Ameritas Advisory Services, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1901275
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$5.0B
Holdings
1,942
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Ameritas Advisory Services, LLC disclosed 1,942 positions worth $5.0B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 2.5% of the equity portfolio. During the quarter the fund opened 1057 new positions and exited 224 and a full exit from $QQQ. The portfolio is most concentrated in Other (70.0% of disclosed assets). All figures are sourced directly from Ameritas Advisory Services, LLC’s Form 13F-HR filing with the SEC under CIK 1901275.
AI Fund Analysis
Stable
$AAPL2.5% weight
Held 10 quarters
JANUS DETROIT STR TR - HEN
2.3% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
1.8% weight
Held 10 quarters
ISHARES TR - CORE S&P500 E
1.8% weight
Held 10 quarters
ISHARES TR - RUS 1000 GRW
1.8% weight
Held 10 quarters
COLUMBIA ETF TR I - RESH E
6 quarters accumulating
PACER FDS TR - TRENDP US L
6 quarters accumulating
$SPY4 quarters accumulating
VANGUARD INDEX FDS - S&P 5
4 quarters accumulating
$NVDA4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$124.5M430,305 sh JANUS DETROIT STR TR - HENDRSON AAA CL
—Quality
$112.7M2,231,635 shSPDR SERIES TRUST - ST STR P500GRW
—Quality
$91.1M765,951 shISHARES TR - CORE S&P500 ETF
—Quality
$89.7M119,791 shISHARES TR - RUS 1000 GRW ETF
—Quality
$88.0M708,413 sh- —
Quality
$74.5M99,725 sh - 59.9
Quality
$73.4M1,401,573 sh COLUMBIA ETF TR I - RESH ENHNC COR
—Quality
$72.8M1,681,628 shFIDELITY COVINGTON TRUST - DIVID ETF RISI
—Quality
$70.9M1,092,623 shFIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$69.0M1,517,610 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $124.5M | 430,305 |
| JANUS DETROIT STR TR - HENDRSON AAA CL | — | $112.7M | 2,231,635 |
| SPDR SERIES TRUST - ST STR P500GRW | — | $91.1M | 765,951 |
| ISHARES TR - CORE S&P500 ETF | — | $89.7M | 119,791 |
| ISHARES TR - RUS 1000 GRW ETF | — | $88.0M | 708,413 |
| SPDR S&P 500 ETF TRUST$SPY | — | $74.5M | 99,725 |
 WisdomTree, Inc.$WT | 59.9 | $73.4M | 1,401,573 |
| COLUMBIA ETF TR I - RESH ENHNC COR | — | $72.8M | 1,681,628 |
| FIDELITY COVINGTON TRUST - DIVID ETF RISI | — | $70.9M | 1,092,623 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $69.0M | 1,517,610 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Ameritas Advisory Services, LLC's 1,942 positions.
Showing top 10 of 1,942 holdings.
