13F Filings History of BREAKTHRU ADVISORY SERVICES, LLC
- Latest 13F filing
- Q2 2026 - 23 Jul 2026
- Latest reported 13F value
- $29,776,694
- Largest 13F holdings
-
SPY JMTG IWM EFA IVV ESN SGOV BUFR QQQ XAR NUKZ SCHZ
+2 more
STCE SCYB - Form 13F summary
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- BREAKTHRU ADVISORY SERVICES, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- BREAKTHRU ADVISORY SERVICES, LLC reported 14 equity holdings with a total reported market value of $29,776,694 for Q2 2026. Top reported holdings included SPY, JMTG, IWM, EFA, and IVV.
- Manager signature
- Abigail Lemke - CCO
- Manager location
- Muskego, WI
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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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
Q2 2026
Latest value
$29,776,694
Quarter delta
-$32,592,860
Accepted
23 Jul 2026, 09:43
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 14 | $29,776,694 | $0 | -$36,571,530 | -$36,571,530 | SPY, JMTG, IWM, EFA, IVV | 13F-HR | 23 Jul 2026, 09:43 |
| Q1 2026 | 59 | $62,369,554 | +$1,551,066 | -$92,223,948 | -$90,672,882 | SPY, JMTG, IWM, EFA, NVDA | 13F-HR | 16 Apr 2026, 14:36 |
| Q4 2025 | 63 | $156,465,649 | +$28,894,508 | -$26,120,512 | +$2,773,996 | IVV, ESN, NUKZ, SPY, XAR | 13F-HR | 12 Jan 2026, 11:44 |
| Q3 2025 | 62 | $151,940,815 | +$107,650,333 | -$32,093,636 | +$75,556,697 | IVV, ESN, XLI, NUKZ, SPY | 13F-HR | 09 Oct 2025, 11:52 |
| Q2 2025 | 9 | $64,667,389 | $0 | $0 | $0 | IVV, RDVY, XLI, SDVY, LDSF | 13F-HR | 13 Aug 2025, 12:06 |
| Q1 2025 | 9 | $64,667,389 | +$250,195 | -$44,158,702 | -$43,908,507 | IVV, RDVY, XLI, SDVY, LDSF | 13F-HR | 22 Apr 2025, 15:53 |
| Q4 2024 | 54 | $110,490,616 | $0 | $0 | $0 | IVV, RDVY, XLI, SPY, SDVY | 13F-HR | 18 Feb 2025, 12:16 |