AmeriServ Wealth Advisors
AmeriServ Wealth Advisors reported 94 holdings worth US$150M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
AmeriServ Wealth Advisors reported 94 holdings worth US$150M as of Jun 30, 2026. Largest: Ameriserv Financial Inc., Eli Lilly And Company and Apple Inc. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 94
- Value as reported
- US$150M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Ameriserv Financial Inc. | 889K | US$3.45M | 2.3% |
| Eli Lilly And Company | 2,762 | US$3.31M | 2.2% |
| Apple Inc | 8,810 | US$2.55M | 1.7% |
| Nvidia Corporation | 10,262 | US$2.05M | 1.4% |
| Alphabet Inc (google) Class C | 2,741 | US$980K | 0.65% |
| Intel Corporation | 6,769 | US$945K | 0.63% |
| Microsoft Corp. | 1,890 | US$705K | 0.47% |
| Costco Wholesale Corporation | 663 | US$620K | 0.41% |
| Visa Inc. | 1,745 | US$599K | 0.40% |
| Amazon.com, Inc. | 2,494 | US$594K | 0.40% |
| Pnc Financial Services Group, Inc. (the) | 2,337 | US$575K | 0.38% |
| Altria Group, Inc. | 7,667 | US$552K | 0.37% |
| Walmart Inc. | 4,539 | US$514K | 0.34% |
| Boeing Company (the) | 2,263 | US$490K | 0.33% |
| Exelon Corporation | 9,047 | US$422K | 0.28% |
| Jp Morgan Chase & Co. | 1,259 | US$412K | 0.27% |
| F.n.b. Corporation | 21,137 | US$403K | 0.27% |
| Nucor Corporation | 1,578 | US$351K | 0.23% |
| Bank Of America Corporation | 4,776 | US$272K | 0.18% |
| Philip Morris International Inc | 1,428 | US$258K | 0.17% |
| Exxon Mobil Corporation | 1,768 | US$242K | 0.16% |
| Duke Energy Corporation (holding Company) | 1,881 | US$238K | 0.16% |
| Mcdonald's Corporation | 853 | US$231K | 0.15% |
| Constellation Energy Corporation | 877 | US$218K | 0.14% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Abbvie Inc. | 0 | US$0 | 0.00% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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