AmeriServ Wealth Advisors has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing, signed by President and CEO Frank J. Lapinsky, details the firm's holdings in 55 distinct equity securities.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The largest individual position is Ameriserv Financial Inc., with 889,755 shares. Other significant holdings include NVIDIA Corporation with 9,120 shares, Alphabet Inc. Class C shares with 994 shares, and Apple Inc. with 7,223 shares.
The filing also lists substantial positions in various sector-specific ETFs, including the Select Sector SPDR Trust funds for Technology, Health Care, and Energy, as well as broad-market ETFs like the Vanguard S&P 500 ETF and the iShares Core S&P 500 ETF. Additionally, the portfolio includes positions in companies such as Microsoft, JPMorgan Chase & Co., and ExxonMobil Holdings Corp.
