WESTCO ADVISORY SERVICES INC /ADV
All 13F Filings
- Location
- Lynbrook, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 165,687
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 7/28/2026 | 99 | 165,687 | 13F-HR | WESTCO ADVISORY SERVICES INC /ADV |
| Q1 2026 | 5/11/2026 | 104 | 155,512 | 13F-HR | WESTCO ADVISORY SERVICES INC /ADV |
| Q4 2025 | 5/13/2026 | 93 | 162,747 | 13F-HR | WESTCO ADVISORY SERVICES INC /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 123.6 K | 74.6% | 6.311 K | 0 | 6.311 K |
| ETFs | 42.13 K | 25.4% | 3.866 K | 0 | 3.866 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
165,687
Holdings
99
QoQ value change ($000)
10,175
(6.5%)
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.