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WMG Financial Advisors

Latest statistics and disclosures from WMG Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUS, AVUV, AVDE, AVMV, AVDV, and represent 40.17% of WMG Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IWM, BLOK, CAIE, IBIT, SPMO, XLE, VGT, BIZD, AMLP, GLD.
Started 30 new stock positions in IBIT, MU, APP, XSD, CSCO, TIP, MTUM, AMAT, SPG, GVAL.
Reduced shares in these 10 stocks: TBIL, NIO, NVDA, AVUS, AVRE, AVDE, IBM, XLRE, , AVUV.
Sold out of its positions in BLW, TFLO, CXE, PEP, PIM, RTX, XLRE, XLU.
WMG Financial Advisors was a net buyer of stock by $8.7M.
WMG Financial Advisors has $300M in assets under management (AUM), dropping by 10.95%.
Central Index Key (CIK): 0001906711

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Portfolio Holdings for WMG Financial Advisors

WMG Financial Advisors holds 213 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	18.3	$55M		504k	108.70	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	10.0	$30M		302k	99.53	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.7	$17M	-2%	217k	78.90	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	3.2	$9.5M		138k	68.89	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.0	$9.1M		102k	89.03	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.7	$8.2M		109k	75.11	View chart
Apple (AAPL)	2.3	$7.0M	-4%	27k	254.63	View chart
NVIDIA Corporation (NVDA)	2.2	$6.5M	-8%	35k	186.58	View chart
Microsoft Corporation (MSFT)	1.6	$4.9M	+2%	9.5k	517.89	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.5	$4.4M		59k	74.37	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.3	$3.9M		54k	72.26	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.2	$3.7M	-12%	83k	44.48	View chart
At&t (T)	1.2	$3.6M		128k	28.24	View chart
Vanguard World Inf Tech Etf (VGT)	1.2	$3.6M	+40%	4.8k	746.60	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$3.4M		5.2k	666.19	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$3.4M	+29%	9.4k	355.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$3.4M	+5%	5.5k	612.39	View chart
Hormel Foods Corporation (HRL)	1.0	$3.1M		124k	24.74	View chart
Select Sector Spdr Tr Energy (XLE)	0.9	$2.8M	+94%	31k	89.34	View chart
Broadcom (AVGO)	0.9	$2.6M	-3%	7.9k	329.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$2.4M	+2%	4.0k	600.37	View chart
Wal-Mart Stores (WMT)	0.8	$2.3M		23k	103.06	View chart
Amazon (AMZN)	0.8	$2.3M	+8%	11k	219.57	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.8	$2.3M	+33%	87k	26.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.2M		6.7k	328.19	View chart
RBB Us Treas 3 Mnth (TBIL)	0.7	$2.2M	-60%	44k	50.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$2.2M	NEW	9.0k	241.96	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.7	$2.2M	+55%	46k	46.93	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.7	$2.2M	-2%	37k	57.52	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.7	$2.0M	NEW	30k	67.04	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.7	$2.0M	NEW	73k	27.47	View chart
Series Portfolios Tr Eldridge Aaa Clo (CLOX)	0.7	$2.0M	+32%	78k	25.57	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$2.0M	+266%	16k	121.06	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$1.8M		36k	49.46	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$1.6M	-6%	5.7k	279.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.6M	-3%	3.2k	502.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.6M	+5%	6.5k	243.10	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.5	$1.6M		37k	42.08	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.5	$1.6M	-4%	14k	112.35	View chart
First Tr Exchange-traded SHS (QTEC)	0.5	$1.5M	-5%	6.5k	229.61	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.5	$1.5M	NEW	23k	65.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.5M		20k	73.46	View chart
Regions Financial Corporation (RF)	0.5	$1.5M		55k	26.37	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.5	$1.4M		20k	69.58	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.5	$1.4M	-10%	17k	83.41	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.5	$1.4M	-5%	18k	78.06	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.4	$1.2M	+192%	80k	14.94	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.4	$1.2M	-7%	10k	111.83	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.4	$1.1M	+10%	23k	49.31	View chart
Prudential Financial (PRU)	0.3	$1.0M		9.9k	103.74	View chart
Exxon Mobil Corporation (XOM)	0.3	$969k	+4%	8.6k	112.75	View chart
JPMorgan Chase & Co. (JPM)	0.3	$936k		3.0k	315.43	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$892k	-9%	8.9k	99.95	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.3	$857k		5.1k	167.99	View chart
Meta Platforms Cl A (META)	0.3	$828k	+4%	1.1k	734.38	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.3	$810k		7.3k	111.49	View chart
Upstart Hldgs (UPST)	0.3	$806k	-14%	16k	50.80	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$804k	-2%	22k	36.35	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.3	$802k		18k	45.45	View chart
Oracle Corporation (ORCL)	0.3	$785k	-6%	2.8k	281.23	View chart
American Express Company (AXP)	0.3	$772k		2.3k	332.15	View chart
Overstock (BBBY)	0.3	$761k	+45%	78k	9.79	View chart
