WMG Financial Advisors, LLC — 13F holdings

WMG Financial Advisors, LLC reported 187 holdings worth $265M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

  1. AVUS AMERICAN CENTY ETF TR — $64.9M (24.4%)
  2. AVUV AMERICAN CENTY ETF TR — $36.0M (13.6%)
  3. AVDE AMERICAN CENTY ETF TR — $17.9M (6.7%)
  4. HECA ETF OPPORTUNITIES TRUST — $12.7M (4.8%)
  5. AVMV AMERICAN CENTY ETF TR — $11.0M (4.1%)
  6. AVDV AMERICAN CENTY ETF TR — $10.0M (3.8%)
  7. AVEM AMERICAN CENTY ETF TR — $9.94M (3.7%)
  8. VGT VANGUARD WORLD FD — $7.54M (2.8%)
  9. SPMO INVESCO EXCH TRADED FD TR II — $7.42M (2.8%)
  10. AAPL APPLE INC — $6.81M (2.6%)