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Kirk Tokheim

Ameritas Advisory Services, Llc

Assets Managed
$2.579B
Holdings
1075
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
-3.76%(2Q avg: 35.79%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ameritas Advisory Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1075 positions.

Assets under management

The assets under management (AUM) of Ameritas Advisory Services, Llc 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 2.579B in assets, with a quarterly growth rate of -3.76% and a 2-quarter average growth rate of 35.79%. The portfolio is managed by Kirk Tokheim, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.95%
2.99%
$77.003M
303,411 shares@ $253.8 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 3.41%
2%
$51.548M
1.023M shares@ $50.38 avg price
IHDG
Wisdomtree International Hed
Recent Activity
Decreased -13.51%
1.82%
$46.851M
973,021 shares@ $48.15 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -24.29%
1.68%
$43.102M
74,676 shares@ $577.19 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.02%
1.66%
$42.602M
71,295 shares@ $597.55 avg price
FDRR
Fidelity Div Etf Rise Rates
Recent Activity
Decreased -3.34%
1.64%
$42.185M
717,397 shares@ $58.81 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -3.33%
1.63%
$41.938M
428,327 shares@ $97.92 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 1.17%
1.56%
$40.054M
93,934 shares@ $426.41 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 1.42%
1.39%
$35.692M
782,368 shares@ $45.62 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.62%
1.3%
$33.391M
191,465 shares@ $174.4 avg price

1-10 of 1075