AmeriServ Wealth Advisors

CIK 0001102062 • 7 13F filings • May 14, 2025 – Oct 21, 2026

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Filer information

Filed by: AmeriServ Wealth Advisors, PRESIDENT & CEO
Address: 216 Franklin Street, Johnstown, PA, 15901
Phone: 814-533-5392
AUM: $172.0M

AUM over time

$125.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $156.7M1 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$202K	0.1%	928 SH	New
ALPHABET INC	CAP STK CL A	$441K	0.3%Prev: 0.2%	1,534 SH	Increased-174 SH
ALPHABET INC	CAP STK CL C	$389K	0.2%Prev: 0.1%	1,356 SH	Increased-236 SH
ALTRIA GROUP INC	COM	$660K	0.4%Prev: 0.3%	10,007 SH	Increased+363 SH
AMAZON COM INC	COM	$530K	0.3%Prev: 0.3%	2,547 SH	Increased-163 SH
AMERISERV FINL INC	COM	$3.2M	2.1%Prev: 1.3%	889,090 SH	Increased-13,265 SH
APPLE INC	COM	$2.2M	1.4%Prev: 1.4%	8,819 SH	Decreased-1,939 SH
BANK AMERICA CORP	COM	$233K	0.1%Prev: 0.1%	4,776 SH	Increased-119 SH
BLACKROCK MUNIYILD QULT FD I	COM	$226K	0.1%	20,591 SH	New
BOEING CO	COM	$481K	0.3%Prev: 0.3%	2,417 SH	Decreased-901 SH
CHEVRON CORPORATION	COM	$210K	0.1%	1,016 SH	New
CONSTELLATION ENERGY CORP	COM	$351K	0.2%	1,257 SH	New
COSTCO WHOLESALE CORPORATION	COM	$755K	0.5%	758 SH	New
DUKE ENERGY CORP NEW	COM NEW	$340K	0.2%Prev: 0.2%	2,599 SH	Decreased-289 SH
ELI LILLY & CO	COM	$2.6M	1.6%Prev: 1.5%	2,804 SH	Increased-311 SH
EXELON CORP	COM	$561K	0.4%Prev: 0.3%	11,439 SH	Increased+722 SH
EXXON MOBIL CORP	COM	$342K	0.2%Prev: 0.2%	2,015 SH	Increased-274 SH
F N B CORP	COM	$422K	0.3%Prev: 0.2%	25,218 SH	Increased-5,220 SH
HOME DEPOT INC	COM	$222K	0.1%Prev: 0.1%	676 SH	Decreased+46 SH
INTEL CORP	COM	$310K	0.2%Prev: 0.1%	7,022 SH	Increased-2,373 SH
INVESCO QQQ TR	UNIT SER 1	$1.3M	0.9%	2,327 SH	New
ISHARES TR	3 7 YR TREAS BD	$14.3M	9.1%Prev: 11.2%	120,458 SH	Decreased-43,426 SH
ISHARES TR	7-10 YR TRSY BD	$14.7M	9.4%Prev: 12.3%	153,851 SH	Decreased-69,665 SH
ISHARES TR	CORE DIVID ETF	$278K	0.2%Prev: 0.1%	5,161 SH	Increased-33 SH
ISHARES TR	CORE S&P500 ETF	$754K	0.5%Prev: 0.4%	1,154 SH	Increased-9 SH
ISHARES TR	IBOXX HI YD ETF	$665K	0.4%Prev: 1.4%	8,364 SH	Decreased-21,403 SH
ISHARES TR	ISHS 1-5YR INVS	$5.0M	3.2%Prev: 2.7%	94,402 SH	Increased+5,176 SH
ISHARES TR	ISHS 5-10YR INVT	$1.5M	0.9%Prev: 1.5%	27,594 SH	Decreased-20,899 SH
ISHARES TR	RUS MID CAP ETF	$704K	0.4%Prev: 0.4%	7,239 SH	Decreased-1,841 SH
ISHARES TR	RUSSELL 2000 ETF	$1.6M	1.0%	6,388 SH	New
JPMORGAN CHASE & CO	COM	$372K	0.2%	1,263 SH	New
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$850K	0.5%Prev: 0.4%	28,183 SH	Increased-1,883 SH
MCDONALDS CORP	COM	$265K	0.2%Prev: 0.2%	853 SH	Decreased-493 SH
