BREAKTHRU ADVISORY SERVICES, LLC - Portfolio Stock Holdings
BREAKTHRU ADVISORY SERVICES, LLC disclosed 59 stock positions in a recent SEC 13F filing. $29,776,692 of stock holdings were filed, with the largest holdings including SPY, JMTG, and IWM. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $125,740,000 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
59Est. Stock Holding Value:
$29,776,692Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - BREAKTHRU ADVISORY SERVICES, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...