Sector Allocation
Other
$3.5B
Technology
$573.2M
Financials
$447.5M
Industrials
$146.8M
Consumer Discretionary
$95.4M
Healthcare
$73.0M
Energy
$36.0M
Utilities
$29.9M
Top Holdings — Ameritas Advisory Services, LLC (Q2 2026)
Top 150 of 1,942 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $124.5M | 2.5% | +42% | 76.4 |
| 2 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $112.7M | 2.3% | +118% | — |
| 3 | — | SPDR SERIES TRUST - ST STR P500GRW | $91.1M | 1.8% | +79% | — |
| 4 | — | ISHARES TR - CORE S&P500 ETF | $89.7M | 1.8% | +149% | — |
| 5 | — | ISHARES TR - RUS 1000 GRW ETF | $88.0M | 1.8% | +654% | — |
| 6 | $SPY | SPDR S&P 500 ETF TRUST | $74.5M | 1.5% | +117% | — |
| 7 | $WT | WisdomTree, Inc. | $73.4M | 1.5% | +44% | 59.9 |
| 8 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $72.8M | 1.5% | +140% | — |
| 9 | — | FIDELITY COVINGTON TRUST - DIVID ETF RISI | $70.9M | 1.4% | +52% | — |
| 10 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $69.0M | 1.4% | +94% | — |
| 11 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $66.0M | 1.3% | +35% | — |
| 12 | — | ISHARES TR - MSCI USA MMENTM | $65.9M | 1.3% | +51% | — |
| 13 | $NVDA | NVIDIA CORP | $62.7M | 1.3% | +64% | 85.9 |
| 14 | — | VANGUARD WORLD FD - INF TECH ETF | $57.5M | 1.2% | +1476% | — |
| 15 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $53.8M | 1.1% | +180% | — |
| 16 | — | STARBOARD INVT TR - ADAPTIVE ALPHA | $51.9M | 1.1% | +57% | — |
| 17 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $48.7M | 1.0% | +220% | — |
| 18 | — | PGIM ETF TR - AAA CLO ETF | $48.1M | 1.0% | +208% | — |
| 19 | — | VANGUARD INDEX FDS - VALUE ETF | $47.8M | 1.0% | +176% | — |
| 20 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $45.8M | 0.9% | +120% | — |
| 21 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $40.0M | 0.8% | +108% | — |
| 22 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $39.6M | 0.8% | +49% | — |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $38.6M | 0.8% | +89% | 73.8 |
| 24 | — | PGIM ETF TR - PGIM ULTRA SH BD | $38.1M | 0.8% | +86% | — |
| 25 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $37.4M | 0.8% | +42% | — |
| 26 | — | ISHARES TR - CORE S&P MCP ETF | $37.3M | 0.8% | +71% | — |
| 27 |  $MSFT | MICROSOFT CORP | $37.1M | 0.8% | +41% | 79.8 |
| 28 | — | VANGUARD INDEX FDS - MID CAP ETF | $37.0M | 0.8% | +811% | — |
| 29 | — | VANGUARD WORLD FD - ENERGY ETF | $34.4M | 0.7% | +43% | — |
| 30 |  $AMZN | AMAZON COM INC | $34.4M | 0.7% | +78% | 68.7 |
| 31 | — | VANGUARD WORLD FD - UTILITIES ETF | $33.0M | 0.7% | +47% | — |
| 32 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $33.0M | 0.7% | +46% | — |
| 33 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $32.9M | 0.7% | +36% | — |
| 34 | — | VANGUARD WORLD FD - MATERIALS ETF | $32.5M | 0.7% | +42% | — |
| 35 | — | VANGUARD INDEX FDS - GROWTH ETF | $32.4M | 0.7% | +1454% | — |
| 36 | — | VANGUARD WORLD FD - CONSUM STP ETF | $31.6M | 0.6% | +49% | — |
| 37 | — | VANGUARD WORLD FD - COMM SRVC ETF | $31.5M | 0.6% | +75% | — |
| 38 | — | PIMCO ETF TR - 1-5 US TIP IDX | $30.0M | 0.6% | +54% | — |
