Wealth Advisory Team LLC

CIK

2039196

Location

BELLEVUE, KY

Portfolio Value

Micro $868,913

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,265 / 8,420 ▼ 400

Top Industry

Household & Personal Products 29.0%

3Y Alpha vs SPY

-16.8%

Period ended 6 months ago

Filed Feb 5, 2026 · 4mo

2 quarters · since Jun 2025

Clone Performance

Aug 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+2.2%

SPY

+16.0%

Annualised alpha

-16.8%

Max drawdown

−9.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

8 positions · as of Dec 31, 2025 · Δ vs Jun 30, 2025

Top Position

26.4%

−8.8 pts

Top 5

76.3%

−14.6 pts

Top 10

100.0%

0.0 pts

HHI

1,545

Moderately concentrated−656

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Technology	27.6%	$868,913	2
Consumer Defensive	26.4%	$831,771	1
Utilities	12.6%	$398,155	1
Healthcare	9.7%	$304,216	1
Unclassified	9.0%	$282,996	1
Consumer Cyclical	8.1%	$254,284	1
Industrials	6.6%	$208,536	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
SO	Southern Co	+76	4,566	$398,155
PG	PROCTER & GAMBLE Co	+67	5,804	$831,771
AAPL	Apple Inc.	+40	1,202	$326,775
MCD	Mcdonalds Corp	+9	832	$254,284
MSFT	Microsoft Corp	+3	1,121	$542,138
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
JNJ	Johnson & Johnson	−78	1,470	$304,216
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	415	$282,996
GE	General Electric Co	677	$208,536
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $868,913 total · Technology only · as of Dec 31, 2025

All sectors Consumer Cyclical Consumer Defensive Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
MSFT	Microsoft Corp Technology	Added	1,121	+3	$542,138	−2.5%	62.39%
AAPL	Apple Inc. Technology	Added	1,202	+40	$326,775	+37.1%	37.61%