13F Filings History of Advisory Alpha, LLC

Portfolio snapshot
Form 13F summary
Advisory Alpha, LLC Form 13F history summarizes the manager's parsed U.S.-listed equity disclosures. Form 13F is generally due within 45 days after each calendar quarter ends. Advisory Alpha, LLC reported 545 equity holdings with a total reported market value of $3,658,943,390 for Q1 2026. Top reported holdings included SPYG, SPYV, SCHM, SPDW, and XLK.
Manager identity
Signature and title
Janine Osterink - Chief Compliance Officer
Location
Holland, MI

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q1 2026
Latest value
$3,658,943,390
Quarter delta
-$13,497,639
Accepted
14 May 2026, 07:56
Rows shown
1-25 of 52
Quarter Holdings Reported value Bought Sold Net Top Holdings Form Type Filing Time
Q1 2026 545 $3,658,943,390 +$285,912,392 -$255,882,855 +$30,029,537 SPYG, SPYV, SCHM, SPDW, XLK 13F-HR 14 May 2026, 07:56
Q4 2025 519 $3,672,441,029 +$284,415,253 -$102,902,406 +$181,512,847 SPYG, SPYV, SCHM, SPDW, XLK 13F-HR 06 Feb 2026, 16:59
Q3 2025 516 $3,589,106,222 +$257,296,433 -$69,988,003 +$187,308,430 SPYG, SPYV, SCHM, SPDW, XLK 13F-HR 12 Nov 2025, 16:01
Q2 2025 481 $3,211,443,386 +$161,974,794 -$86,248,672 +$75,726,122 SPYG, SPYV, SCHM, SPDW, XLK 13F-HR 01 Aug 2025, 12:54
Q1 2025 455 $2,941,755,651 +$442,307,500 -$256,312,628 +$185,994,872 SPYG, SPYV, SCHM, SPDW, SPSB Restatement 19 May 2025, 15:37
Q4 2024 437 $2,808,703,174 +$302,993,130 -$82,599,949 +$220,393,181 SPYG, SPYV, SCHM, SPDW, VGSH 13F-HR 17 Jan 2025, 12:25
Q3 2024 423 $2,814,600,304 +$205,704,540 -$70,014,932 +$135,689,608 SPYG, SPYV, SPDW, SCHM, VGSH 13F-HR 12 Nov 2024, 09:29
Q2 2024 395 $2,536,838,147 +$271,454,900 -$170,756,959 +$100,697,941 SPYG, SPYV, SCHM, SPDW, XLK 13F-HR 21 Aug 2024, 15:46
Q1 2024 384 $2,435,441,243 +$500,800,040 -$348,587,829 +$152,212,211 SPYG, SPYV, SCHM, SPDW, VGSH 13F-HR 06 May 2024, 12:23
Q4 2023 345 $2,182,760,355 +$122,717,626 -$50,916,022 +$71,801,604 SPYG, SPYV, SCHM, SPDW, SCHA 13F-HR 23 Jan 2024, 15:53
Q3 2023 302 $1,942,485,117 +$136,724,626 -$72,700,151 +$64,024,475 SPYG, SPYV, SCHM, VGSH, SPDW 13F-HR 18 Oct 2023, 16:12
Q2 2023 326 $1,948,158,587 +$323,499,014 -$10,776,892 +$312,722,122 SPYG, SPYV, SCHM, VGSH, SPDW 13F-HR 25 Jul 2023, 11:02
Q1 2023 281 $1,574,832,243 +$130,826,177 -$37,530,995 +$93,295,182 SPYG, SPYV, SCHM, VGSH, SPDW 13F-HR 02 May 2023, 09:02
Q4 2022 261 $1,412,709,935 +$155,242,043 -$127,999,768 +$27,242,275 SPYG, SPYV, SCHM, SCHA, VGSH 13F-HR 30 Jan 2023, 10:54
Q3 2022 240 $1,313,591,000 +$176,424,859 -$122,117,582 +$54,307,277 SPYG, SPYV, SCHM, SCHA, USHY 13F-HR 12 Oct 2022, 14:35
Q2 2022 246 $1,330,163,000 +$78,183,420 -$87,610,676 -$9,427,256 SPYG, SPYV, SCHM, USHY, SPDW 13F-HR 15 Jul 2022, 16:08
Q1 2022 265 $1,548,082,000 +$217,025,272 -$259,872,424 -$42,847,152 SPYG, SPYV, SCHM, USHY, SPDW 13F-HR 02 May 2022, 16:59
Q4 2021 259 $1,715,164,000 +$1,046,727,624 -$60,020,054 +$986,707,570 SPYG, SPYV, SPAB, SCHM, SPDW 13F-HR 04 Feb 2022, 14:57
Q3 2021 14 $52,728,000 $0 $0 $0 SPYG, SPYV, SPAB, SPDW, SPEM New Holdings 04 Feb 2022, 14:55
Q3 2021 238 $691,534,000 +$145,511,562 -$665,143,343 -$519,631,781 XLK, EMB, BKLN, GLDM, PGX 13F-HR 09 Nov 2021, 15:19
Q2 2021 188 $1,220,665,000 +$226,798,755 -$52,465,764 +$174,332,991 SPYG, SPYV, SPAB, SPDW, USHY 13F-HR 13 Aug 2021, 15:43
Q1 2021 71 $415,043,000 $0 $0 $0 SPAB, SCHP, EMB, BKLN, GLDM New Holdings 20 May 2021, 11:07
Q1 2021 180 $988,460,000 +$506,293,832 -$24,269,626 +$482,024,206 SPYG, SPYV, SPAB, SPDW, SPEM 13F-HR 10 May 2021, 10:59
Q4 2020 107 $489,496,000 +$25,108,397 -$49,832,032 -$24,723,635 SPYG, SPYV, SPDW, SPLG, SPEM 13F-HR 16 Feb 2021, 16:02
Q3 2020 682 $464,350,000 +$35,903,972 -$28,088,830 +$7,815,142 SPYG, SPYV, SPDW, SPLG, SPEM Restatement 16 Nov 2020, 16:47
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