WMG Financial Advisors, LLC
All 13F Filings
- Location
- Knoxville, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 265,379
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 105 | 265,379 | 13F-HR | WMG Financial Advisors, LLC |
| Q1 2026 | 4/23/2026 | 100 | 239,728 | 13F-HR | WMG Financial Advisors, LLC |
| Q4 2025 | 1/28/2026 | 113 | 242,755 | 13F-HR | WMG Financial Advisors, LLC |
| Q3 2025 | 10/23/2025 | 213 | 299,754 | 13F-HR | WMG Financial Advisors, LLC |
| Q2 2025 | 7/24/2025 | 191 | 270,181 | 13F-HR | WMG Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 51.02 K | 19.2% | 2.561 K | 0 | 2.561 K |
| ETFs | 214.1 K | 80.7% | 23.06 K | 0 | 23.06 K |
| Debt | 236 | 0.1% | 26 | 0 | 26 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
265,379
Holdings
105
QoQ value change ($000)
25,651
(10.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.