Wealth Advisory Team LLC
CIK: 0002039196SEC EDGAR →
Portfolio Value
$113.1M
Holdings
39
As of
Q4 2025
New Positions
3
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ETF SER SOLUTIONS | 359,182 | $15.7M | 13.88% |
| 2 | ETF SER SOLUTIONS | 413,104 | $11.8M | 10.40% |
| 3 | DIMENSIONAL ETF TRUST | 152,150 | $11.3M | 9.98% |
| 4 | DBX ETF TR | 223,001 | $10.7M | 9.48% |
| 5 | FIRST TR EXCHNG TRADED FD VI | 314,054 | $7.9M | 6.99% |
| 6 | VANGUARD WHITEHALL FDS | 49,534 | $7.1M | 6.28% |
| 7 | VANGUARD BD INDEX FDS | 85,614 | $6.7M | 5.89% |
| 8 | VICTORY PORTFOLIOS II | 126,388 | $6.0M | 5.29% |
| 9 | VANGUARD SCOTTSDALE FDS | 43,280 | $5.3M | 4.66% |
| 10 | VANGUARD INTL EQUITY INDEX F | 95,703 | $5.1M | 4.55% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $110.2M | 97.5% |
| Technology | 2 | $868K | 0.8% |
| Consumer Defensive | 1 | $831K | 0.7% |
| Utilities | 1 | $398K | 0.4% |
| Healthcare | 1 | $304K | 0.3% |
| Consumer Cyclical | 1 | $254K | 0.2% |
| Industrials | 1 | $208K | 0.2% |