account_balance

Investment manager · 13F filer · SEC CIK 2148692

15 Wealth Advisors LLC

Reported value$399Mas of Sep 30, 2026
Positions108
Top 10 weight57.3%IWF alone is 14%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

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
IWF iShares Tr 14.0%
SPYV SPDR Series Trust 11.1%
DYNF BlackRock ETF Trust 7.2%
IEMG iShares Inc 4.7%
VTI Vanguard Index FDS 4.0%
SPTI SPDR Series Trust 3.9%
FBND Fidelity Merrimack STR Tr 3.9%
HDEF DBX ETF Tr 2.9%
XLK Select Sector SPDR Tr 2.9%
RDVY First Tr Exchange Traded Fd 2.8%
AAPL Apple Inc. 2.7%
MTUM iShares Tr 2.2%

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