Verizon Communications (VZ)	0.2	$748k		17k	43.95	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$735k	+54%	17k	42.37	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$719k	+10%	28k	25.85	View chart
Home Depot (HD)	0.2	$710k	-12%	1.8k	405.19	View chart
Southern Company (SO)	0.2	$695k		7.3k	94.77	View chart
Eli Lilly & Co. (LLY)	0.2	$677k		887.00	763.00	View chart
Brandywine Rlty Tr Sh Ben Int New (BDN)	0.2	$674k	+92%	162k	4.17	View chart
Arbor Realty Trust (ABR)	0.2	$673k	-4%	55k	12.21	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.2	$652k	-3%	4.1k	160.66	View chart
Ishares Tr Europe Etf (IEV)	0.2	$633k	-5%	9.7k	65.48	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$632k	-8%	6.8k	93.37	View chart
Costco Wholesale Corporation (COST)	0.2	$617k	+3%	667.00	925.63	View chart
Purecycle Technologies (PCT)	0.2	$610k	+19%	46k	13.15	View chart
Palantir Technologies Cl A (PLTR)	0.2	$607k	-12%	3.3k	182.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$579k		4.9k	118.83	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$571k	-7%	13k	44.42	View chart
Tesla Motors (TSLA)	0.2	$565k	-15%	1.3k	444.72	View chart
Usa Compression Partners Comunit Ltdpar (USAC)	0.2	$561k		23k	24.00	View chart
UnitedHealth (UNH)	0.2	$559k	+4%	1.6k	345.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$558k	-33%	18k	31.91	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$551k	+35%	1.1k	490.38	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$546k	NEW	10k	53.87	View chart
Boeing Company (BA)	0.2	$542k	+6%	2.5k	215.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$529k	-5%	2.2k	242.60	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$525k		9.2k	57.37	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$514k	-5%	20k	25.90	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$507k	-6%	11k	45.76	View chart
Servicenow (NOW)	0.2	$500k	+16%	543.00	920.28	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.2	$496k	+43%	3.5k	142.88	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$495k	-11%	17k	29.11	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$488k	-6%	2.7k	179.29	View chart
Caterpillar (CAT)	0.2	$477k	+4%	1.0k	477.15	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.2	$474k	-3%	4.8k	98.94	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$471k	+4%	1.7k	281.86	View chart
Procter & Gamble Company (PG)	0.2	$464k	+2%	3.0k	153.65	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.2	$456k	-4%	23k	20.28	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$452k	-2%	9.1k	49.45	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$446k		5.5k	81.19	View chart
Visa Com Cl A (V)	0.1	$434k		1.3k	341.38	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.1	$421k	-5%	12k	33.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$415k	+37%	2.2k	189.70	View chart
Altria (MO)	0.1	$412k	+7%	6.2k	66.06	View chart
Emerson Electric (EMR)	0.1	$411k		3.1k	131.19	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$403k	+24%	7.2k	55.83	View chart
Abbvie (ABBV)	0.1	$393k	-2%	1.7k	231.54	View chart
Annaly Capital Management In Com New (NLY)	0.1	$384k		19k	20.21	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$380k	-30%	8.7k	43.41	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	0.1	$380k	+25%	2.2k	172.77	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$379k	-2%	6.5k	58.21	View chart
Johnson & Johnson (JNJ)	0.1	$378k	-2%	2.0k	185.42	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$365k	-13%	4.1k	89.37	View chart
Kla Corp Com New (KLAC)	0.1	$365k		338.00	1078.60	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$363k		1.2k	293.88	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$363k		2.4k	148.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$362k		8.3k	43.63	View chart
International Business Machines (IBM)	0.1	$361k	-55%	1.3k	282.16	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$357k	-14%	4.5k	80.17	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$349k	NEW	1.8k	199.47	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$348k	+31%	2.2k	155.45	View chart
Invesco Exchange Traded Fd T Building & Const (PKB)	0.1	$346k		3.6k	95.60	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$346k		8.2k	41.90	View chart
First Tr Exchange-traded Ut Com Shs Etf (QABA)	0.1	$345k		6.1k	56.15	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.1	$344k		4.6k	74.82	View chart
Ishares Tr Blockchain & Tec (IBLC)	0.1	$337k		6.1k	55.39	View chart
Philip Morris International (PM)	0.1	$336k	+3%	2.1k	162.20	View chart
Starwood Property Trust (STWD)	0.1	$332k		17k	19.37	View chart
Bank of America Corporation (BAC)	0.1	$330k		6.4k	51.59	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$330k		819.00	402.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$329k		5.5k	59.92	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$329k		5.3k	61.92	View chart
Merck & Co (MRK)	0.1	$324k	+2%	3.9k	83.93	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$321k		1.1k	293.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$320k		1.2k	258.67	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.1	$313k	NEW	11k	28.56	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$311k	-6%	3.4k	91.61	View chart
Abrdn Palladium Etf Trust Physical Palladm (PALL)	0.1	$311k	NEW	2.7k	114.17	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.1	$310k		4.4k	70.32	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$310k		4.6k	67.44	View chart
First Tr Exchange Traded Nasdq Phrmtcls (FTXH)	0.1	$306k		11k	28.52	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$302k	-7%	3.2k	95.15	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.1	$302k	NEW	9.5k	31.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$299k		2.1k	140.95	View chart
Applovin Corp Com Cl A (APP)	0.1	$296k	NEW	412.00	718.54	View chart
Palo Alto Networks (PANW)	0.1	$296k	+19%	1.5k	203.62	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$295k	NEW	1.2k	256.45	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.1	$292k	NEW	10k	29.23	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$290k		5.3k	55.21	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$286k	+3%	3.8k	76.01	View chart
Nio Spon Ads (NIO)	0.1	$282k	-92%	37k	7.62	View chart
Super Micro Computer Com New (SMCI)	0.1	$281k	-14%	5.9k	47.94	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$281k		4.7k	59.39	View chart
Vanguard World Industrial Etf (VIS)	0.1	$280k		945.00	296.29	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$270k	NEW	2.6k	104.91	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$266k	-6%	5.3k	49.79	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$265k	-10%	6.1k	43.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$263k		5.6k	46.70	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$262k	+4%	11k	24.40	View chart
Procure Etf Trust Ii Space Etf (UFO)	0.1	$260k	NEW	7.3k	35.67	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNJ)	0.1	$258k		9.7k	26.65	View chart
Goldman Sachs (GS)	0.1	$257k		323.00	796.35	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$255k	-44%	5.0k	51.04	View chart
First Tr Exchange Traded Materials Alph (FXZ)	0.1	$253k		4.1k	61.59	View chart
salesforce (CRM)	0.1	$252k	-6%	1.1k	237.00	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$251k	-2%	2.3k	111.48	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$248k	+18%	4.8k	52.06	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$248k		1.2k	213.73	View chart
Williams Companies (WMB)	0.1	$246k	+19%	3.9k	63.35	View chart
McDonald's Corporation (MCD)	0.1	$245k	+6%	807.00	303.89	View chart
Norfolk Southern (NSC)	0.1	$245k		814.00	300.40	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$244k	-14%	4.8k	50.63	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$240k	NEW	3.3k	72.11	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$239k		6.2k	38.57	View chart
Calamos Etf Tr Nasdaq Equity (CANQ)	0.1	$238k	NEW	7.9k	30.14	View chart
Metropcs Communications (TMUS)	0.1	$238k	-6%	992.00	239.38	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$237k		1.2k	195.86	View chart
Vanguard World Energy Etf (VDE)	0.1	$235k	-15%	1.9k	125.86	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$234k	-37%	3.3k	70.85	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$230k	-4%	772.00	297.62	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$227k	-19%	4.9k	46.24	View chart
Micron Technology (MU)	0.1	$226k	NEW	1.4k	167.33	View chart
Spdr Series Trust Aerospace Def (XAR)	0.1	$224k		954.00	234.96	View chart
Pinnacle Financial Partners (PNFP)	0.1	$223k		2.4k	93.79	View chart
Guggenheim Bld Amr Bds Mng D (GBAB)	0.1	$222k		14k	15.58	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$221k	-58%	2.1k	103.39	View chart
Sherwin-Williams Company (SHW)	0.1	$217k		627.00	346.33	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.1	$217k	-8%	3.5k	62.66	View chart
Simon Property (SPG)	0.1	$217k	NEW	1.2k	187.67	View chart
Chevron Corporation (CVX)	0.1	$217k	NEW	1.4k	155.29	View chart
Spdr Series Trust S&p Semicndctr (XSD)	0.1	$216k	NEW	677.00	319.12	View chart
Intuitive Surgical Com New (ISRG)	0.1	$216k	+18%	483.00	447.23	View chart
Eaton Corp SHS (ETN)	0.1	$215k	NEW	575.00	374.24	View chart
Thermo Fisher Scientific (TMO)	0.1	$213k	NEW	440.00	485.00	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$213k		1.2k	174.57	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$210k	NEW	1.3k	164.54	View chart
Spdr Series Trust S&p Cap Mkts (KCE)	0.1	$208k	NEW	1.4k	152.85	View chart
Black Stone Minerals Com Unit (BSM)	0.1	$207k		16k	13.14	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$204k	-18%	11k	19.21	View chart
Cisco Systems (CSCO)	0.1	$203k	NEW	3.0k	68.42	View chart
Coca-Cola Company (KO)	0.1	$202k	-4%	3.0k	66.32	View chart
Applied Materials (AMAT)	0.1	$202k	NEW	987.00	204.74	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$202k	NEW	966.00	208.71	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$200k	NEW	1.8k	111.22	View chart
Seanergy Maritime Hldgs Corp SHS (SHIP)	0.0	$143k		17k	8.26	View chart
Blackrock Income Tr Com New (BKT)	0.0	$130k	-11%	12k	11.24	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$121k	+3%	12k	9.79	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.0	$108k	-2%	11k	10.12	View chart
Prospect Capital Corporation (PSEC)	0.0	$77k		28k	2.75	View chart
Innoviz Technologies SHS (INVZ)	0.0	$74k	+71%	36k	2.04	View chart
Arbutus Biopharma (ABUS)	0.0	$57k		13k	4.54	View chart
Hive Digital Technologies Lt Com New (HIVE)	0.0	$40k	NEW	10k	4.03	View chart
Blackrock Income Tr Right 10/20/2025	0.0	$0	NEW	12k	0.00	View chart

