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Wealth Advisory Solutions, LLC

Wealth Advisory Solutions, LLC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001834802
Keine Kursdaten verfügbar.
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Stammdaten

Unternehmen & Branche

NameWealth Advisory Solutions, LLC
Ticker–
CIK0001834802

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)IN
Geschäftsadresse1630 W. OAK ST SUITE 201, 46077 ZIONSVILLE, IN
Telefon3175590687
EIN (IRS)82-1659672

Listing & Historie

Fiskaljahr-Ende31.12.

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 830 von typischerweise 8349 Fonds (10 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
LPL Financial LLC5.622.50805.622.508308.338.335Neu+100,0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.134.63003.134.630171.903.084Neu+100,0%
Cetera Investment Advisers2.098.42902.098.429115.077.840Neu+100,0%
SHP Wealth Management2.003.95302.003.953109.896.680Neu+100,0%
RAYMOND JAMES FINANCIAL INC1.489.18901.489.18981.667.109Neu+100,0%
GREAT VALLEY ADVISOR GROUP, INC.1.391.52401.391.52476.311.127Neu+100,0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.034.38001.034.38056.725.399Neu+100,0%
Equitable Holdings, Inc.725.0920725.09240.293.362Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC719.9860719.98639.484.028Neu+100,0%
ADAMSBROWN WEALTH CONSULTANTS LLC624.654594.60930.04537.660.409Aufgestockt+5,1%
OSAIC HOLDINGS, INC.636.4820636.48234.918.472Neu+100,0%
RFG Advisory, LLC570.4250570.42531.282.088Neu+100,0%
HighTower Advisors, LLC565.3250565.32531.002.813Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC559.9150559.91530.705.760Neu+100,0%
Drake & Associates, LLC548.5550548.55530.082.733Neu+100,0%
CWM, LLC538.9150538.91529.554.083Neu+100,0%
BANK OF AMERICA CORP /DE/535.6050535.60529.372.582Neu+100,0%
MML INVESTORS SERVICES, LLC513.2490513.24928.146.588Neu+100,0%
PLANNING ALTERNATIVES LTD /ADV482.9780482.97826.486.497Neu+100,0%
Gratus Wealth Advisors, LLC456.8160456.81625.051.767Neu+100,0%
MANCHESTER FINANCIAL INC456.0120456.01225.007.699Neu+100,0%
Insight Wealth Strategies, LLC385.732368.51017.22223.097.648Aufgestockt+4,7%
Rooted Wealth Advisors, Inc.379.1700379.17022.625.085Neu+100,0%
Retirement Management Systems Inc.405.4060405.40622.232.439Neu+100,0%
Whitaker-Myers Wealth Managers, LTD.397.7230397.72321.811.127Neu+100,0%
WELLS FARGO & COMPANY/MN358.0790358.07919.637.030Neu+100,0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC319.9210319.92117.877.174Neu+100,0%
Private Advisor Group, LLC311.2650311.26517.069.793Neu+100,0%
Kestra Advisory Services, LLC309.6280309.62816.979.977Neu+100,0%
MERCER GLOBAL ADVISORS INC /ADV302.9870302.98716.615.830Neu+100,0%
Three Cord True Wealth Management, LLC290.0110290.01115.904.203Neu+100,0%
Ameritas Advisory Services, LLC285.5350285.53515.658.727Neu+100,0%
D'Orazio & Associates, Inc.283.6810283.68115.557.086Neu+100,0%
Modern Wealth Management, LLC248.0140248.01413.983.002Neu+100,0%
StoneCrest Wealth Management, Inc.224.418225.508-1.09013.530.161Reduziert-0,5%
Kovack Advisors, Inc.232.5260232.52613.109.816Neu+100,0%
Brookstone Capital Management232.8090232.80912.767.246Neu+100,0%
TITLEIST ASSET MANAGEMENT, LLC228.1130228.11312.509.735Neu+100,0%
Bucket List Wealth Management, LLC214.8670214.86711.783.319Neu+100,0%
Per Stirling Capital Management, LLC.199.8480199.84810.959.678Neu+100,0%
CPA Asset Management Group, LLC176.93150.316126.61510.667.170Aufgestockt+251,6%
Amplius Wealth Advisors, LLC191.7930191.79310.517.954Neu+100,0%
Cyr Financial Inc.189.7140189.71410.403.916Neu+100,0%
Kingsview Wealth Management, LLC188.8200188.82010.354.914Neu+100,0%
Avid Wealth Partners LLC178.9380178.9389.812.968Neu+100,0%
Dogwood Wealth Management LLC160.272146.05914.2139.662.826Aufgestockt+9,7%
Systelligence, LLC156.673165.135-8.4629.445.815Reduziert-5,1%
SILVER OAK SECURITIES, INCORPORATED171.4300171.4309.401.213Neu+100,0%
Tidemark, LLC167.3840167.3849.179.360Neu+100,0%
IFC & Insurance Marketing, Inc.151.715140.22811.4879.146.897Aufgestockt+8,2%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 830 von typischerweise 8349 Fonds (10 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
ADAMSBROWN WEALTH CONSULTANTS LLC624.654594.609+5,1%37.660.40925,910 %6 Q
Insight Wealth Strategies, LLC385.732368.510+4,7%23.097.64815,890 %4 Q
StoneCrest Wealth Management, Inc.224.418225.508-0,5%13.530.1619,310 %5 Q
CPA Asset Management Group, LLC176.93150.316+251,6%10.667.1707,340 %3 Q
Dogwood Wealth Management LLC160.272146.059+9,7%9.662.8266,65100 %5 Q
Systelligence, LLC156.673165.135-5,1%9.445.8156,500 %9 Q
IFC & Insurance Marketing, Inc.151.715140.228+8,2%9.146.8976,290 %2 Q
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.99.63997.225+2,5%6.002.9834,130 %5 Q
Professional Financial Advisors, LLC68.55265.675+4,4%4.132.9962,840 %16 Q
RDA Financial Network60.21356.748+6,1%3.630.2602,500 %5 Q
Hennion & Walsh Asset Management, Inc.124.7120+100,0%3.056.6912,10100 %1 Q
Meriwether Wealth & Planning, LLC46.14039.297+17,4%2.781.7811,910 %5 Q
Annex Advisory Services, LLC41.01539.524+3,8%2.472.8101,70100 %3 Q
Westmount Partners, LLC40.0000+100,0%2.411.6001,66100 %1 Q
CGC Financial Services, LLC22.27818.913+17,8%1.343.1410,920 %9 Q
Southland Equity Partners LLC19.09518.171+5,1%1.151.2380,79100 %15 Q
Key Client Fiduciary Advisors, LLC16.19316.602-2,5%976.2900,67100 %9 Q
Next Level Private LLC15.57315.734-1,0%938.8870,650 %2 Q
Redhawk Wealth Advisors, Inc.10.4779.097+15,2%631.6710,430 %9 Q
Baron Wealth Management LLC6.9436.884+0,9%418.5730,290 %6 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.312,5145
31.03.2026✓26039,62.105
31.12.2025✓22430,91.668
30.09.2025✓18122,11.114
30.06.2025✓13312,6565
31.03.2025✓795,7228

