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Portfolio (Quarterly) Guide ↗

Advisory Alpha, LLC

· CIK 0001576762
13F Portfolio $4.1B AUM 571 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 69 New 271 Added 163 Reduced 43 Exited
Page 1 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYG SPDR SERIES TRUST 2,888,101.0 $343.7M 8.43% -62K -2.1% $118.99 +0.9%
2 SCHM SCHWAB STRATEGIC TR 6,983,767.0 $257.5M 6.32% -168K -2.4% $36.87 -2.5%
3 SPDW SPDR INDEX SHS FDS 4,000,503.0 $201.6M 4.95% -93K -2.3% $50.39 +3.4%
4 SCHA SCHWAB STRATEGIC TR 3,796,240.0 $137.2M 3.36% -86K -2.2% $36.13 -4.2%
5 SRLN SSGA ACTIVE ETF TR 2,246,592.0 $90.5M 2.22% -81K -3.5% $40.29 +1.0%
6 XLI SELECT SECTOR SPDR TR 310,256.0 $57.5M 1.41% -35K -10.3% $185.24 -2.7%
7 ICVT ISHARES TR 403,189.0 $49.1M 1.20% -12K -2.9% $121.75 -5.2%
8 VSS VANGUARD INTL EQUITY INDEX F 283,898.0 $43.8M 1.07% -3K -1.2% $154.31 +4.0%
9 XLC SELECT SECTOR SPDR TR 326,682.0 $35.0M 0.86% -4K -1.2% $107.13 +5.6%
10 VIG VANGUARD SPECIALIZED FUNDS 139,306.0 $33.0M 0.81% -6K -4.0% $236.62 +3.2%
11 MLPX GLOBAL X FDS 404,310.0 $29.8M 0.73% -8K -2.0% $73.66 +2.6%
12 FLRN SPDR SERIES TRUST 806,621.0 $24.9M 0.61% -42K -5.0% $30.85 -0.1%
13 XLB SELECT SECTOR SPDR TR 415,988.0 $21.1M 0.52% -4K -0.9% $50.83 +5.8%
14 XLE SELECT SECTOR SPDR TR 283,956.0 $15.1M 0.37% -36K -11.2% $53.11 +18.0%
15 XLU SELECT SECTOR SPDR TR 320,069.0 $14.5M 0.36% -342K -51.7% $45.34 -3.9%
16 SJNK SPDR SERIES TRUST 518,155.0 $13.0M 0.32% -11K -2.1% $25.03 -0.5%
17 SPY STATE STR SPDR S&P 500 ETF T Financial Services 15,953.0 $11.9M 0.29% -3K -15.1% $746.94 +2.6%
18 AMAT APPLIED MATLS INC Technology 10,869.0 $7.9M 0.19% -661.0 -5.7% $723.09 -33.8%
19 VTI VANGUARD INDEX FDS 19,577.0 $7.2M 0.18% -131.0 -0.7% $370.16 +2.2%
20 J P MORGAN EXCHANGE TRADED F 136,583.0 $6.9M 0.17% -7K -5.1% $50.57
Page 1 of 9  ·  163 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 13.5%
Industrials 10.6%
Consumer Cyclical 10.6%
Healthcare 7.2%
Communication Services 6.8%
Consumer Defensive 6.1%
Utilities 4.0%
Energy 3.8%
Real Estate 1.8%