13F Filings History of BREAKTHRU ADVISORY SERVICES, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$156,465,649
Signature - Title
Sarah Kopesky - CCO
Location
Muskego, WI
Summary
This page shows a list of all the recent 13F filings made by BREAKTHRU ADVISORY SERVICES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BREAKTHRU ADVISORY SERVICES, LLC reported 63 stock holdings with total value $156,465,649 as of Q4 2025. Top holdings included IVV, ESN, NUKZ, SPY, and XAR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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