| 39 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $28.1M | 0.6% | +457% | — |
| 40 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $27.9M | 0.6% | +45% | — |
| 41 | — | GLOBAL X FDS - US INFR DEV ETF | $27.8M | 0.6% | +35% | — |
| 42 |  $CAT | CATERPILLAR INC | $26.7M | 0.5% | +93% | 66.5 |
| 43 |  $AVGO | Broadcom Inc. | $26.6M | 0.5% | +14% | 84.5 |
| 44 |  $TSLA | Tesla, Inc. | $26.4M | 0.5% | +64% | 53.9 |
| 45 | — | ISHARES TR - 0-3 MTH TREASURY | $26.3M | 0.5% | +238% | — |
| 46 | — | VANGUARD INDEX FDS - SMALL CP ETF | $26.2M | 0.5% | +66% | — |
| 47 | — | VANGUARD WORLD FD - FINANCIALS ETF | $26.0M | 0.5% | +49% | — |
| 48 |  $IVZ | Invesco Ltd. | $24.2M | 0.5% | +928% | — |
| 49 | — | ISHARES TR - MSCI USA QLT FCT | $24.0M | 0.5% | +2% | — |
| 50 | — | ISHARES TR - CORE S&P SCP ETF | $23.7M | 0.5% | +128% | — |
| 51 | — | ISHARES TR - S&P 500 GRWT ETF | $23.5M | 0.5% | +122% | — |
| 52 |  $INTC | INTEL CORP | $23.4M | 0.5% | +479% | 45.6 |
| 53 | $IVZ | Invesco Ltd. | $23.2M | 0.5% | +165% | — |
| 54 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $23.2M | 0.5% | +91% | — |
| 55 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $23.0M | 0.5% | +99% | — |
| 56 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $22.6M | 0.5% | +62% | — |
| 57 | — | ISHARES TR - MSCI INTL QUALTY | $21.2M | 0.4% | +210% | — |
| 58 | — | ISHARES TR - ESG MSCI KLD ETF | $20.8M | 0.4% | +53% | — |
| 59 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $20.7M | 0.4% | +123% | — |
| 60 |  $AMD | ADVANCED MICRO DEVICES INC | $20.4M | 0.4% | +137% | 79.8 |
| 61 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $20.0M | 0.4% | +367% | — |
| 62 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $18.9M | 0.4% | +162% | — |
| 63 | — | BONDBLOXX ETF TRUST - BLOOMBERG SIX MN | $18.9M | 0.4% | +186% | — |
| 64 |  $OUNZ | VanEck Merk Gold ETF | $18.8M | 0.4% | +94% | 33.6 |
| 65 |  $STT | STATE STREET CORP | $18.5M | 0.4% | +43% | 71.5 |
| 66 |  $GOOGL | Alphabet Inc. | $18.1M | 0.4% | +139% | 78.2 |
| 67 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $17.8M | 0.4% | +54% | — |
| 68 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $17.4M | 0.3% | +586% | — |
| 69 | — | FIDELITY COVINGTON TRUST - LOW VOLITY ETF | $17.4M | 0.3% | +138% | — |
| 70 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | $17.3M | 0.3% | +42% | — |
| 71 |  $GOOG | Alphabet Inc. | $16.8M | 0.3% | -29% | 78.2 |
| 72 |  $LLY | ELI LILLY & Co | $16.5M | 0.3% | +110% | 87.5 |
| 73 | — | J P MORGAN EXCHANGE TRADED F - GLOBAL SEL EQUIT | $16.5M | 0.3% | +255% | — |
| 74 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $16.4M | 0.3% | +75% | — |
| 75 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $16.4M | 0.3% | +66% | — |
| 76 |  $JPM | JPMORGAN CHASE & CO | $16.3M | 0.3% | +48% | 70.7 |
| 77 |  $WMT | Walmart Inc. | $15.9M | 0.3% | +78% | 60.2 |
| 78 |  $GLD | SPDR GOLD TRUST | $15.5M | 0.3% | +77% | — |
| 79 | — | ISHARES TR - CORE S&P US VLU | $15.5M | 0.3% | +143% | — |
| 80 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $15.3M | 0.3% | +82% | — |
