Bullish
Agent
Market
▾
Economic Calendar
Market Stats
Lists
EDGAR
Earnings
Ratings
Insiders
Shorts
Offerings
▾
Follow-Ons
IPO Calendar
Funds
▾
Portfolio (Quarterly)
Holdings (Monthly)
All Stakes
Directory
Legends
ETFs
Screener
Research
▾
Articles
Wyckoff Method Guide
Sign in
Register
🌙
Portfolio (Quarterly)
Guide ↗
Investment Advisory Services Group LLC
·
CIK 0002099157
13F Portfolio
$137M AUM
37 positions
Filed Jul 29, 2026
EDGAR ↗
← All Funds
Q2 2026
Q1 2026
·
All
9 New
19 Added
6 Reduced
1 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
USFR
WISDOMTREE TR
—
5,863
$295K
0.26%
SOLD
Sector Allocation
Technology
34.0%
Communication Services
26.6%
Consumer Cyclical
20.8%
Financial Services
9.5%
Industrials
6.2%
Healthcare
2.8%