WMG FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HIVE | 125K | $237.50K |
 | T | 107K | $3.12M |
 | BDN | 102K | $275.06K |
 | PCT | 79K | $410.53K |
 | INVZ | 45K | $28.37K |
 | ABR | 39K | $297.61K |
 | RF | 35K | $925.12K |
 | NVDA | 29K | $4.97M |
 | PSEC | 28K | $72.95K |
 | UPST | 26K | $659.90K |
 | AAPL | 25K | $6.32M |
 | WMT | 24K | $2.96M |
 | USAC | 22K | $600.00K |
 | BSM | 17K | $253.26K |
 | NLY | 16K | $337.87K |
 | SMCI | 16K | $353.37K |
 | AGNC | 13K | $130.62K |
 | STWD | 13K | $223.98K |
 | ABUS | 13K | $56.72K |
 | NIO | 12K | $73.56K |
HIVE Digital Technologies Ltd.
HIVE
Shares Held
125K
Value
$237.50K
AT&T Inc.
T
Shares Held
107K
Value
$3.12M
Brandywine Realty Trust
BDN
Shares Held
102K
Value
$275.06K
PureCycle Technologies, Inc.
PCT
Shares Held
79K
Value
$410.53K
Innoviz Technologies Ltd.
INVZ
Shares Held
45K
Value
$28.37K
Arbor Realty Trust
ABR
Shares Held
39K
Value
$297.61K
Regions Financial Corporation
RF
Shares Held
35K
Value
$925.12K
NVIDIA Corporation
NVDA
Shares Held
29K
Value
$4.97M
Prospect Capital Corporation
PSEC
Shares Held
28K
Value
$72.95K
Upstart Holdings, Inc.
UPST
Shares Held
26K
Value
$659.90K
Apple Inc.
AAPL
Shares Held
25K
Value
$6.32M
Walmart Inc.
WMT
Shares Held
24K
Value
$2.96M
USA Compression Partners, LP
USAC
Shares Held
22K
Value
$600.00K
Black Stone Minerals, L.P.
BSM
Shares Held
17K
Value
$253.26K
Annaly Capital Management, Inc.
NLY
Shares Held
16K
Value
$337.87K
Super Micro Computer, Inc.
SMCI
Shares Held
16K
Value
$353.37K
AGNC Investment Corp.
AGNC
Shares Held
13K
Value
$130.62K
Starwood Property Trust, Inc.
STWD
Shares Held
13K
Value
$223.98K
Arbutus Biopharma Corp
ABUS
Shares Held
13K
Value
$56.72K
NIO Inc.
NIO
Shares Held
12K
Value
$73.56K