BLB&B Advisors, LLC — 13F Holdings

2026 Q2  ·  292 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, BLB&B Advisors, LLC maintained a portfolio of 292 distinct positions. The most significant new addition was MICRON TECHNOLOGY INC, now representing 0.02% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 5.4%. Conversely, BLB&B Advisors, LLC completely exited their position in EA SERIES TRUST.
Position History hover any row below to update
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BLB&B Advisors, LLC Montgomeryville, PA RIA AUM $2,700M
PCA Score Concentration Risk
Risk ENB
Total Positions
292
Quarter
2026 Q2
Top Holding
VEA (9.3%)
Top 10 Concentration
49.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 292

BLB&B Advisors, LLC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VEA
VANGUARD TAX-MA...
ETF 9.33% 9.30% #1
Prev: #1
6.2
62,465 1.8%
P
S
3,576,217 $254,805,430 2013 Q4 13F Filing 2026-06-30 2026-08-05
IVV
ISHARES TR
ETF 8.30% 7.76% #2
Prev: #2
6.8
15,493 5.4%
P
S
302,996 $226,910,469 2009 Q2 13F Filing 2026-06-30 2026-08-05
IJH
ISHARES TR
ETF 7.48% 7.13% #3
Prev: #3
4.5
94,261 3.7%
P
S
2,650,863 $204,408,015 2009 Q4 13F Filing 2026-06-30 2026-08-05
VWO
VANGUARD INTL E...
ETF 6.13% 6.08% #4
Prev: #4
3.5
85,216 3.1%
P
S
2,807,353 $167,570,889 2008 Q3 13F Filing 2026-06-30 2026-08-05
DJP
BARCLAYS BANK P...
ETF 3.77% 4.70% #5
Prev: #5
2.5
-10,218 -0.4%
P
S
2,353,733 $102,881,654 2015 Q2 13F Filing 2026-06-30 2026-08-05
NVDA
NVIDIA CORPORAT...
Technology 3.33% 3.29% #6
Prev: #6
1.8
-2,009 -0.4%
P
S
454,119 $90,864,590 2006 Q4 13F Filing 2026-06-30 2026-08-05
AAPL
APPLE INC
Technology 3.02% 2.98% #7 1
Prev: #8
1.7
850 0.3%
P
S
285,131 $82,505,426 2010 Q3 13F Filing 2026-06-30 2026-08-05
VCRB
VANGUARD MALVER...
ETF 3.01% 3.05% #8 1
Prev: #7
3.2
107,753 11.3%
P
S
1,063,179 $82,112,166 2025 Q3 13F Filing 2026-06-30 2026-08-05
IJR
ISHARES TR
ETF 2.52% 2.39% #9
Prev: #9
1.5
-830 -0.2%
P
S
464,931 $68,953,871 2008 Q3 13F Filing 2026-06-30 2026-08-05
MSFT
MICROSOFT CORP
Technology 2.28% 2.38% #10
Prev: #10
2.9
11,547 7.4%
P
S
166,945 $62,273,772 2006 Q4 13F Filing 2026-06-30 2026-08-05
JNK
SPDR SERIES TRU...
ETF 2.25% 2.31% #11
Prev: #11
2.9
54,735 9.4%
P
S
639,284 $61,607,790 2019 Q2 13F Filing 2026-06-30 2026-08-05
ITOT
ISHARES TR
ETF 2.16% 2.06% #12
Prev: #12
1.4
9,401 2.7%
P
S
359,749 $59,095,948 2015 Q3 13F Filing 2026-06-30 2026-08-05
GOOGL
ALPHABET INC
Communication Services 1.86% 1.66% #13 3
Prev: #16
1.2
2,145 1.5%
P
S
142,229 $50,828,275 2015 Q4 13F Filing 2026-06-30 2026-08-05
VO
VANGUARD INDEX ...
