West Chester Capital Advisors
Latest statistics and disclosures from AmeriServ Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IEF, IEI, VGSH, ASRV, and represent 74.11% of AmeriServ Wealth Advisors's stock portfolio.
- Added to shares of these 4 stocks: VOOG, NMZ, NVDA, ASRV.
- Started 1 new stock position in NMZ.
- Reduced shares in these 10 stocks: IEF, IEI, VGSH, IGSB, VOO, VGLT, IGIB, XLK, WMT, NQP.
- Sold out of its positions in ABBV, CVX, META, HD, NQP, PLTR.
- AmeriServ Wealth Advisors was a net seller of stock by $-21M.
- AmeriServ Wealth Advisors has $150M in assets under management (AUM), dropping by -4.10%.
- Central Index Key (CIK): 0001102062
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Portfolio Holdings for AmeriServ Wealth Advisors
AmeriServ Wealth Advisors holds 54 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 56.2 | $85M | 123k | 686.81 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 6.6 | $9.9M | -31% | 105k | 94.57 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 6.4 | $9.7M | -31% | 82k | 117.45 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.5 | $3.8M | -34% | 65k | 58.20 |
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| AmeriServ Financial (ASRV) | 2.3 | $3.5M | 890k | 3.88 |
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| Eli Lilly & Co. (LLY) | 2.2 | $3.3M | 2.8k | 1199.43 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.1 | $3.2M | -35% | 61k | 52.41 |
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| Apple (AAPL) | 1.7 | $2.5M | 8.8k | 289.36 |
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| NVIDIA Corporation (NVDA) | 1.4 | $2.1M | 10k | 200.09 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.3 | $2.0M | -38% | 37k | 55.18 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $1.7M | 2.3k | 736.40 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $1.6M | -15% | 5.4k | 300.45 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.8 | $1.1M | -31% | 6.0k | 190.52 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.7 | $1.1M | -19% | 21k | 50.83 |
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| Intel Corporation (INTC) | 0.6 | $945k | -3% | 6.8k | 139.63 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.6 | $890k | -20% | 20k | 45.34 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $864k | 1.2k | 748.89 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $848k | -42% | 16k | 53.17 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $808k | 1.1k | 746.77 |
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| Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) | 0.5 | $791k | -8% | 26k | 30.61 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $719k | 2.0k | 368.38 |
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| Microsoft Corporation (MSFT) | 0.5 | $705k | -17% | 1.9k | 373.02 |
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| United Sts Nat Gas Unit Par (UNG) | 0.5 | $703k | 60k | 11.72 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.5 | $684k | -22% | 3.7k | 185.23 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.4 | $676k | +390% | 8.2k | 82.62 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $650k | -18% | 5.9k | 110.32 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $646k | -3% | 8.1k | 79.97 |
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| Costco Wholesale Corporation (COST) | 0.4 | $620k | -12% | 663.00 | 935.47 |
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| Visa Com Cl A (V) | 0.4 | $599k | -6% | 1.7k | 343.09 |
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| Amazon (AMZN) | 0.4 | $594k | -2% | 2.5k | 238.34 |
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| PNC Financial Services (PNC) | 0.4 | $575k | -14% | 2.3k | 246.22 |
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| Altria (MO) | 0.4 | $552k | -23% | 7.7k | 71.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $517k | -5% | 1.4k | 357.37 |
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| Wal-Mart Stores (WMT) | 0.3 | $514k | -46% | 4.5k | 113.26 |
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| Boeing Company (BA) | 0.3 | $490k | -6% | 2.3k | 216.47 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $463k | -3% | 1.3k | 353.33 |
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| Exelon Corporation (EXC) | 0.3 | $422k | -20% | 9.0k | 46.62 |
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| Nuveen Mun High Income Opp F (NMZ) | 0.3 | $414k | NEW | 39k | 10.57 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $412k | 1.3k | 327.33 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.3 | $406k | -20% | 3.8k | 107.13 |
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| F.N.B. Corporation (FNB) | 0.3 | $403k | -16% | 21k | 19.08 |
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| Nucor Corporation (NUE) | 0.2 | $352k | -31% | 1.6k | 222.75 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.2 | $350k | -25% | 6.6k | 53.11 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.2 | $289k | -26% | 5.4k | 53.61 |
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| Bank of America Corporation (BAC) | 0.2 | $272k | 4.8k | 56.98 |
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| Philip Morris International (PM) | 0.2 | $258k | -13% | 1.4k | 180.91 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.2 | $258k | -26% | 1.6k | 158.66 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $242k | -12% | 1.8k | 136.72 |
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| Blackrock Muniyield Quality Fund (MQY) | 0.2 | $239k | 21k | 11.60 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $238k | -27% | 1.9k | 126.58 |
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| McDonald's Corporation (MCD) | 0.2 | $231k | 853.00 | 270.31 |
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| Constellation Energy (CEG) | 0.1 | $218k | -30% | 877.00 | 248.37 |
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| Ishares Tr Core Divid Etf (DIVB) | 0.1 | $210k | -34% | 3.4k | 61.60 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $188k | 16k | 12.12 |
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Past Filings by AmeriServ Wealth Advisors
SEC 13F filings are viewable for AmeriServ Wealth Advisors going back to 2012
- AmeriServ Wealth Advisors 2026 Q2 filed Aug. 3, 2026
- AmeriServ Wealth Advisors 2026 Q1 filed May 13, 2026
- AmeriServ Wealth Advisors 2025 Q4 filed Feb. 10, 2026
- AmeriServ Wealth Advisors 2025 Q3 filed Nov. 12, 2025
- AmeriServ Wealth Advisors 2025 Q2 filed Aug. 13, 2025
- AmeriServ Wealth Advisors 2025 Q1 filed May 14, 2025
- AmeriServ Wealth Advisors 2024 Q4 filed Feb. 14, 2025
- West Chester Capital Advisors 2023 Q3 filed Nov. 9, 2023
- West Chester Capital Advisors 2023 Q2 filed Aug. 14, 2023
- West Chester Capital Advisors 2023 Q1 filed May 4, 2023
- West Chester Capital Advisors 2022 Q4 filed Feb. 6, 2023
- West Chester Capital Advisors 2022 Q3 filed Oct. 31, 2022
- West Chester Capital Advisors 2022 Q2 filed July 28, 2022
- West Chester Capital Advisors 2022 Q1 filed May 3, 2022
- West Chester Capital Advisors 2021 Q4 filed Feb. 11, 2022
- West Chester Capital Advisors 2021 Q3 filed Nov. 5, 2021