUS | AMERICAN CENTY ETF TR | 1,929,071 | $214M | 4.0% |
| SMTH | ALPS ETF TR | 8,057,413 | $208M | 3.9% |
| DFAU | DIMENSIONAL ETF TRUST | 3,707,366 | $167M | 3.1% |
| IOO | ISHARES TR | 1,271,829 | $154M | 2.9% |
| DFAI | DIMENSIONAL ETF TRUST | 3,912,260 | $152M | 2.9% |
| NVDA | NVIDIA CORPORATION | 809,750 | $141M | 2.6% |
| AVDE | AMERICAN CENTY ETF TR | 1,555,705 | $132M | 2.5% |
| AVEM | AMERICAN CENTY ETF TR | 1,533,037 | $124M | 2.3% |
Track Annex Advisory Services's 13F portfolio: $5.3B in reported holdings, 395 positions. Top holdings, AUM, and quarterly changes on SentiSense.