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Frank J. Lapinsky

Ameriserv Wealth Advisors

Assets Managed
$156.666M
Holdings
59
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-8.92%(2Q avg: -11%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ameriserv Wealth Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Ameriserv Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 156.666M in assets, with a quarterly growth rate of -8.92% and a 2-quarter average growth rate of -11%. The portfolio is managed by Frank J. Lapinsky, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.87%
47.89%
$75.016M
125,540 shares@ $597.55 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Decreased -7.55%
9.38%
$14.684M
153,851 shares@ $95.44 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Decreased -7.13%
9.12%
$14.286M
120,458 shares@ $118.6 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Decreased -7.72%
3.73%
$5.835M
99,678 shares@ $58.54 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Decreased -9.12%
3.17%
$4.962M
94,402 shares@ $52.56 avg price
VGLT
Vanguard Long-term Treasury
Recent Activity
Decreased -9.54%
2.12%
$3.309M
59,785 shares@ $55.36 avg price
ASRV
Ameriserv Financial Inc
Recent Activity
Increased 0.05%
2.06%
$3.219M
889,090 shares@ $3.62 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -4.33%
1.65%
$2.579M
2,804 shares@ $919.77 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.48%
1.43%
$2.238M
8,819 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.15%
1.14%
$1.784M
10,230 shares@ $174.4 avg price

1-10 of 59