| 81 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $15.3M | 0.3% | +55% | — |
| 82 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $15.2M | 0.3% | +77% | — |
| 83 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $14.9M | 0.3% | +750% | — |
| 84 |  $MU | MICRON TECHNOLOGY INC | $14.4M | 0.3% | +219% | 86.2 |
| 85 | $IVZ | Invesco Ltd. | $14.2M | 0.3% | +521% | — |
| 86 |  $META | Meta Platforms, Inc. | $13.6M | 0.3% | +37% | 79.6 |
| 87 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | $13.4M | 0.3% | +76% | — |
| 88 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $13.1M | 0.3% | +46% | — |
| 89 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $12.9M | 0.3% | -1% | — |
| 90 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $11.9M | 0.2% | +154% | — |
| 91 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | $11.4M | 0.2% | -17% | — |
| 92 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | $11.3M | 0.2% | +40% | — |
| 93 |  $WDC | WESTERN DIGITAL CORP | $11.2M | 0.2% | +604% | 80.7 |
| 94 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $11.1M | 0.2% | NEW | — |
| 95 | — | NUSHARES ETF TR - NUVEEN ESG INTL | $11.0M | 0.2% | +67% | — |
| 96 | $META | Meta Platforms, Inc. | $10.3M | 0.2% | +98% | 79.6 |
| 97 | — | ISHARES TR - CORE DIV GRWTH | $10.2M | 0.2% | +538% | — |
| 98 | — | ISHARES TR - RUS TP200 GR ETF | $10.2M | 0.2% | +825% | — |
| 99 |  $PHYS | Sprott Physical Gold Trust | $10.1M | 0.2% | +84% | — |
| 100 |  $CRWD | CrowdStrike Holdings, Inc. | $10.1M | 0.2% | +761% | 67.7 |
| 101 |  $PLTR | Palantir Technologies Inc. | $9.7M | 0.2% | +437% | 84.6 |
| 102 |  $CSCO | CISCO SYSTEMS, INC. | $9.5M | 0.2% | +73% | 70.3 |
| 103 | — | ISHARES TR - RUS 1000 VAL ETF | $9.3M | 0.2% | +350% | — |
| 104 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $9.3M | 0.2% | +80% | — |
| 105 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $9.2M | 0.2% | +126% | — |
| 106 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $9.2M | 0.2% | +171% | — |
| 107 | $IVZ | Invesco Ltd. | $9.1M | 0.2% | NEW | — |
| 108 |  $V | VISA INC. | $9.0M | 0.2% | +144% | 82.9 |
| 109 |  $SLV | iShares Silver Trust | $8.9M | 0.2% | +61% | — |
| 110 |  $IAU | ISHARES GOLD TRUST | $8.8M | 0.2% | +120% | — |
| 111 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $8.8M | 0.2% | -5% | — |
| 112 | $WT | WisdomTree, Inc. | $8.7M | 0.2% | +711% | 59.9 |
| 113 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $8.6M | 0.2% | +157% | — |
| 114 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $8.5M | 0.2% | -2% | — |
| 115 | — | ISHARES TR - SYSTEMATIC BD ET | $8.4M | 0.2% | +963% | — |
| 116 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $8.4M | 0.2% | +1169% | — |
| 117 | — | SPDR SERIES TRUST - ST STR P500ETF | $8.4M | 0.2% | +110% | — |
| 118 | — | PACER FDS TR - US CASH COWS 100 | $8.4M | 0.2% | +449% | — |
| 119 | $WT | WisdomTree, Inc. | $8.4M | 0.2% | +536% | 59.9 |
| 120 |  $STX | Seagate Technology Holdings plc | $8.3M | 0.2% | +254% | — |
| 121 |  $ABBV | AbbVie Inc. | $8.2M | 0.2% | +91% | 72.6 |
| 122 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $8.2M | 0.2% | +58% | — |
