Wealth Advisory Team LLC

CIK

2039196

Location

BELLEVUE, KY

Portfolio Value

Micro $3,254,027

Diversification

Diversified

Filing Date

Global Rank

#8,515 / 8,651 ▼ 468

Top Industry

Household & Personal Products 26.9%

3Y Alpha vs SPY

-11.3%

Period ended 58 days ago

Filed Jul 23, 2026 · 35d

3 quarters · since Jun 2025

Clone Performance

Aug 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+7.1%

SPY

+18.8%

Annualised alpha

-11.2%

Max drawdown

−6.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

9 tracked positions · as of Jun 30, 2026 · Δ vs Dec 31, 2025

Top Position

24.6%

−37.0 pts

Top 5

70.4%

−24.2 pts

Top 10

100.0%

0.0 pts

HHI

1,360

Diversified−3,131

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	24.6%	$799,188	1
Technology	22.2%	$723,740	2
Utilities	19.8%	$644,991	2
Healthcare	10.0%	$325,081	1
Unclassified	8.6%	$280,038	1
Industrials	7.8%	$253,388	1
Consumer Cyclical	7.0%	$227,601	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
SO	Southern Co	+73	4,639	$443,998
MCD	Mcdonalds Corp	+10	842	$227,601
GE	General Electric Co	+1	678	$253,388
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
PG	PROCTER & GAMBLE Co	−354	5,450	$799,188
JNJ	Johnson & Johnson	−190	1,280	$325,081
AAPL	Apple Inc.	−66	1,136	$328,712
MSFT	Microsoft Corp	−62	1,059	$395,028
SPY	Spdr S&P 500 ETF Trust	−40	375	$280,038
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
NEE	Nextera Energy Inc	2,290	$200,993
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ACIO	Aptus Collared Investment Opportunity ETF	359,182	$15,696,253
BIV	Vanguard Intermediate-Term Bond ETF	85,614	$6,667,618
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 tracked positions · $3,254,027 total · as of Jun 30, 2026

All sectors Consumer Cyclical Consumer Defensive Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,450	-354	$799,188	−3.9%	24.56%
SO	Southern Co Utilities	Added	4,639	+73	$443,998	+11.5%	13.64%
MSFT	Microsoft Corp Technology	Reduced	1,059	-62	$395,028	−27.1%	12.14%
AAPL	Apple Inc. Technology	Reduced	1,136	-66	$328,712	+0.6%	10.10%
JNJ	Johnson & Johnson Healthcare	Reduced	1,280	-190	$325,081	+6.9%	9.99%
SPY	Spdr S&P 500 ETF Trust	Reduced	375	-40	$280,038	−1.0%	8.61%
GE	General Electric Co Industrials	Added	678	+1	$253,388	+21.5%	7.79%
MCD	Mcdonalds Corp Consumer Cyclical	Added	842	+10	$227,601	−10.5%	6.99%
NEE	Nextera Energy Inc Utilities	NEW	2,290	NEW	$200,993	NEW	6.18%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.