§ 13F · FUND PROFILE
Wealth Advisory Team LLC.
AUM · $123M (13F)Positions · 39Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$123M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ACIO | ETF SER SOLUTIONS | 416K | $19M | 15.6% | NEW |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 156K | $13M | 10.4% | NEW |
| 3 | DRSK | ETF SER SOLUTIONS | 429K | $12M | 10.0% | NEW |
| 4 | DBEF | DBX ETF TR | 223K | $12M | 9.9% | NEW |
| 5 | UCON | FIRST TR EXCHNG TRADED FD VI | 322K | $8M | 6.5% | NEW |
| 6 | BIV | VANGUARD BD INDEX FDS | 87K | $7M | 5.4% | NEW |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 97K | $6M | 4.7% | NEW |
| 8 | UITB | VICTORY PORTFOLIOS II | 123K | $6M | 4.7% | NEW |
| 9 | VYM | VANGUARD WHITEHALL FDS | 36K | $6M | 4.6% | NEW |
| 10 | VONG | VANGUARD SCOTTSDALE FDS | 44K | $6M | 4.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Advisory Team LLC is a Other fund managing $123 million in assets. The fund runs a portfolio of 39 positions.
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