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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 4 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BSJR INVESCO EXCH TRD SLF IDX FD 465,244.0 $10.4M 0.26% +33K +7.7% $22.35 +0.1%
62 VBK VANGUARD INDEX FDS 27,456.0 $10.0M 0.25% +1K +4.3% $365.72 -2.6%
63 META META PLATFORMS INC Communication Services 17,351.0 $9.8M 0.24% +3K +19.7% $563.42 +2.3%
64 DFSV DIMENSIONAL ETF TRUST 238,078.0 $9.2M 0.23% +15K +6.5% $38.79 +3.2%
65 DISV DIMENSIONAL ETF TRUST 227,732.0 $9.1M 0.22% +15K +6.9% $40.13 +11.2%
66 LLY ELI LILLY & CO Healthcare 7,238.0 $8.7M 0.21% +1K +16.9% $1199.71 -0.8%
67 BERKSHIRE HATHAWAY INC DEL 16,722.0 $8.4M 0.20% +2K +17.0% $500.43
68 AMAT APPLIED MATLS INC Technology 10,869.0 $7.9M 0.19% -661.0 -5.7% $723.09 -33.7%
69 CAT CATERPILLAR INC Industrials 7,135.0 $7.6M 0.19% +1K +18.1% $1065.20 -22.8%
70 PG PROCTER & GAMBLE CO Consumer Defensive 49,531.0 $7.3M 0.18% +27K +115.6% $146.65 -1.1%
71 VTI VANGUARD INDEX FDS 19,577.0 $7.2M 0.18% -131.0 -0.7% $370.16 +2.2%
72 VUG VANGUARD INDEX FDS 83,149.0 $7.2M 0.18% +69K +478.6% $86.14 +1.5%
73 BSJS INVESCO EXCH TRD SLF IDX FD 327,100.0 $7.1M 0.17% +25K +8.2% $21.75 +0.1%
74 J P MORGAN EXCHANGE TRADED F 136,583.0 $6.9M 0.17% -7K -5.1% $50.57
75 JPM JPMORGAN CHASE & CO Financial Services 20,476.0 $6.7M 0.16% +7K +50.9% $327.41 +8.9%
76 WMT WALMART INC Consumer Defensive 57,915.0 $6.6M 0.16% +6K +10.9% $113.27 -7.9%
77 VTIP VANGUARD MALVERN FDS 115,968.0 $5.8M 0.14% +26K +28.6% $50.23 -0.8%
78 PMAY INNOVATOR ETFS TRUST 137,093.0 $5.7M 0.14% +100K +271.2% $41.30 +1.8%
79 JNJ JOHNSON & JOHNSON Healthcare 22,094.0 $5.6M 0.14% +6K +33.9% $254.04 +6.3%
80 XOM EXXON MOBIL CORP Energy 38,417.0 $5.3M 0.13% +2K +6.8% $136.74 +15.7%
Page 4 of 29  ·  571 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%