CIK 1906711
WMG Financial Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
113
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 113
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 502K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 299K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 215K | $1M+ | SH |
| AVMV | AMERICAN CENTY ETF TR | 138K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 102K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 109K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 53K | $1M+ | SH |
| CLOZ | SERIES PORTFOLIOS TR | 140K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 5K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 47K | $1M+ | SH |
| AVRE | AMERICAN CENTY ETF TR | 79K | $1M+ | SH |
| HECA | ETF OPPORTUNITIES TRUST | 124K | $1M+ | SH |
| GLD | SPDR GOLD TR | 7K | $1M+ | SH |
| T | AT&T INC | 110K | $1M+ | SH |
| BLOK | AMPLIFY ETF TR | 47K | $1M+ | SH |
| CLOX | SERIES PORTFOLIOS TR | 104K | $1M+ | SH |
| WMT | WALMART INC | 21K | $1M+ | SH |
| IWM | ISHARES TR | 9K | $1M+ | SH |
| AMLP | ALPS ETF TR | 47K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 41K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 16K | $1M+ | SH |
| AMZN | AMAZON COM INC | 7K | $1M+ | SH |
| AVIG | AMERICAN CENTY ETF TR | 37K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 30K | $1M+ | SH |
| AVGE | AMERICAN CENTY ETF TR | 16K | $1M+ | SH |
| AVMC | AMERICAN CENTY ETF TR | 19K | $1M+ | SH |
| BIZD | VANECK ETF TRUST | 95K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 48K | $1M+ | SH |
| EIS | ISHARES INC | 12K | $1M+ | SH |
| PPLT | ABRDN PLATINUM ETF TRUST | 6K | $1M+ | SH |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | 28K | $1M+ | SH |
| TBIL | RBB FD INC | 20K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 21K | $500K+ | SH |
| UPST | UPSTART HLDGS INC | 17K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| XHB | SPDR SERIES TRUST | 7K | $500K+ | SH |
| PCT | PURECYCLE TECHNOLOGIES INC | 73K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 1K | $500K+ | SH |
| WTAI | WISDOMTREE TR | 19K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 8K | $500K+ | SH |
| AVES | AMERICAN CENTY ETF TR | 9K | $500K+ | SH |
| LLY | ELI LILLY & CO | 495 | $500K+ | SH |
| META | META PLATFORMS INC | 800 | $500K+ | SH |
| USAC | USA COMPRESSION PARTNERS LP | 22K | $500K+ | SH |
| BBBY | BED BATH & BEYOND INC | 93K | $500K+ | SH |