WMG Financial Advisors, LLC: 13F holdings
CIK 19067112026Q2
| Positions | 105 |
|---|
| Reported value | $265.4m |
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| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 105 (+5 vs prior quarter) |
|---|
| Reported value | $265.4m (+10.7%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUS AMERICAN CENTY ETF TR | 506,461 | $64.9m | 24.4% |
| AVUV AMERICAN CENTY ETF TR | 288,366 | $36.0m | 13.6% |
| AVDE AMERICAN CENTY ETF TR | 200,299 | $17.9m | 6.7% |
| ETF OPPORTUNITIES TRUST | 465,102 | $12.7m | 4.8% |
| AMERICAN CENTY ETF TR | 136,540 | $11.0m | 4.1% |
| AVDV AMERICAN CENTY ETF TR | 97,070 | $10.0m | 3.8% |
| AVEM AMERICAN CENTY ETF TR | 102,989 | $9.9m | 3.7% |
| VGT VANGUARD WORLD FD | 63,118 | $7.5m | 2.8% |
| SPMO INVESCO EXCH TRADED FD TR II | 45,920 | $7.4m | 2.8% |
| AAPL APPLE INC | 23,547 | $6.8m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1906711")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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