Andrew J Pulsfort

Wealth Advisory Team Llc

Assets Managed

$123.01M

Holdings

Last Quarter

2026 - Q2

Filed Date

3d ago

Growth Rate

8.75%(2Q avg: 7.28%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Advisory Team Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Wealth Advisory Team Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 123.01M in assets, with a quarterly growth rate of 8.75% and a 2-quarter average growth rate of 7.28%. The portfolio is managed by Andrew J Pulsfort, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ACIO Aptus Collared Investment Op Recent Activity Increased 15.93%	15.62%	$19.212M 416,378 shares@ $46.15 avg price	Increased 15.93%
DFUS Dimensional Us Eq Mkt Etf Recent Activity Increased 2.63%	10.41%	$12.794M 156,140 shares@ $81.94 avg price	Increased 2.63%
DRSK Aptus Defined Risk Etf Recent Activity Increased 3.89%	10.04%	$12.338M 429,155 shares@ $28.76 avg price	Increased 3.89%
DBEF Xtrackers Msci Eafe Hedged E Recent Activity Increased 0.13%	9.92%	$12.198M 223,278 shares@ $54.64 avg price	Increased 0.13%
UCON First Trust Tcw Unconstraine Recent Activity Increased 2.5%	6.52%	$8.009M 321,889 shares@ $24.88 avg price	Increased 2.5%
BIV Vanguard Intermediate-term B Recent Activity Increased 1.42%	5.42%	$6.66M 86,829 shares@ $76.71 avg price	Increased 1.42%
VWO Vanguard Ftse Emerging Marke Recent Activity Increased 1.37%	4.71%	$5.791M 97,012 shares@ $59.7 avg price	Increased 1.37%
UITB Victoryshares Core Intermedi Recent Activity Decreased -2.31%	4.71%	$5.783M 123,467 shares@ $46.84 avg price	Decreased -2.31%
VYM Vanguard High Dvd Yield Etf Recent Activity Decreased -27.42%	4.62%	$5.681M 35,949 shares@ $158.03 avg price	Decreased -27.42%
VONG Vanguard Russell 1000 Growth Recent Activity Increased 1.9%	4.59%	$5.636M 44,100 shares@ $127.81 avg price	Increased 1.9%

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