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Wealth Advisory Team LLC

Q2 2025 13F Holdings

  • Location
    bellevue, KY
  • Num holdings

    38

  • Value ($000)

    $106,919

  • Date Filed
    07/25/2025
  • Form type
    13F-HR
  • CIK
    0002039196
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
ACIO

ETF SER SOLUTIONS

APTUS COLLRD INV
26922A222
$14.75M
14 %

356,175

D
DRSK

ETF SER SOLUTIONS

APTUS DEFINED
26922A388
$11.42M
11 %

397,185

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$10.12M
10 %

150,970

D
DBEF

DBX ETF TR

XTRACK MSCI EAFE
233051200
$9.5M
9 %

217,257

U
UCON

FIRST TR EXCHNG TRADED FD VI

SMITH UNCONSTRAI
33740F888
$7.83M
7 %

314,692

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$6.76M
6 %

50,738

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$6.59M
6 %

85,264

U
UITB

VICTORY PORTFOLIOS II

CORE INTERMEDIAT
92647N527
$6.03M
6 %

128,176

V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$4.86M
5 %

44,492

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$4.5M
4 %

90,894

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