Wealth Advisory Team LLC
Annual return '25
+19.7%
SPY '25
+17.7%
Alpha
+2.0ptsvs SPY
Invested
$578.5M
Holdings
234
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWL
ISHARES TR
Held since at least Q1 2024
11.7%
02
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
7.1%
03
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
6.3%
04
$MOAT
VANECK ETF TRUST
Held since at least Q1 2024
5.3%
05
$GDX
VANECK ETF TRUST
Held since at least Q1 2024
3.7%
06
$VNLA
JANUS DETROIT STR TR
Held since at least Q1 2024
3.5%
07
$GTO
INVESCO ACTIVELY MANAGED EXC
Held since at least Q1 2024
2.8%
08
$SDVY
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
2.6%
09
$ISPY
PROSHARES TR
Held since at least Q1 2024
2.6%
10
$VUG
VANGUARD INDEX FDS
Q1 2026: Exited (was 447 shares)
2.5%
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 10:41 UTC.