ADVISORTRUST PARTNERS, LLC - Portfolio Stock Holdings

ADVISORTRUST PARTNERS, LLC disclosed 284 stock positions in a recent SEC 13F filing. $291,767,705 of stock holdings were filed, with the largest holdings including SPY, AVGO, and TSM. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $435,290,041 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from corporations and other businesses.