account_balance

Investment manager · 13F filer · SEC CIK 1906711

WMG Financial Advisors, LLC

Reported value$265Mas of Sep 30, 2026
Positions105 0 new, 0 sold out
Top 10 weight69.4%AVUS alone is 24%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVUS American Centy ETF Tr 24.4% Held
AVUV American Centy ETF Tr 13.6% Held
AVDE American Centy ETF Tr 6.7% Held
HECA ETF Opportunities Trust 4.8% Held
AVMV American Centy ETF Tr 4.1% Held
AVDV American Centy ETF Tr 3.8% Held
AVEM American Centy ETF Tr 3.7% Held
VGT Vanguard World Fd 2.8% Held
SPMO Invesco Exch Traded Fd Tr II 2.8% Held
AAPL Apple Inc. 2.6% Held
BUXX Ea Series Trust 2.3% Held
NVDA NVIDIA Corp 2.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 23, 2026 filing
add_circleNew

None

arrow_upwardAdded

None

arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist