Investor
Wealth Advisory Team LLC
CIK 0002039196 · filed 2026-02-05 · SEC filing
13F book
$113.1M
Positions
39
Largest name
13.9%
Etf Ser Solutions
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Etf Ser Solutions | — | 359.2K | $15.7M | 13.9% | — | Held |
| Etf Ser Solutions | — | 413.1K | $11.8M | 10.4% | — | Held |
| Dimensional Etf Trust | — | 152.2K | $11.3M | 10.0% | — | Held |
| Dbx Etf Tr | — | 223K | $10.7M | 9.5% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 314.1K | $7.9M | 7.0% | — | Held |
| Vanguard Whitehall Fds | — | 49.5K | $7.11M | 6.3% | — | Held |
| Vanguard Bd Index Fds | — | 85.6K | $6.67M | 5.9% | — | Held |
| Victory Portfolios Ii | — | 126.4K | $5.99M | 5.3% | — | Held |
| Vanguard Scottsdale Fds | — | 43.3K | $5.27M | 4.7% | — | Held |
| Vanguard Intl Equity Index F | — | 95.7K | $5.14M | 4.5% | — | Held |
| Invesco Exchange Traded Fd T | — | 33.3K | $3.41M | 3.0% | — | Held |
| Dbx Etf Tr | — | 46.8K | $2.97M | 2.6% | — | Held |
| Ishares Tr | — | 27.5K | $2.62M | 2.3% | — | Held |
| Nushares Etf Tr | — | 23.2K | $2.27M | 2.0% | — | Held |
| Ishares Inc | — | 29.3K | $1.29M | 1.1% | — | Held |
| Ishares Tr | — | 9.59K | $1.24M | 1.1% | — | Held |
| Ishares Tr | — | 25.1K | $1.15M | 1.0% | — | Held |
| Schwab Strategic Tr | — | 24.4K | $1.1M | 1.0% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 15K | $944.1K | 0.8% | — | Held |
| Procter And Gamble Co | PG | 5.8K | $831.8K | 0.7% | — | Held |
| Ishares Tr | — | 17.1K | $762.9K | 0.7% | — | Held |
| Schwab Strategic Tr | — | 27.5K | $747.4K | 0.7% | — | Held |
| Schwab Strategic Tr | — | 18.1K | $591.5K | 0.5% | — | Held |
| Ishares Tr | — | 22.9K | $576.8K | 0.5% | — | Held |
| Microsoft Corp | MSFT | 1.12K | $542.1K | 0.5% | — | Held |
| Ishares Tr | — | 10.9K | $523.2K | 0.5% | — | Held |
| Vaneck Etf Trust | — | 1.4K | $502.3K | 0.4% | — | Held |
| Southern Co | — | 4.57K | $398.1K | 0.4% | — | Held |
| Invesco Actively Managed Exc | — | 7.24K | $363.6K | 0.3% | — | Held |
| Apple Inc. | AAPL | 1.2K | $326.8K | 0.3% | — | Held |
| Ishares Inc | — | 7.03K | $322.3K | 0.3% | — | Held |
| Johnson & Johnson | JNJ | 1.47K | $304.3K | 0.3% | — | Held |
| Vaneck Etf Trust | — | 12.1K | $293.6K | 0.3% | — | Held |
| Spdr S&P 500 Etf Tr | — | 415 | $283.8K | 0.3% | — | Held |
| Ishares Tr | — | 6.55K | $271.9K | 0.2% | — | Held |
| Mcdonalds Corp | MCD | 832 | $254.4K | 0.2% | — | Held |
| Ishares Tr | — | 1.92K | $252.6K | 0.2% | — | Held |
| Vanguard Growth Etf | — | 447 | $218.3K | 0.2% | — | Held |
| Ge Aerospace | — | 677 | $208.8K | 0.2% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.