Past Filings by WMG Financial Advisors

SEC 13F filings are viewable for WMG Financial Advisors going back to 2021

WMG Financial Advisors 2025 Q3 filed Oct. 23, 2025
WMG Financial Advisors 2025 Q2 filed July 24, 2025
WMG Financial Advisors 2025 Q1 filed May 6, 2025
WMG Financial Advisors 2024 Q4 filed Feb. 6, 2025
WMG Financial Advisors 2024 Q3 filed Oct. 31, 2024
WMG Financial Advisors 2024 Q2 filed July 30, 2024
WMG Financial Advisors 2024 Q1 filed May 7, 2024
WMG Financial Advisors 2023 Q4 filed Feb. 8, 2024
WMG Financial Advisors 2023 Q3 filed Nov. 14, 2023
WMG Financial Advisors 2023 Q2 filed Aug. 3, 2023
WMG Financial Advisors 2023 Q1 filed April 18, 2023
WMG Financial Advisors 2022 Q4 filed Feb. 10, 2023
WMG Financial Advisors 2022 Q3 filed Oct. 18, 2022
WMG Financial Advisors 2022 Q2 filed Aug. 8, 2022
WMG Financial Advisors 2022 Q1 restated filed Aug. 4, 2022
WMG Financial Advisors 2022 Q1 filed April 18, 2022

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