Wealth Advisory Team LLC
Wealth Advisory Team LLC reported 39 positions worth $123.0M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: ACIO (15.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ACIO | SH | $19.2M | 15.62% | 416,378 | — | — | |
| ▸ 2 | DFUS | SH | $12.8M | 10.40% | 156,140 | — | — | |
| ▸ 3 | DRSK | SH | $12.3M | 10.03% | 429,155 | — | — | |
| ▸ 4 | DBEF | SH | $12.2M | 9.92% | 223,278 | — | — | |
| ▸ 5 | UCON | SH | $8.0M | 6.51% | 321,889 | — | — | |
| ▸ 6 | BIV | SH | $6.7M | 5.41% | 86,829 | — | — | |
| ▸ 7 | VWO | SH | $5.8M | 4.71% | 97,012 | — | — | |
| ▸ 8 | UITB | SH | $5.8M | 4.70% | 123,467 | — | — | |
| ▸ 9 | VYM | SH | $5.7M | 4.62% | 35,949 | — | — | |
| ▸ 10 | VONG | SH | $5.6M | 4.58% | 44,100 | — | — |
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Frequently Asked Questions
What stocks does Wealth Advisory Team LLC hold as of Q2 2026?
Wealth Advisory Team LLC reported 39 positions worth $123.0M in its Q2 2026 13F filing. Largest positions: ACIO (15.6%), DFUS (10.4%), DRSK (10.0%), DBEF (9.9%) and UCON (6.5%).
What did Wealth Advisory Team LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wealth Advisory Team LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.