SEC Form 13F

Wealth Advisory Team LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$123,009,711
Positions39

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ETF SER SOLUTIONSACIOAPTUS COLLRD INV$19,211,692416,378
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$12,794,074156,140
ETF SER SOLUTIONSDRSKAPTUS DEFINED$12,338,217429,155
DBX ETF TRDBEFXTRACK MSCI EAFE$12,197,702223,278
FIRST TR EXCHNG TRADED FD VIUCONSMIT UNCO BD ETF$8,008,590321,889
VANGUARD BD INDEX FDSBIVINTERMED TERM$6,659,81786,829
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$5,790,65697,012
VICTORY PORTFOLIOS IIUITBCORE BD ETF$5,782,952123,467
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$5,680,95335,949
VANGUARD SCOTTSDALE FDSVONGVNG RUS1000GRW$5,636,37244,100

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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