ADVISORTRUST PARTNERS, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Raleigh, NC
CIK
0002115523
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
255
240,437
QQQ, PDBC, IYZ, AVGO
13F-HR
5/6/2026
000139834426008546
Q4 2025
156
227,620
QQQ, AVGO, IYW, IYF
13F-HR
3/10/2026
000139834426004941