ETF 1.86% 1.88% #14 1
Prev: #13
3.7
472,009 298.2%
P
S
630,315 $50,784,509 2009 Q4 13F Filing 2026-06-30 2026-08-05
N/A
EA SERIES TRUST
Unknown 1.79% 1.82% #15 1
Prev: #14
1.2
-45,031 -5.0%
P
S
857,606 $48,817,335 13F Filing 2026-06-30 2026-08-05
IEFA
ISHARES TR
ETF 1.74% 1.81% #16 1
Prev: #15
1.2
8,096 1.7%
P
S
491,224 $47,442,394 2017 Q4 13F Filing 2026-06-30 2026-08-05
IEMG
ISHARES INC
ETF 1.66% 1.57% #17
Prev: #17
1.2
468 0.1%
P
S
546,559 $45,276,947 2017 Q4 13F Filing 2026-06-30 2026-08-05
SCHM
SCHWAB STRATEGI...
ETF 1.61% 1.56% #18
Prev: #18
1.1
-21,123 -1.7%
P
S
1,196,515 $44,115,525 2013 Q1 13F Filing 2026-06-30 2026-08-05
JPM
JPMORGAN CHASE ...
Financial Services 1.42% 1.45% #19
Prev: #19
1.1
-887 -0.7%
P
S
118,791 $38,883,946 2006 Q4 13F Filing 2026-06-30 2026-08-05
AMZN
AMAZON COM INC
Consumer Cyclical 1.31% 1.29% #20
Prev: #20
1.0
174 0.1%
P
S
149,926 $35,733,252 2015 Q2 13F Filing 2026-06-30 2026-08-05
PANW
PALO ALTO NETWO...
Technology 1.19% 0.63% #21 14
Prev: #35
1.0
30 0.0%
P
S
95,608 $32,604,401 2024 Q2 13F Filing 2026-06-30 2026-08-05
SPY
STATE STR SPDR ...
ETF 1.18% 1.04% #22 3
Prev: #25
2.5
4,540 11.7%
P
S
43,225 $32,278,851 2008 Q3 13F Filing 2026-06-30 2026-08-05
EMB
ISHARES TR
ETF 1.11% 1.16% #23 2
Prev: #21
2.4
15,900 5.3%
P
S
313,877 $30,270,290 2013 Q3 13F Filing 2026-06-30 2026-08-05
VB
VANGUARD INDEX ...
ETF 1.09% 1.09% #24 1
Prev: #23
0.9
-2,478 -2.5%
P
S
98,397 $29,826,043 2009 Q4 13F Filing 2026-06-30 2026-08-05
CAT
CATERPILLAR INC
Industrials 1.05% 0.80% #25 4
Prev: #29
0.9
-362 -1.3%
P
S
27,011 $28,763,770 2006 Q4 13F Filing 2026-06-30 2026-08-05
VEU
VANGUARD INTL E...
ETF 1.05% 1.03% #26
Prev: #26
0.9
8,710 2.6%
P
S
341,617 $28,610,413 2009 Q4 13F Filing 2026-06-30 2026-08-05
BRK/B
BERKSHIRE HATHA...
Financial Services 1.04% 1.12% #27 5
Prev: #22
0.9
-14 -0.0%
P
S
56,784 $28,414,196 2014 Q1 13F Filing 2026-06-30 2026-08-05
GEV
GE VERNOVA INC
Industrials 1.04% 0.94% #28
Prev: #28
0.9
-2,067 -7.9%
P
S
24,110 $28,325,344 2024 Q2 13F Filing 2026-06-30 2026-08-05
COST
COSTCO WHOLESAL...
Consumer Defensive 0.86% 1.01% #29 2
Prev: #27
0.8
530 2.2%
P
S
25,106 $23,485,975 2009 Q3 13F Filing 2026-06-30 2026-08-05
CVX
CHEVRON CORPORA...
Energy 0.79% 1.09% #30 6
Prev: #24
0.8
3,025 2.4%
P
S
130,157 $21,574,770 2006 Q4 13F Filing 2026-06-30 2026-08-05
ANET
ARISTA NETWORKS...
Technology 0.77% 0.66% #31 1
Prev: #32
0.8
-7,107 -5.4%
P
S
123,983 $21,062,291 2023 Q4 13F Filing 2026-06-30 2026-08-05
ABBV
ABBVIE INC
Healthcare 0.74% 0.72% #32 2
Prev: #30
0.8
557 0.7%
P
S
80,824 $20,338,636 2013 Q1 13F Filing 2026-06-30 2026-08-05
V
VISA INC
Financial Services 0.67% 0.67% #33 2
Prev: #31
0.8
-642 -1.2%
P
S
53,224 $18,260,498 2011 Q2 13F Filing 2026-06-30 2026-08-05
AVGO
BROADCOM INC
Technology 0.62% 0.52% #34 8
Prev: #42
2.2
4,221 10.4%
P
S
44,695 $16,883,426 2016 Q1 13F Filing 2026-06-30 2026-08-05
PG
PROCTER & GAMBL...
