Advisory Solutions Group, LLC
All 13F Filings
- Location
- Plymouth, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 471,910
- Description
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- Website
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- 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 | 10/14/2026 | 293 | 471,910 | 13F-HR | Advisory Solutions Group, LLC |
| Q2 2026 | 7/29/2026 | 206 | 294,737 | 13F-HR | Advisory Solutions Group, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
626
(0.1% of total reported value)
· QoQ Δ:
-1.957 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 164.8 K | 35.0% | 78.01 K | 0 | 78.01 K |
| ETFs | 303.3 K | 64.4% | 97.91 K | 0 | 97.91 K |
| Debt | 3.214 K | 0.7% | 3.214 K | 0 | 3.214 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
471,910
Holdings
293
QoQ value change ($000)
177,173
(60.1%)
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.