Wealth Watch Advisors, INC

CIK 0002040515 · Q1 2026

13F Equity AUM

$238.8M

-11.5% QoQ

Positions

109

-811 QoQ

AUM Rank

#6,727

Top 54%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 42.4%Top 10: 58.4%Top 20: 74.1%

QQH10.6%

BIL9.2%

CAIE8.7%

LGH8.1%

HCMT5.8%

NDQ4.7%

VOO4.1%

SPY2.5%

BUFR2.3%

SGOL2.3%

Others (99)41.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services88.4%

Technology3.3%

Other8.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 109Median: 0.31%Avg: 0.92%

0–0.5%

74(16.0%)

0.5–1%

16(10.8%)

1–3%

12(21.9%)

3–5%

2(8.8%)

5%+

5(42.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 90Unique: 19vs 20 funds

1.2%Low

109

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.7%

JPMORGAN CHASE & CO

1.7%

BANK OF AMERICA CORP /DE/

1.7%

FMR LLC

BlackRock, Inc.

1.3%

STATE STREET CORP

1.2%

VANGUARD CAPITAL MANAGEMENT LLC

0.8%

GEODE CAPITAL MANAGEMENT, LLC

0.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased78Decreased28Exited831

New Positions

FIRST TR EXCHANGE-TR…1.8%

+215K

JEPQ0.3%

+11K

Increased

BIL9.2%

+240K(+56944%)

ZHDG1.8%

+66K(+47%)

PLTM2.3%

+47K(+19%)

HCMT5.8%

+31K(+9%)

HYBL0.7%

+30K(+90%)

SGOL2.3%

+24K(+24%)

XLU0.3%

+18K(+6669%)

XLB0.3%

+16K(+3657%)

XLE0.4%

+16K(+4671%)

QQH10.6%

+15K(+4%)

Decreased

SPAB0.4%

-281,112(-88%)

TQQQ0.5%

-15,834(-38%)

BUFR2.3%

-7,453(-4%)

YQQQ0.1%

-6,467(-33%)

FTGS0.4%

-5,490(-17%)

GRNY0.3%

-4,231(-11%)

AFLG0.3%

-3,976(-17%)

GIAX0.1%

-3,721(-27%)

EMLP0.2%

-3,399(-21%)

AIRR0.5%

-3,195(-22%)

Exited

-238,038

-64,903

-71,071

-30,803

-28,779

-29,199

-275,862

-39,170

-11,268

-4,920

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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