META PLATFORMS INC	CL A	$225K	0.1%Prev: 0.2%	394 SH	Decreased-245 SH
MICROSOFT CORP	COM	$850K	0.5%Prev: 0.5%	2,297 SH	Decreased-73 SH
NUCOR CORP	COM	$388K	0.2%Prev: 0.2%	2,297 SH	Increased-162 SH
NUVEEN PA INVT QUALITY MUN F	COM	$397K	0.3%	33,281 SH	New
NUVEEN QUALITY MUNCP INCOME	COM	$178K	0.1%Prev: 0.1%	15,504 SH	Decreased
NVIDIA CORPORATION	COM	$1.8M	1.1%Prev: 2.1%	10,230 SH	Decreased-23,828 SH
PALANTIR TECHNOLOGIES INC	CL A	$218K	0.1%	1,487 SH	New
PHILIP MORRIS INTL INC	COM	$272K	0.2%Prev: 0.1%	1,647 SH	Increased+255 SH
PNC FINL SVCS GROUP INC	COM	$566K	0.4%Prev: 0.3%	2,719 SH	Increased-122 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$526K	0.3%	4,744 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$542K	0.3%	8,848 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$364K	0.2%	7,379 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$325K	0.2%	2,218 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$769K	0.5%	4,753 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$1.3M	0.8%	25,941 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.2M	0.7%	8,800 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.1M	0.7%	24,692 SH	New
SPDR GOLD TR	GOLD SHS	$852K	0.5%	1,981 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$711K	0.5%	1,093 SH	New
UNITED STS NAT GAS FD LP	UNIT PAR	$704K	0.4%	60,000 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$680K	0.4%Prev: 2.2%	1,667 SH	Decreased-9,466 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$75.0M	47.9%Prev: 28.9%	125,540 SH	Increased+28,428 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$3.3M	2.1%Prev: 7.6%	59,785 SH	Decreased-167,820 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$5.8M	3.7%Prev: 4.0%	99,678 SH	Decreased-19,555 SH
VISA INC	COM CL A	$565K	0.4%Prev: 0.4%	1,871 SH	Decreased-268 SH
WALMART INC	COM	$1.1M	0.7%Prev: 0.5%	8,539 SH	Increased-936 SH

Sold (vs prior filing)

ABBOTT LABS — $201K
BLACKROCK MUNIYIELD FD INC — $236K
COSTCO WHSL CORP NEW — $1.2M
DANAHER CORPORATION — $269K
INTUITIVE SURGICAL INC — $318K
JPMORGAN CHASE & CO. — $378K
NETFLIX INC — $324K
NUVEEN PENNSYLVANIA QLT MUN — $373K
PEPSICO INC — $437K
PROCTER AND GAMBLE CO — $224K
PROSHARES TR — $1.1M
PROSHARES TR — $1.0M
SELECT SECTOR SPDR TR — $2.6M
SELECT SECTOR SPDR TR — $2.2M
SELECT SECTOR SPDR TR — $1.9M
SELECT SECTOR SPDR TR — $1.5M
SELECT SECTOR SPDR TR — $2.1M
SELECT SECTOR SPDR TR — $4.6M
SELECT SECTOR SPDR TR — $2.2M
SELECT SECTOR SPDR TR — $998K
… and 3 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001172661-26-000585	$172.0M	View
Oct 21, 2026	Q3 2026	13F-HR	0001172661-26-004619	$125.9M	View
Nov 12, 2025	Q3 2025