WMG Financial Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Elizabeth C. DeWan, the Chief Compliance Officer for the firm based in Knoxville, Tennessee, details the firm's investment positions for the specified period.
The report indicates that WMG Financial Advisors holds a total of 187 equity securities in its portfolio. The filing provides a comprehensive list of the individual stocks, exchange-traded funds, and other equity instruments held by the firm.
The portfolio is diversified across various sectors and asset classes, including large-cap technology stocks, healthcare companies, energy partnerships, and a significant allocation to exchange-traded funds (ETFs). Notable individual stock holdings include positions in NVIDIA Corporation, Microsoft Corporation, Apple Inc., and Alphabet Inc.. The firm also holds substantial stakes in ETFs such as the Vanguard Total Stock Market ETF and the American Century ETF Trust US Equity ETF.
The filing serves as a public record of the firm's equity portfolio composition as of the report date.
