Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealth Advisory Team LLC (CIK 2039196) reported $113.1M across 39 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: ACIO ($15.7M, 13.88%), DRSK ($11.8M, 10.40%), DFUS ($11.3M, 9.98%), DBEF ($10.7M, 9.48%), UCON ($7.9M, 6.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ACIO | ETF SER SOLUTIONS | $15.7M | 13.88% | 359,182 | Added |
| 2 | DRSK | ETF SER SOLUTIONS | $11.8M | 10.40% | 413,104 | Added |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $11.3M | 9.98% | 152,150 | Added |
| 4 | DBEF | DBX ETF TR | $10.7M | 9.48% | 223,001 | Added |
| 5 | UCON | FIRST TR EXCHNG TRADED FD VI | $7.9M | 6.99% | 314,054 | Trimmed |
| 6 | VYM | VANGUARD WHITEHALL FDS | $7.1M | 6.28% | 49,534 | Trimmed |
| 7 | BIV | VANGUARD BD INDEX FDS | $6.7M | 5.89% | 85,614 | Added |
| 8 | UITB | VICTORY PORTFOLIOS II | $6.0M | 5.29% | 126,388 | Trimmed |
| 9 | VONG | VANGUARD SCOTTSDALE FDS | $5.3M | 4.66% | 43,280 | Trimmed |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $5.1M | 4.55% | 95,703 | Added |
| 11 | XMHQ | INVESCO EXCHANGE TRADED FD T | $3.4M | 3.01% | 33,250 | Trimmed |
| 12 | USSG | DBX ETF TR | $3.0M | 2.63% | 46,781 | Trimmed |
| 13 | ESGD | ISHARES TR | $2.6M | 2.31% | 27,510 | Trimmed |
| 14 | NULG | NUSHARES ETF TR | $2.3M | 2.01% | 23,191 | Trimmed |
| 15 | ESGE | ISHARES INC | $1.3M | 1.14% | 29,313 | Trimmed |
| 16 | DSI | ISHARES TR | $1.2M | 1.09% | 9,586 | Trimmed |
| 17 | ESML | ISHARES TR | $1.2M | 1.02% | 25,090 | Trimmed |
| 18 | FNDF | SCHWAB STRATEGIC TR | $1.1M | 0.97% | 24,380 | Trimmed |
| 19 | CGW | INVESCO EXCH TRADED FD TR II | $944,130 | 0.83% | 14,984 | Trimmed |
| 20 | PG | PROCTER AND GAMBLE CO | $831,763 | 0.74% | 5,804 | Added |
| 21 | XJH | ISHARES TR | $762,922 | 0.67% | 17,087 | Added |
| 22 | FNDX | SCHWAB STRATEGIC TR | $747,352 | 0.66% | 27,466 | Trimmed |
| 23 | SCHG | SCHWAB STRATEGIC TR | $591,540 | 0.52% | 18,134 | Trimmed |
| 24 | SUSB | ISHARES TR | $576,754 | 0.51% | 22,851 | Added |
| 25 | MSFT | MICROSOFT CORP | $542,135 | 0.48% | 1,121 | Added |
Source: SEC Form 13F filings · as of 2025-12-31