Entity type
Company
Filer Snapshot
Wealth Advisory Team LLC
CIK 0002039196. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
2
Latest filing
05 Feb 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q4 2025. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$113.12M
39 holdings for Q4 2025
Open portfolioLargest parsed holding
ACIO
$15.7M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View source filing
13F-HR filed on 05 Feb 2026 for CIK 0002039196.
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
13F portfolio$113.12MQuarterly institutional holdings reported on Form 13F.
Latest reported 13F value
13F$113.12MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Largest 13F holdings
13FACIO DRSK DFUS DBEF UCON+15 more
VYM BIV UITB VONG VWO XMHQ USSG ESGD NULG ESGE DSI ESML FNDF CGW PGLargest symbols in the latest parsed Form 13F information table.
Largest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
ACIO DRSK DFUS DBEF UCON VYM BIV UITB+12 more
VONG VWO XMHQ USSG ESGD NULG ESGE DSI ESML FNDF CGW PGHow to read these SEC ownership signals
- Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
- Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
- Business address
- 601 Fairfield Avenue, Bellevue, KY, 41073
- Incorporated in
- KY
- Fiscal year end
- 31 December
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Filer intelligence
What SEC filings say about Wealth Advisory Team LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $113.12M across 39 reported holdings for Q4 2025.
- Largest parsed 13F holding: ACIO at $15.7M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
51%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$57.38M
Compared with $113.12M total 13F value.
Top 5 net change
+$932.4K
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: DRSK ยท Largest trim: XLRE
ACIO
DRSK
DFUS
DBEF
UCON
Other holdings
Latest update
What changed recently for Wealth Advisory Team LLC
Latest 13F period: Q4 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
05 Feb 2026
Page type
Filer profile
Latest period
Q4 2025
Institutional portfolio context was refreshed from a 13F filing filed on 05 Feb 2026.
Benchmark Context
Benchmark context for this company
Wealth Advisory Team LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q4 2025. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0002039196 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
2
First seen
25 Jul 2025
Latest filing
05 Feb 2026
Entity
Company
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 2 of 2 SEC filings for Wealth Advisory Team LLC.
13F-HR
13F-HR filing
- Filing date
- 05 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 25 Jul 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing