INVESTMENT ADVISORY SERVICES INC /TX /ADV
All 13F Filings
- Location
- The Woodlands, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 347,176
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 140 | 347,176 | 13F-HR | INVESTMENT ADVISORY SERVICES INC /TX /ADV |
| Q1 2026 | 4/17/2026 | 130 | 314,484 | 13F-HR | INVESTMENT ADVISORY SERVICES INC /TX /ADV |
| Q4 2025 | 1/22/2026 | 126 | 319,662 | 13F-HR | INVESTMENT ADVISORY SERVICES INC /TX /ADV |
| Q3 2025 | 10/22/2025 | 126 | 317,417 | 13F-HR | INVESTMENT ADVISORY SERVICES INC /TX /ADV |
| Q2 2025 | 7/17/2025 | 131 | 299,779 | 13F-HR | INVESTMENT ADVISORY SERVICES INC /TX /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 193.9 K | 55.8% | 9.082 K | 0 | 9.082 K |
| ETFs | 153.3 K | 44.2% | 23.61 K | 0 | 23.61 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
347,176
Holdings
140
QoQ value change ($000)
32,692
(10.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.