Consumer Defensive 0.58% 0.64% #35 2
Prev: #33
0.7
-154 -0.1%
P
S
107,870 $15,817,988 2006 Q4 13F Filing 2026-06-30 2026-08-05
PLD
PROLOGIS INC.
Real Estate 0.58% 0.64% #36 2
Prev: #34
0.7
2 0.0%
P
S
116,638 $15,800,951 2020 Q1 13F Filing 2026-06-30 2026-08-05
VUG
VANGUARD INDEX ...
Warrant 0.57% 0.62% #37 1
Prev: #36
3.2
146,471 429.3%
P
S
180,589 $15,555,905 2010 Q3 13F Filing 2026-06-30 2026-08-05
CDNS
CADENCE DESIGN ...
Technology 0.53% 0.45% #38 10
Prev: #48
0.7
-737 -1.9%
P
S
38,525 $14,459,373 2023 Q1 13F Filing 2026-06-30 2026-08-05
JNJ
JOHNSON & JOHNS...
Healthcare 0.51% 0.55% #39 1
Prev: #38
0.7
-391 -0.7%
P
S
54,379 $13,810,520 2006 Q4 13F Filing 2026-06-30 2026-08-05
PNC
PNC FINL SVCS G...
Financial Services 0.49% 0.42% #40 11
Prev: #51
2.2
6,281 13.0%
P
S
54,757 $13,482,238 2006 Q4 13F Filing 2026-06-30 2026-08-05
META
META PLATFORMS ...
Communication Services 0.47% 0.58% #41 4
Prev: #37
0.7
-1,691 -6.9%
P
S
22,817 $12,852,853 2013 Q3 13F Filing 2026-06-30 2026-08-05
LLY
ELI LILLY & CO
Healthcare 0.47% 0.07% #42 55
Prev: #97
3.2
8,828 479.3%
P
S
10,670 $12,797,991 2011 Q1 13F Filing 2026-06-30 2026-08-05
WM
WASTE MGMT INC ...
Industrials 0.47% 0.53% #43 2
Prev: #41
0.7
1,586 2.8%
P
S
57,278 $12,766,095 2010 Q3 13F Filing 2026-06-30 2026-08-05
CRM
SALESFORCE INC
Technology 0.46% 0.54% #44 5
Prev: #39
2.2
11,110 15.9%
P
S
80,810 $12,659,621 2024 Q1 13F Filing 2026-06-30 2026-08-05
TJX
TJX COS INC NEW
Consumer Cyclical 0.45% 0.53% #45 5
Prev: #40
0.7
248 0.3%
P
S
81,172 $12,297,489 2024 Q1 13F Filing 2026-06-30 2026-08-05
VTV
VANGUARD INDEX ...
ETF 0.44% 0.45% #46
Prev: #46
0.7
-629 -1.1%
P
S
55,306 $12,052,929 2010 Q4 13F Filing 2026-06-30 2026-08-05
SYK
STRYKER CORPORA...
Healthcare 0.44% 0.50% #47 4
Prev: #43
0.7
1,131 3.1%
P
S
37,787 $11,896,942 2014 Q1 13F Filing 2026-06-30 2026-08-05
WEC
WEC ENERGY GROU...
Utilities 0.42% 0.45% #48 1
Prev: #49
0.7
4,360 4.7%
P
S
97,782 $11,417,961 2015 Q3 13F Filing 2026-06-30 2026-08-05
DHR
DANAHER CORP DE...
Healthcare 0.42% 0.45% #49 2
Prev: #47
0.7
2,122 3.7%
P
S
59,930 $11,415,549 2008 Q3 13F Filing 2026-06-30 2026-08-05
PWR
QUANTA SVCS INC
Industrials 0.42% 0.38% #50 6
Prev: #56
0.7
-785 -4.7%
P
S
15,772 $11,356,507 2025 Q4 13F Filing 2026-06-30 2026-08-05
Showing 1-50 of 292 holdings

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