Investment Advisory Services Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The report lists the firm's total holdings in 135 separate positions.
The filing indicates that the firm holds a significant position in Walmart Inc., with 10,223,064 shares valued at $9,837,404. Other notable individual stock holdings include Microsoft Corporation with 18,627,190 shares, Apple Inc. with 15,660,539 shares, and Visa Inc. Class A with 897,799 shares.
In addition to individual equities, the report details substantial investments in exchange-traded funds (ETFs). The firm holds the Vanguard Specialized Funds Dividend Appreciation ETF with 39,778,817 shares and the Fidelity Covington Trust Fidelity Fund LR with 321,518 shares. Other ETF positions include the Vanguard S&P 500 ETF Shares and the Invesco QQQ Trust Series 1.
The filing lists CJ Haynes as the Chief Compliance Officer responsible for the report, which was submitted on October 23, 2026.
