Wealth Advisory Team LLC - Portfolio overview

Wealth Advisory Team LLC has 41 reported holdings in this dataset, with the latest filing dated 2026-02-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. ACIO - ETF SER SOLUTIONS, 13.82%
2. DRSK - ETF SER SOLUTIONS, 10.36%
3. DFUS - DIMENSIONAL ETF TRUST, 9.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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