Top 10 Neueinsteiger

FondsAnteileWert (USD)
PLANNING ALTERNATIVES LTD /ADV482.97826.486.497
Gratus Wealth Advisors, LLC456.81625.051.767
IFC & Insurance Marketing, Inc.140.2287.690.104
Hidden Cove Wealth Management, LLC124.0386.802.244
Baird Financial Group, Inc.100.7595.525.624
SUSQUEHANNA INTERNATIONAL GROUP, LLP96.0875.269.411
CPWA, LLC67.3494.090.083
Perigon Wealth Management, LLC64.5803.541.560
Ascentis Independent Advisors53.8072.950.811
Cedar Wealth Management, LLC48.8732.680.195

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.134.6301.161.380+58.9 %171.903.084
SHP Wealth Management2.003.9531.141.512+132.4 %109.896.680
LPL Financial LLC5.622.5081.072.945+23.6 %308.338.335
RAYMOND JAMES FINANCIAL INC1.489.189531.657+55.5 %81.667.109
Cetera Investment Advisers2.098.429523.230+33.2 %115.077.840
BANK OF AMERICA CORP /DE/535.605445.719+495.9 %29.372.582
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.034.380372.381+56.3 %56.725.399
WELLS FARGO & COMPANY/MN358.079353.040+7006.2 %19.637.030
HighTower Advisors, LLC565.325270.452+91.7 %31.002.813
MERCER GLOBAL ADVISORS INC /ADV302.987265.755+713.8 %16.615.830

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
JANE STREET GROUP, LLC83.037-366.963-81.5 %4.553.749
Western Wealth Management, LLC13.050-95.536-88.0 %715.652
Able Wealth Management LLC101.568-87.086-46.2 %5.569.978
WESPAC Advisors, LLC9.574-49.634-83.8 %525.038
Kovack Advisors, Inc.232.526-44.035-15.9 %13.109.816
WJ Wealth Management, LLC61.669-39.895-39.3 %3.381.864
Systelligence, LLC165.135-36.918-18.3 %9.056.003
Per Stirling Capital Management, LLC.199.848-26.339-11.6 %10.959.678
FOUNDERS FINANCIAL SECURITIES LLC70.473-17.502-19.9 %4.152.269
Sanctuary Advisors, LLC44.362-11.405-20.5 %2.432.790

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