Wealth Advisory Team LLC reported 8 positions worth $2.97M for the quarter ended Jun 30, 2026. Its largest holding is PROCTER & GAMBLE Co at 26.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PG PROCTER & GAMBLE Co | Consumer Staples | 5,450 | $799.19K | 26.87% | – | – | – | 0% |
| 2 | SO Southern Co | Utilities | 4,639 | $443.97K | 14.93% | – | – | – | 0% |
| 3 | MSFT Microsoft Corp | Technology | 1,059 | $394.98K | 13.28% | – | – | – | 0% |
| 4 | AAPL Apple Inc. | Technology | 1,136 | $328.74K | 11.05% | – | – | – | 0% |
| 5 | JNJ Johnson & Johnson | Healthcare | 1,280 | $325.17K | 10.93% | – | – | – | 0% |
| 6 | GE General Electric Co | Industrials | 678 | $253.30K | 8.52% | – | – | – | 0% |
| 7 | MCD Mcdonalds Corp | Consumer Discretionary | 842 | $227.70K | 7.66% | – | – | – | 0% |
| 8 | NEE Nextera Energy Inc | Utilities | 2,290 | $201.03K | 6.76% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Wealth Advisory Team.
As of its Q2 2026 13F filing, Wealth Advisory Team LLC’s five largest positions were PROCTER & GAMBLE Co (PG) at 26.9%, Southern Co (SO) at 14.9%, Microsoft Corp (MSFT) at 13.3%, Apple Inc. (AAPL) at 11.1%, Johnson & Johnson (JNJ) at 10.9% of the reported portfolio.
Wealth Advisory Team LLC reported a 13F portfolio worth $2.97M across 8 positions for Q2 2026.
From the Form 13F-HR reports Wealth Advisory Team 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.
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.