ADVISORTRUST PARTNERS, LLC — 13F Holdings & Portfolio

CIK 2115523 · latest 13F-HR filed 2026-08-10

ADVISORTRUST PARTNERS, LLC manages $292.3M in 13F-reported U.S. long-equity assets across 199 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (5.44%), AVGO (4.80%), TSM (3.85%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 31 new positions, exited 87, added to 120, and trimmed 22.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
9121 ANSON WAY
SUITE 200
RALEIGH, NC 27615
Phone
(919) 607-4183
Filing Manager
ADVISORTRUST PARTNERS, LLC
RALEIGH, NC
Signatory
JAMES F CASTLEMAN JR
MANAGING MEMBER
Loading holdings…
AUM

$292.3M

Long-equity book

Holdings

199

Distinct positions

Period

2026-06-30

Filed 2026-08-10

Q/Q Activity

+31 / −87 / ↑120 / ↓22

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR S&P 500 ETF T$12.5M +364.3%
  • VANGUARD WELLINGTON FD$5.5M +1148.2%
  • ASTRAZENECA PLC$5.1M +1873.4%
  • JOHNSON & JOHNSON$5.0M +345.4%
  • ISHARES TR$4.9M +13596.3%
Show all 120

Top Trims

  • SPDR GOLD TR-$9.9M -96.8%
  • TARGET CORP-$5.2M -90.4%
  • INVESCO QQQ TR-$4.4M -29.4%
  • AMGEN INC-$4.0M -93.8%
  • ISHARES TR-$3.8M -30.8%
Show all 22

New Positions

  • FIDELITY COVINGTON TRUST$5.1M
  • DIMENSIONAL ETF TRUST$5.1M
  • DIMENSIONAL ETF TRUST$5.0M
  • BUNGE GLOBAL SA$3.7M
  • ISHARES TR$3.0M
Show all 31

Exited Positions

  • INVESCO ACTVELY MNGD ETC FD$12.4M
  • VANGUARD STAR FDS$692.1K
  • ISHARES TR$615.5K
  • VANGUARD TAX-MANAGED FDS$600.0K
  • VANGUARD INTL EQUITY INDEX F$586.1K
Show all 87
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $15.9M 5.44% 21,304 SH
2 BROADCOM INC AVGO 11135F101 $14.0M 4.80% 37,114 SH
3 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $11.3M 3.85% 23,570 SH
4 INVESCO QQQ TR QQQ 46090E103 $10.4M 3.57% 14,173 SH
5 JPMORGAN CHASE & CO JPM 46625H100 $9.6M 3.30% 29,465 SH
6 APPLE INC AAPL 037833100 $9.0M 3.09% 31,269 SH
7 ISHARES TR EEM 464287234 $8.6M 2.93% 125,124 SH
8 ISHARES TR IYZ 464287713 $8.5M 2.92% 201,487 SH
9 WALMART INC WMT 931142103 $8.2M 2.79% 72,018 SH
10 PNC FINL SVCS GROUP INC PNC 693475105 $6.5M 2.22% 26,405 SH
11 JOHNSON & JOHNSON JNJ 478160104 $6.5M 2.22% 25,546 SH
12 VANGUARD WELLINGTON FD VFMF 921935607 $6.0M 2.06% 34,070 SH
13 MERCK & CO INC MRK 58933Y105 $5.5M 1.88% 42,883 SH
14 ASTRAZENECA PLC AZN G0593M107 $5.4M 1.83% 28,284 SH
15 FIDELITY COVINGTON TRUST FDMO 316092816 $5.1M 1.75% 51,975 SH
16 DIMENSIONAL ETF TRUST DFAS 25434V500 $5.1M 1.74% 61,850 SH
17 JOHN HANCOCK EXCHANGE TRADED JHMM 47804J206 $5.0M 1.73% 67,359 SH
18 SCHWAB STRATEGIC TR SCHD 808524797 $5.0M 1.73% 159,070 SH
19 DIMENSIONAL ETF TRUST DFLV 25434V666 $5.0M 1.71% 126,678 SH
20 ISHARES TR IYF 464287788 $4.9M 1.69% 38,800 SH
21 EMERSON ELEC CO EMR 291011104 $4.7M 1.61% 32,850 SH
22 ROYAL BK CDA RY 780087102 $4.6M 1.58% 22,270 SH
23 PROLOGIS INC. PLD 74340W103 $4.2M 1.44% 30,976 SH
24 NXP SEMICONDUCTORS N V NXPI N6596X109 $3.9M 1.33% 13,862 SH
25 QUALCOMM INC QCOM 747525103 $3.8M 1.29% 20,330 SH
26 BUNGE GLOBAL SA BG H11356104 $3.7M 1.28% 35,096 SH
27 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $3.3M 1.11% 65,953 SH
28 PIMCO ETF TR PYLD 72201R585 $3.2M 1.10% 121,608 SH
29 CAPITAL GROUP CORE EQUITY ET CGUS 14020V108 $3.1M 1.07% 70,331 SH
30 PEPSICO INC PEP 713448108 $3.1M 1.06% 22,992 SH
31 ISHARES TR IYE 464287796 $3.0M 1.04% 53,884 SH
32 NVIDIA CORPORATION NVDA 67066G104 $2.9M 0.98% 14,352 SH
33 MICROSOFT CORP MSFT 594918104 $2.3M 0.80% 6,256 SH
34 ISHARES TR DVY 464287168 $2.0M 0.69% 12,892 SH
35 CAPITAL GRP FIXED INCM ETF T CGCP 14020Y102 $1.9M 0.64% 83,758 SH
36 CAPITAL GRP FIXED INCM ETF T CGMS 14020Y300 $1.9M 0.64% 68,175 SH
37 ELI LILLY & CO LLY 532457108 $1.8M 0.60% 1,473 SH
38 ISHARES TR ITOT 464287150 $1.7M 0.59% 10,587 SH
39 DUKE ENERGY CORP NEW DUK 26441C204 $1.5M 0.52% 11,998 SH
40 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $1.5M 0.50% 43,714 SH
41 TRUIST FINL CORP TFC 89832Q109 $1.3M 0.46% 27,015 SH
42 ALPHABET INC GOOGL 02079K305 $1.3M 0.44% 3,585 SH
43 GABELLI GLOBAL UTIL & INCOME GLU 36242L105 $1.3M 0.43% 65,982 SH
44 DOMINION ENERGY INC D 25746U109 $1.2M 0.42% 17,786 SH
45 CATERPILLAR INC CAT 149123101 $1.1M 0.38% 1,043 SH
46 META PLATFORMS INC META 30303M102 $1.1M 0.38% 1,954 SH
47 MICRON TECHNOLOGY INC MU 595112103 $1.1M 0.37% 948 SH
48 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $1.1M 0.37% 5,139 SH
49 ABBVIE INC ABBV 00287Y109 $1.1M 0.37% 4,298 SH
50 AMAZON COM INC AMZN 023135106 $1.0M 0.36% 4,396 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $292.3M 199 0001398344-26-013936
2026-03-31 2026-05-06 $240.4M 255 0001398344-26-008546
2025-12-31 2026-03-10 $227.6M 156 0001398344-26-004941