AmeriServ Wealth Advisors - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, AmeriServ Wealth Advisors held in its portfolio 59 assets valued at $172,017,886 (i.e. $172.02M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($81.06M), ISHARES TR ($16.00M), and ISHARES TR ($15.48M).
The chart below shows the top 10 valuable assets, and the table below shows the top 59 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
AmeriServ Wealth Advisors - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 129262 | 81064077 | S&P 500 ETF SHS |
| ISHARES TR | 166429 | 16003812 | 7-10 YR TRSY BD |
| ISHARES TR | 129713 | 15481245 | 3 7 YR TREAS BD |
| VANGUARD SCOTTSDALE FDS | 108028 | 6344483 | SHORT TERM TREAS |
| ISHARES TR | 103884 | 5493385 | ISHS 1-5YR INVS |
| VANGUARD SCOTTSDALE FDS | 66090 | 3687821 | LONG TERM TREAS |
| ELI LILLY & CO | 2931 | 3149886 | COM |
| AMERISERV FINL INC | 888709 | 2834984 | COM |
| APPLE INC | 8952 | 2433690 | COM |
| NVIDIA CORPORATION | 10563 | 1969999 | COM |
| ISHARES TR | 6977 | 1717457 | RUSSELL 2000 ETF |
| ISHARES TR | 31361 | 1689730 | ISHS 5-10YR INVT |
| INVESCO QQQ TR | 2677 | 1644507 | UNIT SER 1 |
| SELECT SECTOR SPDR TR | 9571 | 1377936 | STATE STREET TEC |
| LITMAN GREGORY FDS TR | 46834 | 1314161 | IMGP DBI MANAGED |
| SPDR S&P 500 ETF TR | 1799 | 1226773 | TR UNIT |
| SELECT SECTOR SPDR TR | 26459 | 1199915 | STATE STREET MAT |
| MICROSOFT CORP | 2376 | 1149081 | COM |
| SELECT SECTOR SPDR TR | 26808 | 1144432 | STATE STREET UTI |
| VANGUARD ADMIRAL FDS INC | 2541 | 1129702 | 500 GRTH IDX F |
| WALMART INC | 8924 | 994221 | COM |
| PROSHARES TR | 14075 | 991020 | PSHS ULTRA QQQ |
| PROSHARES TR | 16373 | 948323 | PSHS ULT S&P 500 |
| SELECT SECTOR SPDR TR | 5463 | 847420 | STATE STREET IND |
| SPDR GOLD TR | 2016 | 798960 | GOLD SHS |
| ISHARES TR | 8252 | 794419 | RUS MID CAP ETF |
| ISHARES TR | 1154 | 790420 | CORE S&P500 ETF |
| UNITED STS NAT GAS FD LP | 60000 | 735600 | UNIT PAR |
| ISHARES TR | 8685 | 700271 | IBOXX HI YD ETF |
| SELECT SECTOR SPDR TR | 5914 | 696195 | STATE STREET COM |
| VISA INC | 1939 | 680026 | COM CL A |
| COSTCO WHSL CORP NEW | 778 | 670899 | COM |
| AMAZON COM INC | 2670 | 616288 | COM |
| BOEING CO | 2807 | 609455 | COM |
| ALTRIA GROUP INC | 9729 | 560973 | COM |
| PNC FINL SVCS GROUP INC | 2588 | 540193 | COM |
| CONSTELLATION ENERGY CORP | 1505 | 531670 | COM |
| ALPHABET INC | 1611 | 504243 | CAP STK CL A |
| SELECT SECTOR SPDR TR | 8928 | 488986 | STATE STREET FIN |
| EXELON CORP | 10784 | 470074 | COM |
| ALPHABET INC | 1456 | 456892 | CAP STK CL C |
| F N B CORP | 25673 | 439007 | COM |
| SELECT SECTOR SPDR TR | 9624 | 430288 | STATE STREET ENE |
| SELECT SECTOR SPDR TR | 2725 | 421829 | STATE STREET HEA |
| JPMORGAN CHASE & CO. | 1263 | 406963 | COM |
| NUVEEN PENNSYLVANIA QLT MUN | 33281 | 395711 | COM |
| NUCOR CORP | 2297 | 374663 | COM |
| PALANTIR TECHNOLOGIES INC | 1633 | 290265 | CL A |
| DUKE ENERGY CORP NEW | 2460 | 288336 | COM NEW |
| MCDONALDS CORP | 943 | 288208 | COM |
| META PLATFORMS INC | 435 | 287138 | CL A |
| INTEL CORP | 7634 | 281694 | COM |
| ISHARES TR | 5161 | 274306 | CORE DIVID ETF |
| BANK AMERICA CORP | 4776 | 262680 | COM |
| ABBVIE INC | 1043 | 238314 | COM |
| BLACKROCK MUNIYIELD FD INC | 22375 | 234713 | COM |
| PHILIP MORRIS INTL INC | 1428 | 229051 | COM |
| HOME DEPOT INC | 595 | 204738 | COM |
| NUVEEN QUALITY MUNCP INCOME | 15504 | 186358 | COM |
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