Wealth Advisory Team LLC has filed its latest 13F-HR report, revealing a total value of $121.9 million in holdings as of September 30, 2026. This filing is crucial as it provides insights into the firm’s investment strategies and portfolio adjustments.

Wealth Advisory Team LLC, based in Bellevue, Kentucky, is an investment advisory firm. The company was established under the Central Index Key (CIK) number 0002039196. It is categorized as an 'other' entity type and has been active in filing various reports with the SEC, including recent filings on August 31, 2026, and July 23, 2026.

The recent filing indicates that the firm holds a total of 39 different positions, with a significant focus on exchange-traded funds (ETFs). The report shows that the firm has made strategic investments in various sectors, including technology and consumer goods. Notably, the report states, "The total value of the holdings is $121,948,197," reflecting a diverse portfolio aimed at maximizing returns.

This filing may impact various stakeholders, including investors, analysts, and competitors in the investment advisory industry. By showcasing its holdings, Wealth Advisory Team LLC provides a glimpse into its investment philosophy and market outlook. Competitors may analyze this data to adjust their strategies or benchmark their performance against Wealth Advisory Team LLC.

What's next for Wealth Advisory Team LLC is not specified in the filing. However, the firm is expected to continue monitoring its investments and may file additional reports as required by SEC regulations.