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CIK: 0001573876
Total reported value
$8.8B
$8.8B
1801 檔
10.3%
According to the latest 13F quarterly dataset, Advisory Services Network, LLC managed an equity portfolio of $8.8B at the end of Q4 2025, spanning 1801 distinct U.S. exchange-listed positions.
Advisory Services Network, LLC executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 11 holdings and trimming 76 positions.
Showing top 200 holdings (of 1801 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.32% | +0.03% | -2.05% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.31% | -0.05% | -3.43% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.22% | +0.13% | +19.03% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 2.02% | -0.44% | +0.36% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.98% | +0.04% | +18.74% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | -0.12% | -0.49% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | +0.03% | -0.21% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.38% | +0.32% | -2.79% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | +0.12% | +1.16% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.15% | +0.08% | +0.41% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | +0.01% | +41.46% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | — | -1.14% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.07% | -0.73% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.09% | -1.52% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.66% | +0.03% | +67.03% | |
| 16 | ACIO | Aptus Collared Invest Opp | ETF-Other | 0.64% | -0.01% | +7.50% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.05% | -1.68% | |
| 18 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 0.63% | — | +0.87% | |
| 19 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.61% | -0.15% | -10.16% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | -0.01% | -14.23% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.56% | +0.11% | -6.13% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | -0.03% | +2.78% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.53% | -0.10% | -7.39% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | +0.03% | +16.09% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | +0.02% | +9.34% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.50% | -0.03% | +70.28% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.49% | +0.01% | +12.70% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | -0.02% | +4.45% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.48% | -0.06% | -0.84% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.01% | +1.25% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.24% | -1.26% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.41% | +0.03% | +40.13% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.01% | +2.28% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.41% | +0.08% | +102.71% | |
| 35 | LRCX | Lam Research CORP | Stock-Tech | 0.40% | +0.33% | -0.47% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.40% | -0.03% | +7.45% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.39% | +0.10% | -0.45% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.38% | +0.07% | +3.17% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.35% | -0.02% | -0.79% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.35% | +0.01% | +5.07% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | +0.01% | +0.28% | |
| 42 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.33% | -0.05% | +35.20% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.15% | -1.99% | |
| 44 | ANET | Arista Networks Inc | Stock-Tech | 0.33% | +0.05% | -2.28% | |
| 45 | DRSK | Aptus Defined Risk ETF | ETF-Other | 0.32% | -0.03% | +4.46% | |
| 46 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.32% | +0.13% | +150.26% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.07% | +4.19% | |
| 48 | HDV | Ishares Core High Dividend E | ETF-Other | 0.31% | -0.22% | +4.13% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.31% | +0.03% | +95.75% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.31% | +0.11% | -6.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.3% | +19.03% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +18.74% | Add |
| 3 | FTXL | First Trust Nasdaq Semicondu | +0.3% | +6464.40% | Add |
| 4 | MISL | First Trust Indxx Aero & Def | +0.3% | +48689.23% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +41.46% | Add |
| 6 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +67.03% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.16% | Add |
| 8 | LLY | Eli Lilly & Co | +0.2% | -0.73% | Trim |
| 9 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +243.65% | Add |
| 10 | SOXX | Ishares Semiconductor ETF | +0.2% | +150.26% | Add |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.2% | +70.28% | Add |
| 12 | IYW | Ishares Ustechnology ETF | +0.2% | +95.75% | Add |
| 13 | FIS | Fidelity National Info Serv | +0.1% | +3682.93% | Add |
| 14 | SFLR | Innovator Eqty Mgd Floor ETF | +0.1% | +2450.35% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -1.68% | Trim |
| 16 | MU | Micron Technology Inc | +0.1% | +1.59% | Add |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +40.13% | Add |
| 18 | WMT | Walmart Inc | +0.1% | +0.36% | Add |
| 19 | SPBU | Allizim Buf15 Uncpd Aloc ETF | +0.1% | +2450.70% | Add |
| 20 | LRCX | Lam Research CORP | +0.1% | -0.47% | Trim |
| 21 | ICSH | Ishares Ultra Short Duration | +0.1% | +35.20% | Add |
| 22 | MUB | Ishares National Muni Bond E | +0.1% | +42.16% | Add |
| 23 | EFA | Ishares Msci Eafe ETF | +0.1% | +70.96% | Add |
| 24 | FTLS | First Trust Long/short Eqty | +0.1% | +131.03% | Add |
| 25 | BMO | Bank Of Montreal | +0.1% | +1709.06% | Add |
| 26 | DFCF | Dimensional Core Fixed Inc | +0.1% | +8626.80% | Add |
| 27 | BTAL | Agf US Market Neutral Anti-b | +0.1% | +2091.66% | Add |
| 28 | IJR | Ishares Core S&p Small-cap E | +0.1% | +16.09% | Add |
| 29 | ACWI | Ishares Msci Acwi ETF | +0.1% | +377.25% | Add |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +201.45% | Add |
| 31 | WBD | Warner Bros Discovery Inc | +0.1% | +262.15% | Add |
| 32 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +12.70% | Add |
| 33 | MRK | Merck & Co. Inc. | +0.1% | +15.64% | Add |
| 34 | GS | Goldman Sachs Group Inc | +0.1% | +24.39% | Add |
| 35 | IAU | Ishares Gold Trust | +0.1% | +14.71% | Add |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +87.51% | Add |
| 37 | VXUS | Vanguard Total Intl Stock | +0.1% | +42.13% | Add |
| 38 | AMD | Advanced Micro Devices | +0.1% | -6.27% | Trim |
| 39 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +375.40% | Add |
| 40 | SLV | Ishares Silver Trust | +0.1% | +15.07% | Add |
| 41 | XLV | Ss Health Care Select Sector | +0.1% | +36.04% | Add |
| 42 | IWD | Ishares Russell 1000 Value E | +0.1% | +47.03% | Add |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +557.89% | Add |
| 44 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +57.36% | Add |
| 45 | SMH | Vaneck Semiconductor ETF | +0.1% | +58.18% | Add |
| 46 | ISRG | Intuitive Surgical Inc | +0.1% | +7.00% | Add |
| 47 | FSTA | Fidelity Msci Cons Stap Indx | +0.1% | +2354.12% | Add |
| 48 | REET | Ishares Global Reit ETF | +0.1% | +25385.39% | Add |
| 49 | INTC | Intel CORP | +0.1% | +73.92% | Add |
| 50 | PXH | Inves Rafi Emer Mrkt-usd Inc | +0.1% | +8943.68% | Add |
According to official SEC Form 13F filings, Advisory Services Network, LLC reported a total U.S. public equity portfolio value of $8.8B across 1801 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, IVV) accounted for 10.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFAI
市值: $3.4M
Top Position Liquidated / Trimmed
QQXT
前期市值: $17.5M
During Q4 2025, Advisory Services Network, LLC's top holdings by market value included NVDA (3.3%)、AAPL (3.3%)、IVV (2.2%). The largest single position, NVDA, represented 3.3% of total portfolio value.
In Q4 2025, Advisory Services Network, LLC made 200 total portfolio adjustments, initiating 7 new buys, adding to 106 positions, trimming 76 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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