15 Wealth Advisors LLC 13F Portfolio

CIK 2148692 Filing since Q3 2026 Q3 2026 filed Oct 14, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 14, 2026.

Portfolio Snapshot

45 positions · Q3 2026

15 Wealth Advisors LLC reported 45 positions worth $61.52M for the quarter ended Sep 30, 2026. Its largest holding is Apple Inc. at 17.8% of the portfolio.

Portfolio Value
$61.52M
— QoQ · — YoY
Positions
45
first quarter on file
Top 10 Concentration
68.8%
of portfolio value
Largest Position
AAPL 17.8%
Apple Inc.
Net Buying
–
no prior quarter to compare
Turnover
–
of the portfolio traded
Top Sector
Technology
48.2% of value
Track Record
1
quarters on file since Q3 2026

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

9 sectors
48.17%
Technology
Technology48.17%
Healthcare20.68%
Consumer Discretionary11.9%
Other7.77%
Financial Services5.27%
Consumer Staples2.59%
Industrials2.06%
Energy1.12%
Utilities0.452%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyHealthcareConsumer DiscretionaryOtherFinancial ServicesConsumer StaplesIndustrialsEnergyUtilities
Holdings · Q3 2026

45 Positions

As ofSep 30, 2026
Value$61.52M
Top 1068.8%
Avg position$1.37M
# Activity
30 more holdings Create a free account to keep reading this institution’s full portfolio.
Showing 1–15 of 45 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at 15 Wealth Advisors.

About 15 Wealth Advisors LLC’s 13F Portfolio

What are 15 Wealth Advisors LLC’s largest holdings?

As of its Q3 2026 13F filing, 15 Wealth Advisors LLC’s five largest positions were Apple Inc. (AAPL) at 17.8%, Nvidia Corp (NVDA) at 10.8%, AbbVie Inc. (ABBV) at 7.1%, Microsoft Corp (MSFT) at 5.7%, Tesla, Inc. (TSLA) at 5.5% of the reported portfolio.

How much is 15 Wealth Advisors LLC’s portfolio worth?

15 Wealth Advisors LLC reported a 13F portfolio worth $61.52M across 45 positions for Q3 2026.

Where does this data come from?

From the Form 13F-HR reports 15 Wealth Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.