account_balance
Investment manager · 13F filer · SEC CIK 2039196
Wealth Advisory Team LLC
Reported value$122Mas of Sep 30, 2026
Positions39 2 new, 2 sold out
Top 10 weight76.1%ACIO alone is 16%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ACIOETF Ser Solutions
15.7%Trimmed −2%
DFUSDimensional ETF Trust
10.5%
DBEFDBX ETF Tr
10.0%
DRSKETF Ser Solutions
9.8%Added +3%
UCONFirst Tr Exchng Traded Fd Vi
6.3%
BIVVanguard Bd Index FDS
5.2%
VWOVanguard Intl Equity Index F
4.7%
VONGVanguard Scottsdale FDS
4.6%
UITBVictory Portfolios II
4.6%
VYMVanguard Whitehall FDS
4.6%
USSGDBX ETF Tr
3.0%−3%
ESGDiShares Tr
2.8%
ACIOETF Ser Solutions
15.7%Trimmed −2%
DFUSDimensional ETF Trust
10.5%
DBEFDBX ETF Tr
10.0%
DRSKETF Ser Solutions
9.8%+3%
UCONFirst Tr Exchng Traded Fd Vi
6.3%
BIVVanguard Bd Index FDS
5.2%
VWOVanguard Intl Equity Index F
4.7%
VONGVanguard Scottsdale FDS
4.6%
UITB
VYM4.6%
USSG
ESGD
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
ACIO ETF Ser Solutions 15.7% Trimmed −2%
DFUS Dimensional ETF Trust 10.5% Held
DBEF DBX ETF Tr 10.0% Held
DRSK ETF Ser Solutions 9.8% Added +3%
UCON First Tr Exchng Traded Fd Vi 6.3% Held
BIV Vanguard Bd Index FDS 5.2% Held
VWO Vanguard Intl Equity Index F 4.7% Held
VONG Vanguard Scottsdale FDS 4.6% Held
UITB Victory Portfolios II 4.6% Held
VYM Vanguard Whitehall FDS 4.6% Held
USSG DBX ETF Tr 3.0% Trimmed −3%
ESGD iShares Tr 2.8% Held
What changed
Biggest moves since Jun 30, 2026
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