Wealth Advisory Team LLC: 13F holdings
CIK 20391962026Q2
| Positions | 39 |
|---|---|
| Reported value | $123.0m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ETF SER SOLUTIONS | 416,378 | $19.2m | 15.6% |
| DFUS DIMENSIONAL ETF TRUST | 156,140 | $12.8m | 10.4% |
| ETF SER SOLUTIONS | 429,155 | $12.3m | 10.0% |
| DBEF DBX ETF TR | 223,278 | $12.2m | 9.9% |
| UCON FIRST TR EXCHNG TRADED FD VI | 321,889 | $8.0m | 6.5% |
| BIV VANGUARD BD INDEX FDS | 86,829 | $6.7m | 5.4% |
| VWO VANGUARD INTL EQUITY INDEX F | 97,012 | $5.8m | 4.7% |
| UITB VICTORY PORTFOLIOS II | 123,467 | $5.8m | 4.7% |
| VYM VANGUARD WHITEHALL FDS | 35,949 | $5.7m | 4.6% |
| VONG VANGUARD SCOTTSDALE FDS | 44,100 | $5.6m | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2039196")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.