Advisory Services Network, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 7,067,116
- Description
- Atlanta Georgia based advisory led wealth manager with an independent advisory structure and a high accountability and controls oriented investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for fiduciary household mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through fundamental conviction testing and mandate calibration.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 1,801 | 7,067,116 | 13F-HR | Advisory Services Network, LLC |
| Q3 2025 | 11/18/2025 | 4,516 | 6,818,555 | 13F-HR | Advisory Services Network, LLC |
| Q2 2025 | 8/19/2025 | 1,742 | 6,213,107 | 13F-HR | Advisory Services Network, LLC |
| Q1 2025 | 5/15/2025 | 1,609 | 5,203,783 | 13F-HR | Advisory Services Network, LLC |
| Q4 2024 | 2/13/2025 | 1,564 | 5,367,944 | 13F-HR | Advisory Services Network, LLC |
| Q3 2024 | 11/14/2024 | 1,526 | 4,837,070 | 13F-HR | Advisory Services Network, LLC |
| Q2 2024 | 8/13/2024 | 1,526 | 4,837,070 | 13F-HR | Advisory Services Network, LLC |
| Q1 2024 | 5/6/2024 | 1,453 | 4,509,180 | 13F-HR | Advisory Services Network, LLC |
| Q4 2023 | 2/9/2024 | 3,891 | 4,091,891 | 13F-HR | Advisory Services Network, LLC |
| Q3 2023 | 11/14/2023 | 1,472 | 3,723,266 | 13F-HR | Advisory Services Network, LLC |
| Q2 2023 | 8/9/2023 | 1,436 | 3,753,275 | 13F-HR | Advisory Services Network, LLC |
| Q1 2023 | 5/17/2023 | 4,018 | 3,609,728 | 13F-HR | Advisory Services Network, LLC |
| Q4 2022 | 2/13/2023 | 4,018 | 3,262,557 | 13F-HR | Advisory Services Network, LLC |
| Q3 2022 | 11/14/2022 | 1,355 | 2,833,009 | 13F-HR | Advisory Services Network, LLC |
| Q2 2022 | 8/2/2022 | 1,372 | 2,923,906 | 13F-HR | Advisory Services Network, LLC |
| Q1 2022 | 5/23/2022 | 1,447 | 3,397,443 | 13F-HR | Advisory Services Network, LLC |
| Q4 2021 | 2/14/2022 | 1,399 | 3,475,914 | 13F-HR | Advisory Services Network, LLC |
| Q3 2021 | 11/5/2021 | 1,381 | 3,144,490 | 13F-HR | Advisory Services Network, LLC |
| Q2 2021 | 8/12/2021 | 3,692 | 3,169,899 | 13F-HR | Advisory Services Network, LLC |
| Q1 2021 | 5/24/2021 | 1,277 | 2,691,849 | 13F-HR | Advisory Services Network, LLC |
| Q4 2020 | 2/9/2021 | 3,671 | 2,492,277 | 13F-HR | Advisory Services Network, LLC |
| Q3 2020 | 11/16/2020 | 3,739 | 2,124,868 | 13F-HR | Advisory Services Network, LLC |
| Q2 2020 | 8/10/2020 | 1,046 | 1,822,105 | 13F-HR | Advisory Services Network, LLC |
| Q1 2020 | 5/15/2020 | 3,216 | 1,528,750 | 13F-HR | Advisory Services Network, LLC |
| Q4 2019 | 2/4/2020 | 3,191 | 1,901,460 | 13F-HR | Advisory Services Network, LLC |
| Q2 2014 | 7/10/2014 | 246 | 236,232 | 13F-HR | Advisory Services Network, LLC |
| Q1 2014 | 4/9/2014 | 204 | 193,957 | 13F-HR | Advisory Services Network, LLC |
| Q4 2013 | 2/13/2014 | 1,111 | 199,156 | 13F-HR | Advisory Services Network, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.758 M | 53.2% | 0 | 29.04 K | -29.04 K |
| ETFs | 3.309 M | 46.8% | 277.6 K | 0 | 277.6 K |
| Debt | 53 | 0.0% | 53 | 0 | 53 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
7,067,116
Holdings
1801
QoQ value change ($000)
248,561
(3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.