Asset Allocation Strategies LLC

CIK: 0001922879SEC EDGAR →

Portfolio Value

$540.4M

Holdings

162

As of

Q4 2025

New Positions

15

Closed Positions

3

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

INVESCO EXCH TRADED FD TR II

235,917$27.0M
5.00%
2

INVESCO EXCH TRADED FD TR II

98,969$25.0M
4.63%
3

SCHWAB STRATEGIC TR

848,897$22.8M
4.23%
4

SCHWAB STRATEGIC TR

882,937$20.6M
3.82%
5

INVESCO QQQ TR

30,803$18.9M
3.50%
6

SCHWAB STRATEGIC TR

671,752$18.4M
3.41%
7

SPDR SERIES TRUST

223,827$18.0M
3.32%
8

VANGUARD TAX-MANAGED FDS

280,830$17.5M
3.25%
9

ISHARES TR

136,881$17.3M
3.21%
10

SCHWAB STRATEGIC TR

681,798$16.4M
3.03%

Quarterly Changes

Top Buys

QQQNEW
$18.9M
RWL↑ Increased
$11.6M
SPYM↑ Increased
$3.3M
IJH↑ Increased
$3.0M
VEA↑ Increased
$1.9M

Top Sells

NDQCLOSED
$18.5M
SPLVCLOSED
$6.4M
GOVI↓ Decreased
$3.4M
AGG↓ Decreased
$2.7M
GTO↓ Decreased
$1.9M

New Positions (17)

$18.9M · 31K shares
$513K · 15K shares
$299K · 1K shares
$269K · 3K shares
$263K · 980 shares
$260K · 6K shares
$249K · 2K shares
$248K · 5K shares
$247K · 3K shares
$236K · 3K shares
$234K · 3K shares
$213K · 620 shares
$212K · 6K shares
$210K · 4K shares
$210K · 367 shares
$204K · 988 shares
$196K · 10K shares

Closed Positions (3)

$18.5M · 31K shares
$6.4M · 87K shares
$172K · 15K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services129$503.8M93.2%
Unknown12$25.1M4.6%
Technology5$5.1M1.0%
Consumer Cyclical3$1.5M0.3%
Energy2$1.5M0.3%
Industrials4$1.2M0.2%
Communication Services3$1.0M0.2%
Consumer Defensive1$312K0.1%
Utilities1$285K0.1%
Basic Materials1$236K0.0%
Healthcare1$204K0.0%