15 Wealth Advisors LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Aug 2026 to Oct 2026 | $481,483,347 | Individuals and high net worth (100%) |
| Apr 2026 to Jul 2026 | $0 | — |
Portfolio style
Not measured yet. Quarters are measured from the first covered 13F quarter, once each filing window closes.
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.
View clone backtestPortfolio Concentration
108 tracked positions · as of Sep 30, 2026Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 80.4% | $227,951,367 |
| Technology | 8.6% | $24,502,400 |
| Healthcare | 4.5% | $12,721,889 |
| Consumer Cyclical | 2.6% | $7,318,534 |
| Communication Services | 1.8% | $5,124,665 |
| Financial Services | 0.7% | $1,927,254 |
| Consumer Defensive | 0.6% | $1,593,855 |
| Industrials | 0.4% | $1,264,132 |
| Energy | 0.2% | $691,687 |
| Utilities | 0.1% | $278,151 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
First | 725,083 | $44,324,323 | 15.64% | |
| DYNF |
iShares U.S. Equity Factor Rotation Active ETF
|
First | 414,547 | $28,711,525 | 10.13% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
First | 42,849 | $16,035,809 | 5.66% | |
| SPTI |
State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF
|
First | 574,652 | $15,676,506 | 5.53% | |
| FBND |
Fidelity Total Bond ETF
|
First | 358,442 | $15,520,538 | 5.48% | |
| HDEF |
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
|
First | 356,786 | $11,542,027 | 4.07% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
First | 58,163 | $11,385,407 | 4.02% | |
| RDVY |
First Trust Rising Dividend Achievers ETF
|
First | 140,444 | $10,995,360 | 3.88% | |
| AAPL |
Apple Inc.
Technology
|
First | 32,853 | $10,940,706 | 3.86% | |
| BLCR |
|
First | 166,564 | $8,154,973 | 2.88% | |
| THRO |
|
First | 173,471 | $7,629,254 | 2.69% | |
| NVDA |
Nvidia Corp
Technology
|
First | 28,979 | $6,618,224 | 2.34% | |
| IALT |
|
First | 214,523 | $6,405,656 | 2.26% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 8,348 | $6,366,435 | 2.25% | |
| BAI |
BlackRock ETF Trust
|
First | 132,560 | $6,255,506 | 2.21% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
First | 24,097 | $5,206,879 | 1.84% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 16,689 | $4,365,675 | 1.54% | |
| SMH |
VanEck Semiconductor ETF
|
First | 7,007 | $4,267,263 | 1.51% | |
| BINC |
|
First | 79,808 | $4,053,448 | 1.43% | |
| MSFT |
Microsoft Corp
Technology
|
First | 6,795 | $3,485,155 | 1.23% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 9,464 | $3,357,921 | 1.18% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
First | 25,856 | $3,182,356 | 1.12% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
First | 24,911 | $3,130,565 | 1.10% | |
| GOOG |
Alphabet Inc.
Communication Services
|
First | 8,975 | $3,058,141 | 1.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 11,902 | $2,965,383 | 1.05% | |
| IAU |
Ishares Gold Trust
|
First | 37,052 | $2,893,761 | 1.02% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
First | 31,770 | $2,742,386 | 0.97% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 3,565 | $2,637,280 | 0.93% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
First | 30,409 | $2,384,673 | 0.84% | |
| ABT |
Abbott Laboratories
Healthcare
|
First | 19,357 | $1,913,052 | 0.68% | |
| IBIT |
iShares Bitcoin Trust ETF
|
First | 34,973 | $1,655,621 | 0.58% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
First | 22,458 | $1,450,562 | 0.51% | |
| CAH |
Cardinal Health Inc
Healthcare
|
First | 5,175 | $1,151,437 | 0.41% | |
| TCAF |
T. Rowe Price Capital Appreciation Equity ETF
|
First | 22,908 | $968,321 | 0.34% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 9,310 | $967,495 | 0.34% | |
| VOO |
VANGUARD 500 INDEX FUND
|
First | 1,377 | $965,084 | 0.34% | |
| BAX |
Baxter International Inc
Healthcare
|
First | 37,411 | $897,864 | 0.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 2,549 | $877,059 | 0.31% | |
| XLI |
State Street(R) Industrial Select Sector SPDR(R) ETF
|
First | 5,069 | $846,421 | 0.30% | |
| VOT |
VANGUARD MID-CAP GROWTH INDEX FUND
|
First | 2,813 | $821,677 | 0.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 2,381 | $787,706 | 0.28% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
First | 1,108 | $727,634 | 0.26% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 959 | $695,447 | 0.25% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 4,250 | $691,687 | 0.24% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 2,777 | $637,515 | 0.22% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 2,682 | $619,381 | 0.22% | |
| BE |
Bloom Energy Corp
Industrials
|
First | 2,142 | $593,291 | 0.21% | |
| PZA |
Invesco National AMT-Free Municipal Bond ETF
|
First | 26,930 | $576,032 | 0.20% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 932 | $570,160 | 0.20% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
First | 1,380 | $561,149 | 0.20% |
Showing the top 50 of 108 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.