SEC Form 13F · Q1 2026

INVESTMENT ADVISORY SERVICES INC /TX /ADV

Institutional Holdings Report

13F-HRTX
$314.5M
Portfolio Value
130
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
INVESTMENT ADVISORY SERVICES INC /TX /ADV
CIK
925953
Accession No.
0001214659-26-004799
Location
THE WOODLANDS, TX
Form Type
13F-HR
Portfolio Value
$314.5M
Holdings Reported
130
Reporting Period
Q1 2026
Filed
April 17, 2026

About this Filing

INVESTMENT ADVISORY SERVICES INC /TX /ADV is an institutional investment manager based in THE WOODLANDS, TX reporting approximately $314.5M in 13(f) securities across 130 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.