BREAKTHRU ADVISORY SERVICES, LLC
All 13F Filings
- Location
- Muskego, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 29,563
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 18 | 29,563 | 13F-HR | BREAKTHRU ADVISORY SERVICES, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.419 K | 4.8% | 1.419 K | 0 | 1.419 K |
| ETFs | 28.14 K | 95.2% | 0 | 1.634 K | -1.634 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
29,563
Holdings
18
QoQ value change ($000)
-214
(-0.7%)
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.