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Portfolio (Quarterly) Guide ↗

AdviceOne Advisory Services, LLC

· CIK 0001998980
13F Portfolio $177M AUM 45 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 7 New 15 Added 10 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RTX RTX CORPORATION Industrials 607,171.0 $115.2M 65.08% -11K -1.8% $189.73 +11.6%
2 LECO LINCOLN ELEC HLDGS INC Industrials 9,389.0 $2.5M 1.41% -625.0 -6.2% $265.51 +7.3%
3 IVV ISHARES TR 855.0 $640K 0.36% -369.0 -30.1% $748.89 +3.2%
4 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,446.0 $457K 0.26% -232.0 -6.3% $132.52 +4.6%
5 GOOG ALPHABET INC 1,269.0 $448K 0.25% -8.0 -0.6% $353.39
6 BAC BANK OF AMER CORP Financial Services 6,989.0 $398K 0.23% -45.0 -0.6% $56.98 +9.4%
7 WMT WALMART INC Consumer Defensive 2,853.0 $323K 0.18% -203.0 -6.6% $113.27 -9.0%
8 V VISA INC Financial Services 864.0 $297K 0.17% -57.0 -6.2% $343.21 +11.2%
9 LHX L3HARRIS TECHNOLOGIES INC Industrials 813.0 $236K 0.13% -458.0 -36.0% $290.59 -9.6%
10 BERKSHIRE HATHAWAY INC DEL 422.0 $211K 0.12% -17.0 -3.9% $500.39

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
Industrials 84.8%
Technology 5.4%
Consumer Cyclical 4.7%
Financial Services 1.5%
Healthcare 1.0%
Communication Services 0.8%
Utilities 0.8%
Energy 0.6%
Consumer Defensive 0.3%