Wealth Advisory Team LLC

13F Portfolio Filings

Most recent 13F
Q2 2026
Location
Bellevue, KY
CIK
0002039196
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 39 123,009 ACIO, DFUS, DRSK, DBEF 13F-HR 7/23/2026 000203919626000004
Q4 2025 39 113,118 ACIO, DRSK, DFUS, DBEF 13F-HR 2/5/2026 000203919626000001
Q2 2025 38 106,918 ACIO, DRSK, DFUS, DBEF 13F-HR 7/25/2025 000203919625000001