Wealth Watch Advisors, INC

CIK

2040515

Location

ENGLEWOOD, CO

Portfolio Value

Small $310,812,817

Diversification

Diversified

Filing Date

Global Rank

#5,116 / 8,816 ▲ 424

Top Industry

Consumer Electronics 18.4%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 69.2% of the book (60%+)

Turnover

Medium turnover

52.4% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 5.2 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 84.6%; sector active share 78.2% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

124 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.9%

−4.3 pts

Top 5

49.8%

+0.2 pts

Top 10

68.5%

+1.6 pts

HHI

669

Diversified−51

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.5%	$281,285,119	86
Technology	4.0%	$12,515,503	10
Healthcare	1.2%	$3,591,749	5
Industrials	1.1%	$3,507,798	5
Consumer Cyclical	0.9%	$2,715,697	4
Communication Services	0.8%	$2,539,266	3
Consumer Defensive	0.8%	$2,494,592	5
Financial Services	0.5%	$1,678,764	4
Utilities	0.1%	$262,742	1
Basic Materials	0.1%	$221,587	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CAIE	Calamos Autocallable Income ETF	+465,034	1,295,093	$35,239,480
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	+165,826	202,919	$5,178,492
ACYN	First Trust Exchange-Traded Fund	+129,821	344,429	$7,160,678
AIRR	First Trust Exchange-Traded Fund VI	+100,044	111,447	$14,850,312
HYBL	State Street(R) Blackstone High Income ETF	+44,722	107,230	$2,997,078
ILDR	First Trust Innovation Leaders ETF	+28,270	102,138	$4,008,405
VUG	VANGUARD GROWTH INDEX FUND	+26,703	31,708	$2,731,327
BUFR	FT Vest Laddered Buffer ETF	+26,158	191,859	$7,008,609
FTGS	First Trust Growth Strength ETF	+21,906	49,571	$1,834,226
—		+15,739	49,689	$1,373,900
AFLG	First Trust Active Factor Large Cap ETF	+14,430	33,456	$1,452,659
JEPI	JPMorgan Equity Premium Income ETF	+12,265	31,306	$1,768,162
EMLP	First Trust North American Energy Infrastructure Fund	+9,629	22,679	$986,536
BUFD	FT Vest Laddered Deep Buffer ETF	+8,295	136,740	$4,063,912
RDVY	First Trust Rising Dividend Achievers ETF	+7,356	18,279	$1,481,695
—		+6,643	214,102	$5,038,462
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+6,386	17,850	$1,097,061
AAPL	Apple Inc.	+5,816	18,780	$5,434,180
TDIV	First Trust NASDAQ Technology Dividend Index Fund	+5,587	13,263	$1,523,653
SRLN	State Street(R) Blackstone Senior Loan ETF	+4,327	10,256	$413,214
VXUS	Vanguard Total International Stock ETF	+3,028	6,115	$522,771
—		+2,699	10,118	$338,244
—		+2,283	78,273	$4,538,268
SMH	VanEck Semiconductor ETF	+2,276	5,469	$3,587,062
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	+2,232	5,524	$1,059,227
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LGH	HCM Defender 500 Index ETF	−47,048	292,740	$18,665,102
PLTM	GraniteShares Platinum Trust	−40,892	245,352	$3,665,558
QQH	HCM Defender 100 Index ETF	−39,325	322,697	$27,622,863
SGOL	abrdn Gold ETF Trust	−19,511	103,618	$3,961,316
