AmeriServ Wealth Advisors: 13F holdings
CIK 11020622026Q2
| Positions | 54 |
|---|
| Reported value | $150.2m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 54 (-5 vs prior quarter) |
|---|
| Reported value | $150.2m (-4.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 123,040 | $84.5m | 56.2% |
| IEF ISHARES TR | 105,080 | $9.9m | 6.6% |
| IEI ISHARES TR | 82,174 | $9.7m | 6.4% |
| VGSH VANGUARD SCOTTSDALE FDS | 65,185 | $3.8m | 2.5% |
| ASRV AMERISERV FINL INC | 889,464 | $3.5m | 2.3% |
| LLY ELI LILLY & CO | 2,762 | $3.3m | 2.2% |
| IGSB ISHARES TR | 60,999 | $3.2m | 2.1% |
| AAPL APPLE INC | 8,810 | $2.5m | 1.7% |
| NVDA NVIDIA CORPORATION | 10,262 | $2.1m | 1.4% |
| VGLT VANGUARD SCOTTSDALE FDS | 36,503 | $2.0m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1102062")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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