account_balance

Investment manager · 13F filer · SEC CIK 2040515

Wealth Watch Advisors, INC

Reported value$308Mas of Jun 30, 2026
Positions123 26 new, 11 sold out
Top 10 weight55.7%CAIE alone is 11%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 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
CAIE Calamos ETF Tr 11.5% Added +56%
QQH Northern LTS Fd Tr III 9.0% Trimmed −11%
CWB SPDR Series Trust 7.2% New
LGH Northern LTS Fd Tr III 6.1% Trimmed −14%
HCMT Direxion Shares ETF Trust 5.3% Held
AIRR First Tr Exchange Traded Fd 4.8% Added +877%
VOO Vanguard Index FDS 3.7% Held
QQQ Invesco QQQ Tr 3.5% Trimmed −25%
ACYN First Tr Exchange-Traded Fd 2.3% Added +60%
BUFR First Tr Exchng Traded Fd Vi 2.3% Added +16%
AAPL Apple Inc. 1.8% Added +45%
SPYG SPDR Series Trust 1.7% New

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
  • CWB $22.2M
  • SPYG $5.2M
  • DNL $2.39M
  • SLYG $2.26M
arrow_upwardAdded
  • AIRR +877%
  • SPAB +447%
  • FTGS +79%
  • AFLG +76%
arrow_downwardTrimmed
  • SPY −68%
  • CIBR −45%
  • QQQ −25%
  • IAU −16%
remove_circleSold out
  • BIL $22.1M
  • VGT $1.31M
  • SHLD $1.17M
  • XLU $845K

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