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Abigail Lemke

Breakthru Advisory Services, Llc

Assets Managed
$29.777M
Holdings
14
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
-52.25%(2Q avg: -56.19%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Breakthru Advisory Services, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

Assets under management

The assets under management (AUM) of Breakthru 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 - Q2, they manage 29.777M in assets, with a quarterly growth rate of -52.25% and a 2-quarter average growth rate of -56.19%. The portfolio is managed by Abigail Lemke, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -47.28%
18.13%
$5.396M
7,226 shares@ $746.77 avg price
JMTG
Mortgage-backed Securities
Recent Activity
Decreased -7.71%
14.33%
$4.266M
84,183 shares@ $50.69 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -19.17%
12.76%
$3.798M
12,642 shares@ $300.46 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
12.65%
$3.767M
36,260 shares@ $103.89 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -14.23%
8.39%
$2.496M
3,333 shares@ $748.89 avg price
ESN
Essential 40 Stock Etf
Recent Activity
Decreased -16.03%
7.9%
$2.351M
118,222 shares@ $19.89 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -7.25%
6.19%
$1.84M
18,280 shares@ $100.68 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -23.55%
5.8%
$1.727M
47,275 shares@ $36.54 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -22.39%
5.58%
$1.659M
2,253 shares@ $736.4 avg price
XAR
Spdr S&p Aerospace & Def Etf
Recent Activity
Decreased -30.75%
2.55%
$758,571
2,673 shares@ $283.8 avg price

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