Wealth Advisory Team LLC Portfolio Holdings

Wealth Advisory Team LLC

  • $107 Billion
  • Q2 2025

Wealth Advisory Team LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $14.7B, ETF Ser Solutions Aptus Define with a value of $11.4B, Dimensional ETF Tr U S Equity with a value of $10.1B, Xtrackers Msci Eafe Hedged Equ with a value of $9.5B, and First Tr ETF Viii Tcw Unconstr with a value of $7.83B.

Examining the 13F form we can see an increase of $107B in the current position value.

Wealth Advisory Team LLC is based out at Bellevue, KY

Below you can find more details about Wealth Advisory Team LLC portfolio as well as his latest detailed transactions.

Portfolio value $107 Billion
ETFs: $104 Billion
Consumer Defensive: $914 Million
Technology: $794 Million
Utilities: $412 Million
Consumer Cyclical: $240 Million
Healthcare: $236 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $107 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 38 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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