1y return+16.3%S&P 500 +20.9%
3y return+44.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $133 against $157 in the S&P 500.2
Ameritas Advisory Services, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $124.5M | 2.5% | +41.8% |
| JAAAJanus Detroit Str Tr | $112.7M | 2.3% | +118.1% |
| SPYGSpdr Series Trust | $91.1M | 1.8% | +78.8% |
| IVVIshares Tr | $89.7M | 1.8% | +149.0% |
| IWFIshares Tr | $88.0M | 1.8% | +88.5% |
| SPYState Str Spdr S&p 500 Etf T | $74.5M | 1.5% | +117.4% |
| IHDGWisdomtree Tr | $73.4M | 1.5% | +44.0% |
| RECSColumbia Etf Tr I | $72.8M | 1.5% | +139.8% |
| FDRRFidelity Covington Trust | $70.9M | 1.4% | +52.3% |
| FBNDFidelity Merrimack Str Tr | $69.0M | 1.4% | +94.0% |
| VOOVanguard Index Fds | $66.0M | 1.3% | +34.8% |
| MTUMIshares Tr | $65.9M | 1.3% | +51.2% |
| NVDANvidia Corporation | $62.7M | 1.3% | +63.5% |
| VGTVanguard World Fd | $57.5M | 1.2% | +97.0% |
| CGDVCapital Group Dividend Value | $53.8M | 1.1% | +179.5% |
| AGOXStarboard Invt Tr | $51.9M | 1.0% | +56.7% |
| DYNFBlackrock Etf Trust | $48.7M | 1.0% | +219.8% |
| PAAAPgim Etf Tr | $48.1M | 1.0% | +207.6% |
| VTVVanguard Index Fds | $47.8M | 1.0% | +176.5% |
| VTIVanguard Index Fds | $45.8M | 0.9% | +120.3% |
| SCHDSchwab Strategic Tr | $40.0M | 0.8% | +108.4% |
| VHTVanguard World Fd | $39.6M | 0.8% | +49.3% |
| BRK/BBerkshire Hathaway Inc Del | $38.6M | 0.8% | +89.3% |
| PULSPgim Etf Tr | $38.1M | 0.8% | +86.2% |
| VISVanguard World Fd | $37.4M | 0.8% | +41.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $62.7M |
| CGGRCapital Group Growth Etf | December 31, 2022 | +136.7% | $28.1M |
| XLKSelect Sector Spdr Tr | December 31, 2021 | +119.2% | $32.9M |
| VGTVanguard World Fd | December 31, 2021 | +108.7% | $57.5M |
| VDEVanguard World Fd | December 31, 2021 | +93.4% | $34.4M |
| MTUMIshares Tr | December 31, 2021 | +88.6% | $65.9M |
| CGDVCapital Group Dividend Value | September 30, 2023 | +86.2% | $53.8M |
| VISVanguard World Fd | September 30, 2023 | +84.8% | $37.4M |
| VOXVanguard World Fd | September 30, 2023 | +74.9% | $31.5M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2021 | +67.4% | $38.6M |
Sold off last quarter
- QQQInvesco Qqq Tr was $43.1M
- IDMOInvesco Exch Traded Fd Tr II was $15.7M
- GLDMWorld Gold Tr was $6.6M
- SHYGIshares Tr was $5.9M
- FBTFirst Tr Exchange-traded Fd was $5.9M
- FOXAFox Corp was $2.6M
- EZUIshares Inc was $2.5M
- FXFInvesco Currencyshares Swiss was $2.3M
- TMUST-mobile Us Inc was $2.1M
- PWRQuanta Svcs Inc was $1.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +7.0% | +10.5% |
| March 31, 2025 | −3.0% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +6.5% | +10.0% |
| December 31, 2023 | +8.7% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +6.0% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −13.3% | −16.5% |
| March 31, 2022 | −4.0% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ameritas Advisory Services, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1901275&type=13F-HR&dateb=&owner=include&count=40CIK 1901275
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1901275/000190127526000010/Filed August 14, 2026 · accession 0001901275-26-000010