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Breakthru Advisory Services - Q2 2026 13F Filings

BR

Breakthru Advisory Services, LLC

CIK: 0002055645
Address: Wisconsin Muskego W160s6550 Commerce Dr. Suite 210
$29.78 M
Portfolio Value
14
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/23/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026

No buy transactions available for this period

Top Sells

Q2 2026

Asset Allocation

Stocks/ETFs
-52.26%
$29.78 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Breakthru Advisory Services Q2 2026 Filing Summary

Breakthru Advisory Services, LLC filed its 13F report for Q2 2026 on July 23, 2026. The portfolio totaled 29.78 M reflecting a -52.26% change from the prior quarter, spanning 14 assets. The top 10 holdings comprised 94.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 45 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Breakthru Advisory Services’s Q2 2026 Filing

Breakthru Advisory Services submitted their Form 13F-HR for the Q2 2026 period on 07/23/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Breakthru Advisory Services reported a managed portfolio value of 29.78 M, consisting of 14 individual positions.

This page displays the raw filing documents. To see which stocks Breakthru Advisory Services bought or sold during Q2 2026, please visit Breakthru Advisory Services's Portfolio Analysis page.