AdviceOne Advisory Services, LLC - Portfolio Stock Holdings
AdviceOne Advisory Services, LLC disclosed 46 stock positions in a recent SEC 13F filing. $167,610,212 of stock holdings were filed, with the largest holdings including RTX, CARR, and OTIS. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $2,045,736,720 and has 56 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
46Est. Stock Holding Value:
$167,610,212Top Stock Holdings By Sector
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Portfolio Stock Holdings - AdviceOne Advisory Services, LLC
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% of Portfolio
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