BREAKTHRU ADVISORY SERVICES, LLC
All 13F Filings
- Location
- Muskego, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 29,777
- Description
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- Website
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- Founded
- —
- 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 | 7/23/2026 | 14 | 29,777 | 13F-HR | BREAKTHRU ADVISORY SERVICES, LLC |
| Q1 2026 | 4/16/2026 | 59 | 62,370 | 13F-HR | BREAKTHRU ADVISORY SERVICES, LLC |
| Q4 2025 | 1/12/2026 | 63 | 156,466 | 13F-HR | BREAKTHRU ADVISORY SERVICES, LLC |
| Q3 2025 | 10/9/2025 | 62 | 151,941 | 13F-HR | BREAKTHRU ADVISORY SERVICES, LLC |
| Q2 2025 | 8/13/2025 | 9 | 64,667 | 13F-HR | BREAKTHRU ADVISORY SERVICES, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 0 | 0.0% | 0 | 30.16 K | -30.16 K |
| ETFs | 29.78 K | 100.0% | 0 | 2.432 K | -2.432 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
29,777
Holdings
14
QoQ value change ($000)
-32,593
(-52.3%)
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.