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 101–113 of 113
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ABUS | ARBUTUS BIOPHARMA CORP | 13K | $50K–$100K | SH |
| XOM | EXXON MOBIL CORP | 502 | $50K–$100K | SH |
| V | VISA INC | 171 | $50K–$100K | SH |
| ABBV | ABBVIE INC | 186 | $15K–$50K | SH |
| VXUS | VANGUARD STAR FDS | 383 | $15K–$50K | SH |
| MCD | MCDONALDS CORP | 84 | $15K–$50K | SH |
| SO | SOUTHERN CO | 291 | $15K–$50K | SH |
| AAPL | APPLE INC | 74 | $15K–$50K | SH |
| MO | ALTRIA GROUP INC | 264 | $15K–$50K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 73 | $1K–$15K | SH |
| PRU | PRUDENTIAL FINL INC | 73 | $1K–$15K | SH |
| LITE | LUMENTUM HLDGS INC | 1 | <$1K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 6 | <$1K | SH |