CIK 1542287
Annex Advisory Services, LLC
Institutional 13F holdings & portfolio
Holdings
357
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 357
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UBND | VICTORY PORTFOLIOS II | 17.0M | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 2.5M | $1M+ | SH |
| SMTH | ALPS ETF TR | 7.0M | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 2.1M | $1M+ | SH |
| IOO | ISHARES TR | 1.3M | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 1.9M | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 2.9M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 718K | $1M+ | SH |
| AAPL | APPLE INC | 465K | $1M+ | SH |
| AMZN | AMAZON COM INC | 461K | $1M+ | SH |
| META | META PLATFORMS INC | 143K | $1M+ | SH |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | 3.0M | $1M+ | SH |
| OSEA | HARBOR ETF TRUST | 2.9M | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 2.5M | $1M+ | SH |
| MBB | ISHARES TR | 903K | $1M+ | SH |
| TKO | TKO GROUP HOLDINGS INC | 399K | $1M+ | SH |
| BAB | INVESCO EXCH TRADED FD TR II | 3.1M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 163K | $1M+ | SH |
| V | VISA INC | 224K | $1M+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 1.6M | $1M+ | SH |
| AVGO | BROADCOM INC | 219K | $1M+ | SH |
| GFLW | VICTORY PORTFOLIOS II | 2.7M | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 1.2M | $1M+ | SH |
| ASML | ASML HOLDING N V | 65K | $1M+ | SH |
| ZROZ | PIMCO ETF TR | 943K | $1M+ | SH |
| GRIN | VICTORY PORTFOLIOS II | 2.2M | $1M+ | SH |
| GOOGL | ALPHABET INC | 191K | $1M+ | SH |
| MS | MORGAN STANLEY | 335K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 1.4M | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC | 504K | $1M+ | SH |
| VFLO | VICTORY PORTFOLIOS II | 1.4M | $1M+ | SH |
| GLOV | GOLDMAN SACHS ETF TR | 912K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 26K | $1M+ | SH |
| MEDP | MEDPACE HLDGS INC | 92K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 619K | $1M+ | SH |
| ORCL | ORACLE CORP | 252K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 958K | $1M+ | SH |
| EXPE | EXPEDIA GROUP INC | 162K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 465K | $1M+ | SH |
| ZETA | ZETA GLOBAL HOLDINGS CORP | 2.1M | $1M+ | SH |
| FNV | FRANCO NEV CORP | 200K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 123K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 430K | $1M+ | SH |
| RBRK | RUBRIK INC. | 486K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 64K | $1M+ | SH |
| VCTR | VICTORY CAP HLDGS INC | 575K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 132K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 61K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 40K | $1M+ | SH |
| WST | WEST PHARMACEUTICAL SVSC INC | 123K | $1M+ | SH |