Wealth Advisory Solutions, LLC
•CIK: 1834802•Filing: Q4 2025
**Wealth Advisory Solutions, LLC** manages $429M across a diversified portfolio of 138 positions. The strategy exhibits significant allocations to broad market indices, notably holding SPY at $41.4M and IJH at $28.0M. Key concentrated positions include SPYM ($25.7M), LLY ($23.6M), and RSP ($21.4M), indicating a focus on growth sectors and established market leaders. The top ten holdings alone represent substantial exposure across equities and commodities.
Total AUM
$429.0M
QoQ Performance
+3.9%
Positions
91
Top 10 Concentration
47.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
IJH
SPYM
LLY
SPY9.6%
IJH6.5%
SPYM6.0%
LLY5.5%
RSP5.0%
AAPL3.4%
EFA3.4%
AMZN3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.7%
ETF10.1%
Technology6.6%
Healthcare6.3%
Consumer5.7%
Financial5.2%
Consumer Staples2.5%
Energy1.6%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$962.4K
+7 more exited positions
Changes from Q3 2025
NEW12 new positions
↑45 increased
↓67 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023