WMG Financial Advisors, LLC
Annual return '25
+15.0%
SPY '25
+17.7%
Alpha
-2.7ptsvs SPY
Invested
$239.7M
Holdings
99
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVUS
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 502.0k shares)
23.3%
02
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 299.4k shares)
13.3%
03
$AVDE
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 215.2k shares)
6.9%
04
$HECA
ETF OPPORTUNITIES TRUST
Q1 2026: Exited (was 123.7k shares)
4.7%
05
$AVMV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 137.9k shares)
4.3%
06
$AVDV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 102.4k shares)
4.0%
07
$AVEM
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 109.5k shares)
3.5%
08
$AAPL
APPLE INC
Q1 2026: Sold 45.8% (6.2k → 3.3k shares)
2.6%
09
$VGT
VANGUARD WORLD FD
Q1 2026: Exited (was 4.9k shares)
2.2%
10
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +7718.1% (543 → 42.5k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:35 UTC.