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Portfolio (Quarterly) Guide ↗

Asset Allocation Strategies LLC

· CIK 0001922879
13F Portfolio $563.1B AUM 168 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 74 Added 58 Reduced 14 Exited
Page 4 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JMEE J P MORGAN EXCHANGE TRADED F 28,071.0 $1.9M 0.33% +7K +34.0% $66.77 +7.7%
62 MLPA GLOBAL X FDS 33,941.0 $1.8M 0.33% +6K +23.7% $53.87 +2.8%
63 XLV SELECT SECTOR SPDR TR 11,780.0 $1.7M 0.31% -984.0 -7.7% $146.61 -1.0%
64 MEAR ISHARES U S ETF TR 33,078.0 $1.7M 0.30% NEW $50.34 -0.2%
65 EVSM MORGAN STANLEY ETF TRUST 32,598.0 $1.6M 0.29% NEW $50.19 -0.1%
66 IWR ISHARES TR 16,405.0 $1.6M 0.28% -2K -10.4% $97.23 +6.6%
67 XLU SELECT SECTOR SPDR TR 34,235.0 $1.6M 0.28% -5K -13.1% $45.89 -4.4%
68 VIG VANGUARD SPECIALIZED FUNDS 7,260.0 $1.6M 0.28% -2K -23.2% $215.06 +6.7%
69 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,398.0 $1.6M 0.28% $650.39 +13.6%
70 FNDC SCHWAB STRATEGIC TR 32,843.0 $1.5M 0.27% $46.36 +6.4%
71 FXU FIRST TR EXCHANGE-TRADED FD 29,458.0 $1.5M 0.26% -895.0 -3.0% $49.59 -4.9%
72 VOO VANGUARD INDEX FDS 2,394.0 $1.4M 0.25% -187.0 -7.2% $597.66 +13.7%
73 NVDA NVIDIA CORPORATION Technology 8,059.0 $1.4M 0.25% -1K -11.6% $174.40 +35.2%
74 VTEB VANGUARD MUN BD FDS 26,574.0 $1.3M 0.23% NEW $49.89 -0.1%
75 FTSL FIRST TR EXCHANGE-TRADED FD 28,969.0 $1.3M 0.23% -2K -7.2% $44.80 +0.8%
76 WTMF WISDOMTREE TR 31,486.0 $1.2M 0.22% +645.0 +2.1% $39.69 +3.2%
77 JAAA JANUS DETROIT STR TR 20,591.0 $1.0M 0.18% -25K -55.1% $50.37 +0.5%
78 FTCB FIRST TR EXCHANGE-TRADED FD 48,645.0 $1.0M 0.18% +14K +41.9% $20.96 -1.0%
79 VSS VANGUARD INTL EQUITY INDEX F 6,925.0 $1.0M 0.18% -5K -40.6% $145.79 +8.1%
80 IVV ISHARES TR 1,500.0 $980K 0.17% -350.0 -18.9% $653.29 +13.7%
Page 4 of 9  ·  167 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
Financial Services 66.6%
Technology 12.2%
Energy 5.4%
Consumer Cyclical 4.3%
Communication Services 3.5%
Industrials 3.4%
Consumer Defensive 1.9%
Healthcare 1.3%
Utilities 0.8%
Basic Materials 0.7%