ADVISORTRUST PARTNERS, LLC
ADVISORTRUST PARTNERS, LLC reported 199 positions worth $292.3M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: SPY (5.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $15.9M | 5.44% | 21,304 | — | — | |
| ▸ 2 | AVGO | SH | $14.0M | 4.80% | 37,114 | — | — | |
| ▸ 3 | TSM | SH | $11.3M | 3.85% | 23,570 | — | — | |
| ▸ 4 | QQQ | SH | $10.4M | 3.57% | 14,173 | — | — | |
| ▸ 5 | JPM | SH | $9.6M | 3.30% | 29,465 | — | — | |
| ▸ 6 | AAPL | SH | $9.0M | 3.10% | 31,269 | — | — | |
| ▸ 7 | EEM | SH | $8.6M | 2.93% | 125,124 | — | — | |
| ▸ 8 | IYZ | SH | $8.5M | 2.92% | 201,487 | — | — | |
| ▸ 9 | WMT | SH | $8.2M | 2.79% | 72,018 | — | — | |
| ▸ 10 | PNC | SH | $6.5M | 2.22% | 26,405 | — | — |
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Frequently Asked Questions
What stocks does ADVISORTRUST PARTNERS, LLC hold as of Q2 2026?
ADVISORTRUST PARTNERS, LLC reported 199 positions worth $292.3M in its Q2 2026 13F filing. Largest positions: SPY (5.4%), AVGO (4.8%), TSM (3.9%), QQQ (3.6%) and JPM (3.3%).
What did ADVISORTRUST PARTNERS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ADVISORTRUST PARTNERS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.