§ 13F · FUND PROFILE
Wealth Advisory Team LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $107M (13F)Positions · 38Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$113M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ACIO | ETF SER SOLUTIONS | 359K | $16M | 13.9% | NEW |
| 2 | DRSK | ETF SER SOLUTIONS | 413K | $12M | 10.4% | NEW |
| 3 | DFUS | DIMENSIONAL ETF TRUST | 152K | $11M | 10.0% | NEW |
| 4 | DBEF | DBX ETF TR | 223K | $11M | 9.5% | NEW |
| 5 | UCON | FIRST TR EXCHNG TRADED FD VI | 314K | $8M | 7.0% | NEW |
| 6 | VYM | VANGUARD WHITEHALL FDS | 50K | $7M | 6.3% | NEW |
| 7 | BIV | VANGUARD BD INDEX FDS | 86K | $7M | 5.9% | NEW |
| 8 | UITB | VICTORY PORTFOLIOS II | 126K | $6M | 5.3% | NEW |
| 9 | VONG | VANGUARD SCOTTSDALE FDS | 43K | $5M | 4.7% | NEW |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 96K | $5M | 4.5% | 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 $107 million in assets. The fund runs a portfolio of 38 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed