StockDriftsStockDriftsTop 39 Wealth Advisory Team LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACIO | ETF SER SOLUTIONS | 15.62% | 416.4K | $19.2M | new | $40.52(+17.14%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 10.4% | 156.1K | $12.8M | new | $63.98(+32.27%) | 2026-06-30 | |
| DRSK | ETF SER SOLUTIONS | 10.03% | 429.2K | $12.3M | new | $28.07(+3.06%) | 2026-06-30 | |
| DBEF | DBX ETF TR | 9.92% | 223.3K | $12.2M | new | $43.78(+28.88%) | 2026-06-30 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 6.51% | 321.9K | $8.0M | new | $24.83(-0.68%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 5.41% | 86.8K | $6.7M | new | $76.88(-1.75%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.71% | 97.0K | $5.8M | new | $47.83(+26.30%) | 2026-06-30 | |
| UITB | VICTORY PORTFOLIOS II | 4.7% | 123.5K | $5.8M | new | $46.95(-1.80%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 4.62% | 35.9K | $5.7M | new | $130.43(+27.70%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 4.58% | 44.1K | $5.6M | new | $101.25(+26.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +0.00% |
Wealth Advisory Team LLC reports $123.01M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are ACIO (15.6%), DFUS (10.4%) and DRSK (10.0%). The top 20 holdings account for 92.55% of reported assets. Its disclosed equity book has returned +0.00% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Sign up free to track Wealth Advisory Team LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Wealth Advisory Team LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2039196). View Wealth Advisory Team LLC’s 13F filings on SEC