—		−13,975	17,015	$1,528,797
—		−9,788	6,818	$346,558
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−8,919	6,921	$367,574
IAU	Ishares Gold Trust	−8,281	43,640	$3,295,256
IBIT	iShares Bitcoin Trust ETF	−8,209	16,651	$554,311
SLV	iShares Silver Trust	−7,810	43,721	$2,337,761
SIVR	abrdn Silver ETF Trust	−7,388	41,624	$2,340,101
BITB	Bitwise Bitcoin ETF	−7,031	18,912	$602,536
SPY	Spdr S&P 500 ETF Trust	−5,920	2,816	$2,102,904
QQQ	Invesco Qqq Trust, Series 1	−4,952	14,575	$10,733,030
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	−2,972	1,990	$368,607
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−2,608	3,290	$289,125
BUFZ	FT Vest Laddered Moderate Buffer ETF	−2,436	10,106	$282,260
IVW	iShares S&P 500 Growth ETF	−1,953	11,330	$1,558,214
FLTR	VanEck IG Floating Rate ETF	−1,662	11,707	$299,816
HCMT	Direxion HCM Tactical Enhanced US ETF	−1,647	390,601	$16,381,805
SOXY	YieldMax(R) Target 12(TM) Semiconductor Option Income ETF	−1,622	9,238	$1,055,894
TQQQ	ProShares UltraPro QQQ	−1,557	24,590	$1,991,790
IWM	iShares Russell 2000 ETF	−887	6,968	$2,093,535
GTO	Invesco Total Return Bond ETF	−859	6,480	$303,717
LMBS	First Trust Low Duration Opportunities ETF	−703	17,436	$867,964
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	206,138	$22,225,799
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	43,660	$5,195,103
DNL	WisdomTree Global ex-U.S. Quality Growth Fund	51,756	$2,390,092
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	18,971	$2,260,015
MDYG	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF	19,883	$2,228,685
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	21,218	$1,696,803
SOXL	Direxion Daily Semiconductor Bull 3X Shares	3,708	$988,960
PPA	Victory Portfolios II	4,667	$824,425
BAI	BlackRock ETF Trust	15,256	$804,296
UFO	Procure Space ETF	7,845	$397,506
SSO	ProShares Ultra S&P500	5,580	$375,980
QLD	ProShares Ultra QQQ	3,753	$363,140
AMD	Advanced Micro Devices Inc	603	$350,288
—		13,949	$349,143
LRCX	Lam Research Corp	782	$338,864
ROK	Rockwell Automation, Inc	550	$272,294
DAL	Delta Air Lines, Inc.	2,782	$260,562
ABBV	AbbVie Inc.	993	$249,878
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	1,448	$228,827
UNH	Unitedhealth Group Inc	535	$222,362
LIN	Linde PLC	427	$221,587
BRK-B	Berkshire Hathaway Inc	429	$214,667
ADI	Analog Devices Inc	539	$214,074
PM	Philip Morris International Inc.	1,178	$213,111
MO	Altria Group, Inc.	2,918	$209,950
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
—		240,725	$22,060,039
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	18,412	$844,926
—		3,258	$366,362
—		6,865	$312,494
XHLF	BondBloxx Bloomberg Six Month Target Duration US Treasury ETF	5,421	$272,838
—		2,163	$260,879
MRK	Merck & Co., Inc.	1,728	$207,861
—		5,377	$204,379
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	1,876	$0
SHLD	Global X Defense Tech ETF	16,457	$0
GOLI		10,684	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

