Wealth Advisory Solutions, LLC
All 13F Filings
- Location
- Zionsville, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 487,143
- 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 | 7/24/2026 | 150 | 487,143 | 13F-HR | Wealth Advisory Solutions, LLC |
| Q1 2026 | 4/22/2026 | 142 | 448,826 | 13F-HR | Wealth Advisory Solutions, LLC |
| Q4 2025 | 1/16/2026 | 138 | 429,042 | 13F-HR | Wealth Advisory Solutions, LLC |
| Q3 2025 | 10/27/2025 | 138 | 412,822 | 13F-HR | Wealth Advisory Solutions, LLC |
| Q2 2025 | 7/14/2025 | 140 | 394,778 | 13F-HR | Wealth Advisory Solutions, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 170.8 K | 35.1% | 9.139 K | 0 | 9.139 K |
| ETFs | 313 K | 64.3% | 28.71 K | 0 | 28.71 K |
| Debt | 3.298 K | 0.7% | 459 | 0 | 459 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
487,143
Holdings
150
QoQ value change ($000)
38,317
(8.5%)
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.