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Institutional portfolios / 13F

15 Wealth Advisors LLC

A closer look at the portfolio, one quarter at a time.

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Portfolio snapshot

Q3 2026

Reported portfolio value
$399,130,224
As of September 30, 2026
Positions
108
Across disclosed securities
Top 5 weight
41.0%
Share of reported value

View SEC filing · Published 2026-10-14 13:11 UTC

Inside the portfolio

Reported holdings

By portfolio value ↓

Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.

SecurityShares / principalReported valueWeightAdjusted quarterly change
ISHARES TR3 7 YR TREAS BD
Holding details

Reported CUSIP: 464288661

Issuer filings on SEC

Reported row 55 · 0002085853-26-001185

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,076 SH $235,445 0.06%0.06% —Comparison unavailable
ISHARES SILVER TRISHARES
Holding details

Reported CUSIP: 46428Q109

Issuer filings on SEC

Reported row 43 · 0002085853-26-001185

Quarterly change unavailable. Security identity or split coverage is incomplete.

 4,202 SH $229,051 0.06%0.06% —Comparison unavailable
PEPSICO INCCOM
Holding details

Reported CUSIP: 713448108

Issuer filings on SEC

Reported row 77 · 0002085853-26-001185

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,752 SH $222,063 0.06%0.06% —Comparison unavailable
CISCO SYS INCCOM · CSCO
Holding details

Reported CUSIP: 17275R102

Issuer filings on SEC

Reported row 22 · 0002085853-26-001185

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,954 SH $210,309 0.05%0.05% —Comparison unavailable
ORACLE CORPCOM
Holding details

Reported CUSIP: 68389X105

Issuer filings on SEC

Reported row 75 · 0002085853-26-001185

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,509 SH $207,232 0.05%0.05% —Comparison unavailable
STRATEGY INCCL A NEW · MSTR
Holding details

Reported CUSIP: 594972408

Issuer filings on SEC

Reported row 96 · 0002085853-26-001185

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,338 SH $204,834 0.05%0.05% —Comparison unavailable
CATERPILLAR INCCOM · CAT
Holding details

Reported CUSIP: 149123101

Issuer filings on SEC

Reported row 20 · 0002085853-26-001185

Quarterly change unavailable. Security identity or split coverage is incomplete.

 250 SH $203,112 0.05%0.05% —Comparison unavailable
NUVEEN PFD & INCOME OPPORTUNCOM
Holding details

Reported CUSIP: 67073B106

Issuer filings on SEC

Reported row 73 · 0002085853-26-001185

Quarterly change unavailable. Security identity or split coverage is incomplete.

 20,222 SH $137,914 0.03%0.03% —Comparison unavailable