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1WAL
15 Wealth Advisors LLC Portfolio holdings
AUM
$399M
This Fund
S&P 500
This Quarter
Est. Return
+0.72%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$399M
AUM Growth
–
Cap. Flow
+$399M
Cap. Flow
% of AUM
99.86%
Top 10 Holdings %
Top 10 Hldgs %
57.32%
Holding
108
New
108
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$54.4M |
| 2 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$45.4M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$28.5M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$18.7M |
| 5 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$16.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 86.15% |
| 2 | Technology | 6.14% |
| 3 | Healthcare | 3.19% |
| 4 | Consumer Discretionary | 1.83% |
| 5 | Communication Services | 1.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Microsoft
MSFT
$3.96T
| $3.49M | 0.87% |
+6,795
| New | +$3.14M |
2026 Q3
0 quarters
|
|
27
Tesla
TSLA
$1.45T
| $3.36M | 0.84% |
+9,464
| New | +$3.39M |
2026 Q3
0 quarters
|
|
28
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$56.7B
| $3.18M | 0.8% |
+25,856
| New | +$3.1M |
2026 Q3
0 quarters
|
|
29
iShares Core MSCI EAFE ETF
IEFA
$189B
| $3.14M | 0.79% |
+32,388
| New | +$3.2M |
2026 Q3
0 quarters
|
|
30
Vanguard Information Technology ETF
VGT
$151B
| $3.13M | 0.78% |
+24,911
| New | +$2.96M |
2026 Q3
0 quarters
|
|
31
Alphabet (Google) Class C
GOOG
$4.2T
| $3.06M | 0.77% |
+8,975
| New | +$3.09M |
2026 Q3
0 quarters
|
|
32
Amazon
AMZN
$2.74T
| $2.97M | 0.74% |
+11,902
| New | +$3.02M |
2026 Q3
0 quarters
|
|
33
iShares Gold Trust
IAU
$60.8B
| $2.89M | 0.73% |
+37,052
| New | +$2.97M |
2026 Q3
0 quarters
|
|
34
Edwards Lifesciences
EW
$49.8B
| $2.74M | 0.69% |
+31,770
| New | +$2.82M |
2026 Q3
0 quarters
|
|
35
Invesco QQQ Trust
QQQ
$488B
| $2.64M | 0.66% |
+3,565
| New | +$2.55M |
2026 Q3
0 quarters
|
|
36
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $2.38M | 0.6% |
+30,409
| New | +$2.47M |
2026 Q3
0 quarters
|
|
37
Abbott
ABT
$178B
| $1.91M | 0.48% |
+19,357
| New | +$2.02M |
2026 Q3
0 quarters
|
|
38
iShares Bitcoin Trust
IBIT
$65.7B
| $1.66M | 0.41% |
+34,973
| New | +$1.41M |
2026 Q3
0 quarters
|
|
39
Grayscale Bitcoin Trust
GBTC
$12.2B
| $1.45M | 0.36% |
+22,458
| New | +$1.24M |
2026 Q3
0 quarters
|
|
40
iShares Core S&P Total US Stock Market ETF
ITOT
$96.7B
| $1.38M | 0.35% |
+8,307
| New | +$1.38M |
2026 Q3
0 quarters
|
|
41
iShares Russell 1000 ETF
IWB
$49B
| $1.19M | 0.3% |
+2,861
| New | +$1.19M |
2026 Q3
0 quarters
|
|
42
Cardinal Health
CAH
$57.4B
| $1.15M | 0.29% |
+5,175
| New | +$1.2M |
2026 Q3
0 quarters
|
|
43
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$276M
| $1.06M | 0.26% |
+7,597
| New | +$1.12M |
2026 Q3
0 quarters
|
|
44
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$9.05B
| $968K | 0.24% |
+22,908
| New | +$965K |
2026 Q3
0 quarters
|
|
45
Walmart Inc
WMT
$922B
| $968K | 0.24% |
+9,310
| New | +$1.02M |
2026 Q3
0 quarters
|
|
46
Vanguard S&P 500 ETF
VOO
$1.04T
| $965K | 0.24% |
+1,377
| New | +$962K |
2026 Q3
0 quarters
|
|
47
Baxter International
BAX
$12.8B
| $898K | 0.23% |
+37,411
| New | +$919K |
2026 Q3
0 quarters
|
|
48
Alphabet (Google) Class A
GOOGL
$4.25T
| $877K | 0.22% |
+2,549
| New | +$885K |
2026 Q3
0 quarters
|
|
49
iShares MSCI USA Quality Factor ETF
QUAL
$48.7B
| $877K | 0.22% |
+3,941
| New | +$872K |
2026 Q3
0 quarters
|
|
50
iShares Russell Mid-Cap Growth ETF
IWP
$19.2B
| $875K | 0.22% |
+6,352
| New | +$892K |
2026 Q3
0 quarters
|
|
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15 Wealth Advisors LLC's Q3 2026 Portfolio in Review
Q3 2026 is the first quarter with a 13F filing on record for 15 Wealth Advisors LLC, which disclosed 108 positions worth $399M. Its ten largest holdings account for 57% of the portfolio.
Its largest position is iShares Russell 1000 Growth ETF: 444,602 shares worth $55.7M.
By sector, the portfolio is most concentrated in Miscellaneous at 86% of assets, followed by Technology and Healthcare.
- 15 Wealth Advisors LLC's largest Q3 2026 buy was iShares Russell 1000 Growth ETF: 444,602 shares worth $55.7M.
- 15 Wealth Advisors LLC's ten largest holdings make up 57% of its $399M portfolio in Q3 2026.
- 15 Wealth Advisors LLC disclosed 108 positions in Q3 2026, its first 13F filing on record.
Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.