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CIK 0002055645 • 6 13F filings • Apr 22, 2025 – Jul 23, 2026
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=jivedata("breakthru-advisory-services-llc-0002055645-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS TRU | RANGE NUCLEAR RE | $4.9M | 7.6% | 128,464 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $11.3M | 17.5% | 193,146 SH | |
| FIRST TR EXCHANGE-TRADED FD | HIGH INCM STRGC | $4.2M | 6.4% | 93,970 SH | |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $7.3M | 11.2% | 216,531 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $4.8M | 7.4% | 161,001 SH | |
| FIRST TR EXCHNG TRADED FD VI | LOW DUR STRTGC | $5.7M | 8.9% | 304,530 SH | |
| ISHARES TR | CORE S&P500 ETF | $15.9M | 24.6% | 28,286 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $248K | 0.4% | 11,217 SH | |
| SELECT SECTOR SPDR TR | INDL | $10.4M | 16.1% | 79,209 SH |
| Q3 2025 |
| 13F-HR |
| 0002055645-25-000007 |
| $151.9M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002055645-26-000004 | $29.8M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0002055645-25-000006 | $64.7M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0002055645-26-000002 | $62.4M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0002055645-25-000003 | $64.7M | View |