Holland Advisory Services, Inc.
Holland Advisory Services, Inc. is a registered investment adviser headquartered in Ormond Beach, Florida. The firm serves primarily individual clients, both high-net-worth and retail, and has been active in the investment advisory space since at least 2011. As of mid-2025, the firm oversees approximately $263.5 million in assets under management and employs around 19 people, with a significant proportion dedicated to investment roles. The firm is registered with the SEC and operates primarily in the United States.
Investment Strategy
Holland Advisory Services, Inc. implements a diversified investment approach with an emphasis on asset allocation, primarily through the use of exchange-traded funds (ETFs) and mutual funds. The portfolio is balanced across various sectors and focuses on core index-based products as well as tactical sector and income allocations. The firm places importance on customization to client needs, risk management, and diversification. The majority of assets are managed on a discretionary basis for individual investors, including both high-net-worth and non-high-net-worth clients. Their top holdings often include broad market ETFs, and the firm consistently adjusts asset allocations in response to changes in market conditions and client objectives.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 29.84% | $21.7M | 32,464 | $423.52 | $669.30 | +$971.4K |
I IJH | ISHARES TR | 23.56% | $17.2M | 262,827 | $53.13 | $65.26 | +$618.6K |
I IJR | ISHARES TR | 12.54% | $9.1M | 76,839 | $105.63 | $118.83 | +$1.0M |
V VTI | VANGUARD INDEX FDS | 3.51% | $2.6M | 7,781 | $248.22 | $328.17 | +$167.1K |
A AAPL | APPLE INC | 2.71% | $2.0M | 7,748 | $179.08 | $254.63 | +$357.1K |