WMG Financial Advisors, LLC
WMG Financial Advisors, LLC reported 105 positions worth $265.4M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: AVUS (24.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUS | SH | $64.9M | 24.44% | 506,461 | — | — | |
| ▸ 2 | AVUV | SH | $36.0M | 13.56% | 288,366 | — | — | |
| ▸ 3 | AVDE | SH | $17.9M | 6.73% | 200,299 | — | — | |
| ▸ 4 | HECA | SH | $12.7M | 4.78% | 465,102 | — | — | |
| ▸ 5 | AVMV | SH | $11.0M | 4.14% | 136,540 | — | — | |
| ▸ 6 | AVDV | SH | $10.0M | 3.77% | 97,070 | — | — | |
| ▸ 7 | AVEM | SH | $9.9M | 3.74% | 102,989 | — | — | |
| ▸ 8 | VGT | SH | $7.5M | 2.84% | 63,118 | — | — | |
| ▸ 9 | SPMO | SH | $7.4M | 2.80% | 45,920 | — | — | |
| ▸ 10 | AAPL | SH | $6.8M | 2.57% | 23,547 | — | — |
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Frequently Asked Questions
What stocks does WMG Financial Advisors, LLC hold as of Q2 2026?
WMG Financial Advisors, LLC reported 105 positions worth $265.4M in its Q2 2026 13F filing. Largest positions: AVUS (24.4%), AVUV (13.6%), AVDE (6.7%), HECA (4.8%) and AVMV (4.1%).
What did WMG Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WMG Financial Advisors, 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.