INVESTMENT ADVISORY SERVICES INC /TX /ADV
INVESTMENT ADVISORY SERVICES INC /TX /ADV reported 140 positions worth $347.2M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: QQQ (11.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $39.7M | 11.42% | 53,857 | — | — | |
| ▸ 2 | VIG | SH | $38.9M | 11.20% | 164,367 | — | — | |
| ▸ 3 | MSFT | SH | $13.5M | 3.88% | 36,139 | — | — | |
| ▸ 4 | AAPL | SH | $13.4M | 3.85% | 46,250 | — | — | |
| ▸ 5 | JEPI | SH | $12.6M | 3.64% | 223,721 | — | — | |
| ▸ 6 | WMT | SH | $11.2M | 3.24% | 99,218 | — | — | |
| ▸ 7 | COWZ | SH | $11.2M | 3.22% | 179,806 | — | — | |
| ▸ 8 | FFLG | SH | $9.7M | 2.78% | 278,352 | — | — | |
| ▸ 9 | SCHD | SH | $8.3M | 2.38% | 260,830 | — | — | |
| ▸ 10 | IUSG | SH | $7.7M | 2.22% | 41,010 | — | — |
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Frequently Asked Questions
What stocks does INVESTMENT ADVISORY SERVICES INC /TX /ADV hold as of Q2 2026?
INVESTMENT ADVISORY SERVICES INC /TX /ADV reported 140 positions worth $347.2M in its Q2 2026 13F filing. Largest positions: QQQ (11.4%), VIG (11.2%), MSFT (3.9%), AAPL (3.9%) and JEPI (3.6%).
What did INVESTMENT ADVISORY SERVICES INC /TX /ADV buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did INVESTMENT ADVISORY SERVICES INC /TX /ADV 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.