AmeriServ Wealth Advisors - Portfolio overview

AmeriServ Wealth Advisors has 64 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IEF - ISHARES TR, 27.04%
2. VGSH - VANGUARD SCOTTSDALE FDS, 10.74%
3. IGSB - ISHARES TR, 9.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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