Wealth Advisory Team LLC
13F Portfolio Filings
Most recent 13F
Q4 2025
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
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