Investment Advisory Services Inc /TX /Adv
$347M 13F equity value
147 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Investment Advisory Services Inc /TX /Adv 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 |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 53,857 | $40M | 11.4% |
| VIG | VANGUARD SPECIALIZED FUNDS | 164,367 | $39M | 11.2% |
| MSFT | MICROSOFT CORP | 36,139 | $13M | 3.9% |
| AAPL | APPLE INC | 46,250 | $13M | 3.9% |
| JEPI | J P MORGAN EXCHANGE TRADED F | 223,721 | $13M | 3.6% |
| WMT | WALMART INC | 99,218 | $11M | 3.2% |
| COWZ | PACER FDS TR | 179,806 | $11M | 3.2% |
| FFLG | FIDELITY COVINGTON TRUST | 278,352 | $10M | 2.8% |
| SCHD | SCHWAB STRATEGIC TR | 260,830 | $8M | 2.4% |
| IUSG | ISHARES TR | 41,010 | $8M | 2.2% |
Track Investment Advisory Services Inc /TX /Adv's 13F portfolio: $347M in reported holdings, 147 positions. Top holdings and quarterly changes on SentiSense.
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