FORM Wealth Advisors, LLC: 13F holdings
CIK 20532942026Q2
| Positions | 61 |
|---|---|
| Reported value | $909.3m |
| Filed | 2026-07-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 330,048 | $247.2m | 27.2% |
| DYNF BLACKROCK ETF TRUST | 2,147,451 | $146.0m | 16.1% |
| IEFA ISHARES TR | 1,125,655 | $108.7m | 12.0% |
| AGG ISHARES TR | 834,770 | $82.6m | 9.1% |
| QQQ INVESCO QQQ TR | 89,721 | $66.1m | 7.3% |
| IEMG ISHARES INC | 603,991 | $50.0m | 5.5% |
| DGRO ISHARES TR | 507,127 | $38.4m | 4.2% |
| IJH ISHARES TR | 475,865 | $36.7m | 4.0% |
| IJR ISHARES TR | 202,481 | $30.0m | 3.3% |
| IEF ISHARES TR | 249,869 | $23.6m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053294")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.