INVESTMENT ADVISORY SERVICES INC /TX /ADV: 13F holdings
CIK 9259532026Q2
| Positions | 140 |
|---|
| Reported value | $347.2m |
|---|
| Filed | 2026-07-14 |
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Change since last quarter
| Positions | 140 (+10 vs prior quarter) |
|---|
| Reported value | $347.2m (+10.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 53,857 | $39.7m | 11.4% |
| VIG VANGUARD SPECIALIZED FUNDS | 164,367 | $38.9m | 11.2% |
| MSFT MICROSOFT CORP | 36,139 | $13.5m | 3.9% |
| AAPL APPLE INC | 46,250 | $13.4m | 3.9% |
| JEPI J P MORGAN EXCHANGE TRADED F | 223,721 | $12.6m | 3.6% |
| WMT WALMART INC | 99,218 | $11.2m | 3.2% |
| COWZ PACER FDS TR | 179,806 | $11.2m | 3.2% |
| FFLG FIDELITY COVINGTON TRUST | 278,352 | $9.7m | 2.8% |
| SCHD SCHWAB STRATEGIC TR | 260,830 | $8.3m | 2.4% |
| IUSG ISHARES TR | 41,010 | $7.7m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="925953")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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