You're signed outSign in or to get full access.
Wealth Watch Advisors, Inc.
Wealth Watch Advisors, Inc is an SEC-registered investment advisory firm headquartered in Denver, Colorado. Founded to support independent financial advisors, the firm offers a wide range of financial solutions and investment options, with a particular emphasis on diversified portfolio management through partnerships with third-party investment managers. Serving advisors and their clients nationwide, Wealth Watch Advisors has a staff of approximately 54 employees and provides technology, compliance, training, and portfolio solutions.
Investment Strategy
Wealth Watch Advisors focuses on offering independent financial advisors access to diversified investment solutions, primarily through third-party managers and a selection of investment model portfolios. The firm blends model strategies across asset managers in client accounts, aiming to provide both broad diversification and customization aligned with individual client needs. Wealth Watch Advisors utilizes technology, proprietary models, and established strategic partnerships to drive performance, manage risk, and operate within a fiduciary framework.
Latest 13F Filing Activity
Wealth Watch Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 99 equity positions with a total 13F market value of $173M. The fund increased holdings in SPDR Series Trust, SPDR Series Trust, Northern LTS FD TR III among other positions. Wealth Watch Advisors, Inc. reduced exposure to Ishares TR, Intuit, Proshares TR among others.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQH | NORTHERN LTS FD TR III | 13.59% | $23.5M | 347,604 | $67.03 | $67.61 | +$3.1M |
C CWB | SPDR SERIES TRUST | 10.64% | $18.4M | 222,502 | $77.89 | $82.66 | +$1.1M |
L LGH | NORTHERN LTS FD TR III | 10.30% | $17.8M | 327,224 | $52.07 | $54.44 | +$1.9M |
H HCMT | DIREXION SHS ETF TR | 8.70% | $15.0M | 461,520 | $35.93 | $32.58 | +$1.7M |
V VOO | VANGUARD INDEX FDS | 4.67% | $8.1M | 14,220 | $540.32 | $568.03 | +$1.1M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more