WMG Financial Advisors, LLC

Q3 2026 13F Holdings

Location
Knoxville, TN
Holdings as of
9/30/2026
Value ($000)
$265,379
Num holdings
105
Date filed
10/28/2026
Form type
13F-HR
Holdings also reported by
RBC Rochdale, LLC
Prev filing
7/23/2026
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type