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Tracy Murray

Wealth Advisory Solutions, Llc

Assets Managed
$487.143M
Holdings
150
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
8.54%(2Q avg: 6.58%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Advisory Solutions, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 150 positions.

Assets under management

The assets under management (AUM) of Wealth Advisory Solutions, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 487.143M in assets, with a quarterly growth rate of 8.54% and a 2-quarter average growth rate of 6.58%. The portfolio is managed by Tracy Murray, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.73%
9.21%
$44.856M
60,067 shares@ $746.78 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -4.29%
6.31%
$30.701M
398,148 shares@ $77.12 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -1.29%
5.95%
$28.965M
136,135 shares@ $212.77 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 1.74%
5.92%
$28.827M
328,030 shares@ $87.89 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -2.86%
4.13%
$20.077M
193,267 shares@ $103.89 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -1.06%
4%
$19.448M
16,214 shares@ $1199.43 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -4.71%
3.18%
$15.482M
64,956 shares@ $238.35 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.9%
2.94%
$14.301M
49,424 shares@ $289.36 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Decreased -2.8%
2.32%
$11.281M
164,903 shares@ $68.41 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.96%
2.29%
$11.141M
34,035 shares@ $327.34 avg price

1-10 of 150