Wealth Advisory Team LLC
Q2 2025 13F Holdings
- Locationbellevue, KY
- Num holdings
38
- Value ($000)
$106,919
- Date Filed07/25/2025
- Form type13F-HR
- CIK0002039196
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ACIO ETF SER SOLUTIONS | APTUS COLLRD INV | 26922A222 | $14.75M | 14 % | 356,175 | ||
DRSK ETF SER SOLUTIONS | APTUS DEFINED | 26922A388 | $11.42M | 11 % | 397,185 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $10.12M | 10 % | 150,970 | ||
DBEF DBX ETF TR | XTRACK MSCI EAFE | 233051200 | $9.50M | 9 % | 217,257 | ||
UCON FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | 33740F888 | $7.83M | 7 % | 314,692 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $6.76M | 6 % | 50,738 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $6.59M | 6 % | 85,264 | ||
UITB VICTORY PORTFOLIOS II | CORE INTERMEDIAT | 92647N527 | $6.03M | 6 % | 128,176 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $4.86M | 5 % | 44,492 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.50M | 4 % | 90,894 |
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