FORM Wealth Advisors, LLC
CIK 2053294
13F filing for Q2 2026・No. 2,739
- Holdings
- US$909.31M
- Quarter change
- +US$55.72M
- Entries
- 61
- Net bought (estimate)
- −US$47.75M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 1
- Cut 27
- Added 20
- Corporate actions 0
- Unchanged 10
Largest holdings
61 stocks worth US$909.31M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 330,048 | US$247.17M | 27.18% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Cut | 2,147,451 | US$146.05M | 16.06% |
| ISHARES TRCORE MSCI EAFE | Cut | 1,125,655 | US$108.72M | 11.96% |
| ISHARES TRCORE US AGGBD ET | Added | 834,770 | US$82.63M | 9.09% |
| QQQInvesco QQQUNIT SER 1 | Added | 89,721 | US$66.07M | 7.27% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 603,991 | US$50.03M | 5.50% |
| ISHARES TRCORE DIV GRWTH | Cut | 507,127 | US$38.44M | 4.23% |
| IJHISHARES TRCORE S&P MCP ETF | Cut | 475,865 | US$36.69M | 4.04% |
| ISHARES TRCORE S&P SCP ETF | Cut | 202,481 | US$30.03M | 3.30% |
| IEFISHARES TR7-10 YR TRSY BD | Added | 249,869 | US$23.63M | 2.60% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.