Wealth Advisory Team LLC holds a focused book of 39 stocks worth $123.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened NextEra Energy Inc and trimmed Victoryshares Core Intermedi. Their largest long position is Aptus Collared Invest Opp at 16% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+13.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2039196/holdings"
Use Arkolith to show Wealth Advisory Team LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Wealth Advisory Team LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wealth Advisory Team LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 42 / 39 | $187.8B |
| WELLS FARGO & COMPANY/MN | 42 / 39 | $57.4B |
| ROYAL BANK OF CANADA | 42 / 39 | $49.3B |
| LPL Financial LLC | 42 / 39 | $31.3B |
| RAYMOND JAMES FINANCIAL INC | 42 / 39 | $28.7B |
| ENVESTNET ASSET MANAGEMENT INC | 42 / 39 | $25.6B |
| OSAIC HOLDINGS, INC. | 42 / 39 | $6.8B |
| JPMORGAN CHASE & CO | 41 / 39 | $187.0B |
Ranked by how many of Wealth Advisory Team LLC's top 39 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | ETF Ser Solutions APTUS COLLRD INV | $19.2M | 416.4K | 15.6% | ▲+16% Added · +57K sh | |
| 2 | Dimensional ETF Trust US EQUI MARK ETF | $12.8M | 156.1K | 10.4% | ▲+2.6% Added · +4K sh | |
| 3 | ETF Ser Solutions APTUS DEFINED | $12.3M | 429.2K | 10.0% | ▲+3.9% Added · +16K sh | |
| 4 | DBX ETF TR XTRACK MSCI EAFE | $12.2M | 223.3K | 9.9% | ▲+0.1% Added · +277 sh | |
| 5 | First TR Exchng Traded FD VI SMIT UNCO BD ETF | $8.0M | 321.9K | 6.5% | ▲+2.5% Added · +8K sh | |
| 6 | Vanguard BD Index FDS INTERMED TERM | $6.7M | 86.8K | 5.4% | ▲+1.4% Added · +1K sh | |
| 7 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $5.8M | 97.0K | 4.7% | ▲+1.4% Added · +1K sh | |
| 8 | Victory Portfolios II CORE BD ETF | $5.8M | 123.5K | 4.7% | ▼−2.3% Reduced · −3K sh | |
| 9 | Vanguard Whitehall FDS HIGH DIV YLD | $5.7M | 35.9K | 4.6% | ▼−27% Reduced · −14K sh | |
| 10 | Vanguard Scottsdale FDS VNG RUS1000GRW | $5.6M | 44.1K | 4.6% | ▲+1.9% Added · +820 sh | |
| 11 | DBX ETF TR XTRACKERS MSCI | $3.7M | 53.6K | 3.0% | ▲+15% Added · +7K sh | |
| 12 | Ishares TR ESG AW MSCI EAFE | $3.5M | 33.7K | 2.8% | ▲+22% Added · +6K sh | |
| 13 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $2.6M | 22.7K | 2.1% | ▼−32% Reduced · −11K sh | |
| 14 | Nushares ETF TR NUVEEN ESG LRGCP | $2.2M | 18.9K | 1.8% | ▼−19% Reduced · −4K sh | |
| 15 | Ishares Inc ESG AWR MSCI EM | $1.8M | 32.9K | 1.5% | ▲+12% Added · +4K sh | |
| 16 | Ishares TR ESG AWARE MSCI | $1.5M | 27.7K | 1.3% | ▲+10% Added · +3K sh | |
| 17 | Schwab Strategic TR FUNDAMENTAL INTL | $1.3M | 24.5K | 1.1% | ▲+0.5% Added · +130 sh | |
| 18 | Ishares TR ESG AWRE 1 5 YR | $1.1M | 42.7K | 0.9% | ▲+87% Added · +20K sh | |
| 19 | Ishares TR ESG SELECT SCRE | $1.0M | 20.0K | 0.8% | ▲+17% Added · +3K sh | |
| 20 | Ishares TR ESG AWR US AGRGT | $1.0M | 21.8K | 0.8% | ▲+100% Added · +11K sh | |
| 21 | Ishares TR ESG MSCI KLD ETF | $946K | 6.6K | 0.8% | ▼−31% Reduced · −3K sh | |
| 22 | Vaneck ETF Trust SEMICONDUCTR ETF | $915K | 1.4K | 0.7% | —Held | |
| 23 | Schwab Strategic TR FUNDAMENTAL US L | $861K | 27.7K | 0.7% | ▲+0.8% Added · +216 sh | |
| 24 | Procter & Gamble Co COM | $799K | 5.5K | 0.6% | ▼−6.1% Reduced · −354 sh | |
| 25 | Vaneck ETF Trust GREEN BOND ETF | $787K | 32.6K | 0.6% | ▲+170% Added · +21K sh | |
| 26 | Invesco Exch Traded FD TR II S&P GBL WATER | $686K | 10.4K | 0.6% | ▼−30% Reduced · −5K sh | |
| 27 | Schwab Strategic TR US LCAP GR ETF | $615K | 18.2K | 0.5% | ▲+0.2% Added · +42 sh | |
| 28 | Southern Co COM | $444K | 4.6K | 0.4% | ▲+1.6% Added · +73 sh | |
| 29 | Microsoft Corp COM | $395K | 1.1K | 0.3% | ▼−5.5% Reduced · −62 sh | |
| 30 | Invesco Actively Managed Exc ULTRA SHRT DUR | $360K | 7.2K | 0.3% | ▼−0.9% Reduced · −63 sh | |
| 31 | Apple Inc COM | $329K | 1.1K | 0.3% | ▼−5.5% Reduced · −66 sh | |
| 32 | Johnson & Johnson COM | $325K | 1.3K | 0.3% | ▼−13% Reduced · −190 sh | |
| 33 | State STR SPDR S&P 500 ETF T TR UNIT | $281K | 375 | 0.2% | ▼−9.6% Reduced · −40 sh | |
| 34 | Ishares TR S&P MC 400VL ETF | $254K | 1.7K | 0.2% | ▼−10% Reduced · −197 sh | |
| 35 | Ge Aerospace COM NEW | $253K | 678 | 0.2% | ▲+0.1% Added · +1 sh | |
| 36 | Ishares Inc JP MRG EM CRP BD | $249K | 5.5K | 0.2% | ▼−22% Reduced · −2K sh | |
| 37 | Vanguard Index FDS GROWTH ETF | $232K | 2.7K | 0.2% | ▲+502% Added · +2K sh | |
| 38 | McDonalds Corp COM | $228K | 842 | 0.2% | ▲+1.2% Added · +10 sh | |
| 39 | NextEra Energy Inc COM | $201K | 2.3K | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.