Wealth Advisory Solutions, LLC ETF holdings
Zionsville, IN
Reported $321.0M in 77 ETFs in its Form 13F for June 30, 2026.
ETF value
$321.0M
ETFs held
77
Change from prior quarter
+10.1%
With price moves
ETFs as a share of its 13F
65.9%
of $487.1M
Top 10 of 77 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $44.9M | 60,067 | −1,689 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $30.7M | 398,148 | −17,884 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $29.0M | 136,135 | −1,791 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $28.8M | 328,030 | +5,583 shares |
| EFA | iShares MSCI EAFE ETF | $20.1M | 193,267 | −5,702 shares |
| EEM | iShares MSCI Emerging Markets ETF | $11.3M | 164,903 | −4,767 shares |
| BND | Vanguard Total Bond Market ETF | $9.8M | 134,115 | +16,674 shares |
| GLDM | SPDR Gold MiniShares | $9.5M | 119,715 | −268 shares |
| MUB | iShares National Muni Bond ETF | $8.7M | 81,254 | +14,772 shares |
| QQQ | Invesco QQQ Trust | $8.3M | 11,223 | −741 shares |
67 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001834802. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wealth Advisory Solutions, LLC own?
Wealth Advisory Solutions, LLC reported 77 ETF positions worth $321.0M in its Form 13F for June 30, 2026. The largest was SPY, at $44.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.