AmeriServ Wealth Advisors 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001102062 · Johnstown, PA

As of Sep 30, 2025, AmeriServ Wealth Advisors reported 58 positions worth 97.9M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD 500 INDEX FUND	VOO	—	130,953	$80.2M	40.52%
ISHARES 7-10 YEAR TREASURY BOND ETF	IEF	—	239,583	$23.1M	11.68%
ISHARES 3-7 YEAR TREASURY BOND ETF	IEI	—	181,726	$21.7M	10.97%
VANGUARD LONG-TERM TREASURY INDEX FUND	VGLT	—	171,847	$9.8M	4.94%
VANGUARD SHORT-TERM TREASURY INDEX FUND	VGSH	—	156,464	$9.2M	4.65%
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	IGSB	—	145,144	$7.7M	3.89%
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF	IGIB	—	57,849	$3.1M	1.58%
AMERISERV FINL INC	ASRV	Financial Services	890,770	$2.6M	1.31%
APPLE INC	AAPL	Technology	9,323	$2.4M	1.20%
ELI LILLY & CO	LLY	Healthcare	2,929	$2.2M	1.13%
IMGP DBI MANAGED FUTURES STRATEGY ETF	DBMF	—	79,480	$2.2M	1.10%
NVIDIA CORP	NVDA	Technology	11,221	$2.1M	1.06%
ISHARES RUSSELL 2000 ETF	IWM	—	7,454	.8M	0.91%
INVESCO QQQ TRUST SERIES 1	QQQ	—	2,843	.7M	0.86%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF	XLK	—	5,132	.4M	0.73%
STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) ETF	XLB	—	14,104	.3M	0.64%
VANGUARD S&P 500 GROWTH INDEX FUND	VOOG	—	2,849	.2M	0.63%
STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF	XLU	—	14,181	.2M	0.62%
MICROSOFT CORP	MSFT	Technology	2,351	.2M	0.62%
COSTCO WHOLESALE CORP	COST	Consumer Defensive	1,247	.2M	0.58%
PROSHARES ULTRA QQQ	QLD	—	7,558	.0M	0.52%
THE FINANCIAL SELECT SECTOR SPDR FUND	XLF	Equity	18,840	.0M	0.51%
SPDR S&P 500 ETF TRUST	SPY	—	1,506	.0M	0.51%
PROSHARES ULTRA S&P500	SSO	—	8,627	$967.3K	0.49%
WALMART INC	WMT	Consumer Defensive	9,341	$962.7K	0.49%