124 tracked positions · $310,812,817 total · filing declares 142 positions · $308,200,587 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 124 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
CAIE	Calamos Autocallable Income ETF	Added	1,295,093	+465,034	$35,239,480	+68.9%	4	$26.74	11.34%
QQH	HCM Defender 100 Index ETF	Reduced	322,697	-39,325	$27,622,863	+9.3%	7	before history	8.89%
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	NEW	206,138	NEW	$22,225,799	NEW	1	$103.65	7.15%
LGH	HCM Defender 500 Index ETF	Reduced	292,740	-47,048	$18,665,102	−3.6%	7	before history	6.01%
HCMT	Direxion HCM Tactical Enhanced US ETF	Reduced	390,601	-1,647	$16,381,805	+18.7%	7	before history	5.27%
AIRR	First Trust Exchange-Traded Fund VI	Added	111,447	+100,044	$14,850,312	+1075.6%	6	$122.89	4.78%
VOO	VANGUARD 500 INDEX FUND	Added	16,568	+215	$11,379,068	+16.4%	7	before history	3.66%
QQQ	Invesco Qqq Trust, Series 1	Reduced	14,575	-4,952	$10,733,030	−4.8%	7	before history	3.45%
ACYN	First Trust Exchange-Traded Fund	Added	344,429	+129,821	$7,160,678	+63.7%	2	$20.42	2.30%
BUFR	FT Vest Laddered Buffer ETF	Added	191,859	+26,158	$7,008,609	+25.2%	7	before history	2.25%
AAPL	Apple Inc. PUT CALL + SHARES Technology	Added	20,380	+6,916	$5,437,097	+65.2%	7	before history	1.75%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	NEW	43,660	NEW	$5,195,103	NEW	1	$114.32	1.67%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Added	202,919	+165,826	$5,178,492	+444.9%	7	before history	1.67%
		Added	214,102	+6,643	$5,038,462	+15.0%	3	$22.73	1.62%
		Added	78,273	+2,283	$4,538,268	+67.8%	7	before history	1.46%
SPY	Spdr S&P 500 ETF Trust PUT CALL + SHARES	Reduced	7,316	-4,320	$4,286,473	−27.1%	7	before history	1.38%
BUFD	FT Vest Laddered Deep Buffer ETF	Added	136,740	+8,295	$4,063,912	+13.0%	7	before history	1.31%
ILDR	First Trust Innovation Leaders ETF	Added	102,138	+28,270	$4,008,405	+82.2%	7	before history	1.29%
SGOL	abrdn Gold ETF Trust	Reduced	103,618	-19,511	$3,961,316	−27.9%	5	$37.59	1.27%
PLTM	GraniteShares Platinum Trust	Reduced	245,352	-40,892	$3,665,558	−32.3%	6	$14.88	1.18%
SMH	VanEck Semiconductor ETF	Added	5,469	+2,276	$3,587,062	+193.0%	4	$399.92	1.15%
IAU	Ishares Gold Trust	Reduced	43,640	-8,281	$3,295,256	−28.0%	5	$74.32	1.06%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	16,742	+2,147	$3,189,685	+64.4%	7	before history	1.03%
HYBL	State Street(R) Blackstone High Income ETF	Added	107,230	+44,722	$2,997,078	+72.2%	5	$28.16	0.96%
VUG	VANGUARD GROWTH INDEX FUND	Added	31,708	+26,703	$2,731,327	+24.9%	7	before history	0.88%
DNL	WisdomTree Global ex-U.S. Quality Growth Fund	NEW	51,756	NEW	$2,390,092	NEW	1	unpriced	0.77%
CAT	Caterpillar Inc Industrials	Reduced	2,224	-3	$2,368,337	+50.1%	7	before history	0.76%
SIVR	abrdn Silver ETF Trust	Reduced	41,624	-7,388	$2,340,101	−33.3%	5	$43.54	0.75%
SLV	iShares Silver Trust	Reduced	43,721	-7,810	$2,337,761	−33.4%	5	$41.50	0.75%
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	NEW	18,971	NEW	$2,260,015	NEW	1	$108.20	0.73%
MDYG	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF	NEW	19,883	NEW	$2,228,685	NEW	1	$105.98	0.72%
NVDA	Nvidia Corp PUT + SHARES Technology	Added	11,762	+1,716	$2,216,160	+35.8%	7	before history	0.71%
IWM	iShares Russell 2000 ETF	Reduced	6,968	-887	$2,093,535	+7.5%	7	before history	0.67%
SYK	Stryker Corp CALL + SHARES Healthcare	Reduced	6,514	-2	$2,050,867	+87.6%	7	before history	0.66%
TQQQ	ProShares UltraPro QQQ	Reduced	24,590	-1,557	$1,991,790	—	7	before history	0.64%
FTGS	First Trust Growth Strength ETF	Added	49,571	+21,906	$1,834,226	+94.7%	7	before history	0.59%
JEPI	JPMorgan Equity Premium Income ETF	Added	31,306	+12,265	$1,768,162	+63.8%	3	$57.04	0.57%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	NEW	21,218	NEW	$1,696,803	NEW	1	unpriced	0.55%
GOOGL	Alphabet Inc. PUT + SHARES Communication Services	Added	5,007	+571	$1,612,054	+42.4%	7	before history	0.52%
IVW	iShares S&P 500 Growth ETF	Reduced	11,330	-1,953	$1,558,214	+3.7%	7	before history	0.50%
MSFT	Microsoft Corp PUT CALL + SHARES Technology	Added	4,602	+524	$1,531,769	+9.5%	7	before history	0.49%
		Reduced	17,015	-13,975	$1,528,797	−21.3%	5	$73.47	0.49%
TDIV	First Trust NASDAQ Technology Dividend Index Fund	Added	13,263	+5,587	$1,523,653	+111.9%	7	before history	0.49%
RDVY	First Trust Rising Dividend Achievers ETF	Added	18,279	+7,356	$1,481,695	+98.7%	7	before history	0.48%
AFLG	First Trust Active Factor Large Cap ETF	Added	33,456	+14,430	$1,452,659	+97.9%	6	unpriced	0.47%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	1,957	-299	$1,376,436	−1.1%	7	before history	0.44%
FBND	Fidelity Total Bond ETF	Added	30,240	+525	$1,375,617	+1.5%	6	$45.61	0.44%
		Added	49,689	+15,739	$1,373,900	+69.5%	4	$25.31	0.44%
AVGO	Broadcom Inc. PUT CALL + SHARES Technology	Added	4,721	+319	$1,259,052	+34.8%	7	before history	0.41%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	8,502	-224	$1,246,733	−1.1%	7	before history	0.40%

Showing the top 50 of 124 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.