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Wealth Advisory Team Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    bellevue, KY
  • CIK
    0002039196
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

39

$113.12M
ACIO, DRSK, DFUS, DBEF
13F-HR
Feb 5, 2026
000203919626000001

38

$106.92M
ACIO, DRSK, DFUS, DBEF
13F-HR
Jul 25, 2025
000203919625000001