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Wealth Watch Advisors, INC

Location
ENGLEWOOD, CO
Portfolio Value
Micro $67,546,074
Diversification
Diversified
Filing Date
Global Rank
#6,413 / 8,605 ▲ 117 · as of Mar 2026
Top Industry
Consumer Electronics 14.9%
3Y Alpha vs SPY
-2.7%
Period ended 3 months ago
Filed May 15, 2026 · 55d
6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio
+20.0%
SPY
+24.4%
Annualised alpha
-3.0%
Max drawdown
−18.7%

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

37 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
16.7%
+1.5 pts
Top 5
50.8%
+9.2 pts
Top 10
72.0%
+10.1 pts
HHI
718
Dec 2024 → Mar 2026 · range 535 – 1,082
Diversified+183

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Unclassified 66.1% $44,644,756
Technology 13.1% $8,832,997
Consumer Cyclical 4.8% $3,271,738
Healthcare 4.6% $3,116,034
Consumer Defensive 3.1% $2,086,457
Industrials 3.0% $2,028,520
Communication Services 2.8% $1,891,800
Financial Services 2.1% $1,426,703
Utilities 0.4% $247,069

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
4 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
37 positions · $67,546,074 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History