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Holland Advisory Services, Inc. - Portfolio Stock Holdings

Holland Advisory Services, Inc. disclosed 53 stock positions in a recent SEC 13F filing. $90,539,747 of stock holdings were filed, with the largest holdings including IVV, IJH, and IJR. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $307,659,373 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

53

Est. Stock Holding Value:

$90,539,747

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Holland Advisory Services, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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