AdviceOne Advisory Services, LLC
All 13F Filings
- Location
- Glastonbury, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 177,018
- 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 | 7/9/2026 | 45 | 177,018 | 13F-HR | AdviceOne Advisory Services, LLC |
| Q1 2026 | 4/13/2026 | 41 | 165,241 | 13F-HR | AdviceOne Advisory Services, LLC |
| Q4 2025 | 1/8/2026 | 39 | 169,199 | 13F-HR | AdviceOne Advisory Services, LLC |
| Q3 2025 | 11/19/2025 | 35 | 150,427 | 13F-HR | AdviceOne Advisory Services, LLC |
| Q2 2025 | 7/25/2025 | 32 | 135,504 | 13F-HR | AdviceOne Advisory Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 175.5 K | 99.1% | 11.2 K | 0 | 11.2 K |
| ETFs | 1.536 K | 0.9% | 575 | 0 | 575 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
177,018
Holdings
45
QoQ value change ($000)
11,777
(7.1%)
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.