| 123 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $8.2M | 0.2% | +56% | — |
| 124 | — | ISHARES TR - GLOBAL 100 ETF | $8.1M | 0.2% | -3% | — |
| 125 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $8.1M | 0.2% | +79% | — |
| 126 | — | ISHARES TR - RUSSELL 3000 ETF | $8.0M | 0.2% | NEW | — |
| 127 |  $AMAT | APPLIED MATERIALS INC /DE | $8.0M | 0.2% | +206% | 72.3 |
| 128 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | $7.9M | 0.2% | +210% | — |
| 129 |  $MRVL | Marvell Technology, Inc. | $7.7M | 0.2% | +491% | 76.5 |
| 130 |  $LRCX | LAM RESEARCH CORP | $7.7M | 0.1% | +577% | 79.4 |
| 131 | — | AMERICAN CENTY ETF TR - QUALITY DIVRSFED | $7.6M | 0.1% | +559% | — |
| 132 | — | SPDR SERIES TRUST - ST STR CONV ETF | $7.6M | 0.1% | +958% | — |
| 133 |  $COST | COSTCO WHOLESALE CORP /NEW | $7.6M | 0.1% | +56% | 66.2 |
| 134 |  $SNDK | Sandisk Corp | $7.6M | 0.1% | +572% | 87.7 |
| 135 |  $CVX | CHEVRON CORP | $7.5M | 0.1% | +68% | 62.8 |
| 136 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | $7.4M | 0.1% | +441% | — |
| 137 | — | SPDR SERIES TRUST - ST STR SP DIV | $7.4M | 0.1% | +35% | — |
| 138 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $7.3M | 0.1% | +201% | — |
| 139 | — | ISHARES TR - CORE US AGGBD ET | $7.3M | 0.1% | +945% | — |
| 140 | — | ISHARES TR - CONV BD ETF | $7.3M | 0.1% | NEW | — |
| 141 |  $PG | PROCTER & GAMBLE Co | $7.2M | 0.1% | +31% | 64.6 |
| 142 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF | $7.2M | 0.1% | +652% | — |
| 143 | — | ISHARES TR - U.S. TECH ETF | $7.2M | 0.1% | +20% | — |
| 144 |  $UPS | UNITED PARCEL SERVICE INC | $7.0M | 0.1% | +1% | 58.6 |
| 145 | $IVZ | Invesco Ltd. | $7.0M | 0.1% | NEW | — |
| 146 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $6.9M | 0.1% | -22% | — |
| 147 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $6.9M | 0.1% | -16% | — |
| 148 | $IVZ | Invesco Ltd. | $6.9M | 0.1% | +537% | — |
| 149 | — | ISHARES TR - CORE 40 MODE ETF | $6.8M | 0.1% | +81% | — |
| 150 | — | PRINCIPAL EXCHANGE TRADED FD - US MEGA CP ETF | $6.8M | 0.1% | NEW | — |
New Positions (1057)
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$11.1M
ISHARES TR - RUSSELL 3000 ETF$8.0M
ISHARES TR - CONV BD ETF$7.3M
PRINCIPAL EXCHANGE TRADED FD - US MEGA CP ETF$6.8M
$ALAB Astera Labs, Inc.$5.9M EA SERIES TRUST - ALPHA ARCH 1-3$5.5M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$5.0M
AMERICAN CENTY ETF TR - AVANTIS US LARG$4.0M
FIRST TR EXCHNG TRADED FD VI - FT VEST NAS$4.0M
$FIX COMFORT SYSTEMS USA INC$3.8M
$BPRE Bluerock Private Real Estate Fund$3.7M VANGUARD WHITEHALL FDS - INTL DVD ETF$3.7M
$COHR COHERENT CORP.$3.4M
$SMTC SEMTECH CORP$3.3M
$ON ON SEMICONDUCTOR CORP$3.2MExited Positions (224)
$QQQ INVESCO QQQ TRUST, SERIES 1
$GLDM World Gold Trust ISHARES TR
FIRST TR EXCHANGE-TRADED FD
$FOX Fox Corp ISHARES INC
$FXF Invesco CurrencyShares Swiss Franc Trust
$TMUS T-Mobile US, Inc.
$PWR QUANTA SERVICES, INC.
$CFG CITIZENS FINANCIAL GROUP INC/RI
$RTX RTX Corp FIRST TR EXCH TRADED FD III
$ETR ENTERGY CORP /DE/ FIRST TR EXCHANGE-TRADED FD
ISHARES INC
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