What does WealthTrust Asset Management, LLC hold?

WealthTrust Asset Management, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include CHRW, QQQ. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1867894.

What is WealthTrust Asset Management, LLC's AUM?

WealthTrust Asset Management, LLC reported approximately $180.9M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $217.4M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source WealthTrust Asset Management, LLC's holdings?

All WealthTrust Asset Management, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1867894. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is WealthTrust Asset Management, LLC's 13F data updated on 13F Pro?

WealthTrust Asset Management, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

WealthTrust Asset Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1867894

Institutional-grade research for retail investors

Sector Allocation

Other56.3%$101.9M
Technology16.3%$29.6M
Financials8.3%$15.0M
Industrials7.4%$13.3M
Healthcare4.1%$7.5M
Energy2.4%$4.3M
Consumer Discretionary2.1%$3.8M
Communication Services1.1%$2.1M
Consumer Staples0.8%$1.4M
Utilities0.5%$969,699

AUM History

13fpro.ai/research/fund/wealthtrust-asset-management-llc-1867894

Conviction and streaks

Stable · top 10 = 56.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold27.4% weight · held 11 quarters

$QQQConviction hold4.6% weight · held 11 quarters

$Conviction hold3.6% weight · held 11 quarters

$Conviction hold2.9% weight · held 10 quarters

$NVDAConviction hold2.6% weight · held 11 quarters

$Accumulating+38% shares · 5 quarters running

$DUKAccumulating+16% shares · 4 quarters running

$QQQAccumulating+122% shares · 3 quarters running

$Accumulating+1598% shares · 3 quarters running

$CVXAccumulating+48% shares · 3 quarters running

$EMETrimming-13% shares · 6 quarters running

$RTXTrimming-16% shares · 6 quarters running

$VRTTrimming-74% shares · 6 quarters running

$TSMTrimming-16% shares · 5 quarters running

$BACTrimming-20% shares · 5 quarters running

Largest positions — Q3 2026

ETF
$49.5M
CHRW
$9.5M
QQQ
$8.4M
SPDR
$6.6M
ISHARES
$5.3M
NVDA
$4.8M
AAPL
$4.6M
ISHARES
$4.6M
USB
$4.3M
MSFT
$3.8M
VANGUARD
$3.7M
ISHARES
$3.6M
VANGUARD
$3.1M
META
$3.0M
AMZN
$2.8M
TSM
$2.8M
LLY
$2.4M
GOOGL
$2.0M
BNY
$1.8M
GLD
$1.8M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/wealthtrust-asset-management-llc-1867894

WealthTrust Asset Management, LLC 13F holdings — Q3 2026

$180.9M portfolio (-2.0% QoQ) · 106 holdings · Q3 2026 13F · top 10 are 56% of the stock portfolio

1
ETF OPPORTUNITIES TRUST - WEALTHTRUST DBS
$49.5M
27.4% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
2
C. H. ROBINSON WORLDWIDE, INC.
$CHRW
$9.5M
5.2% of stocks
-2%This quarter-1.5%Since filed3 qtrsHeld
AIQuality52.6#1,459Est. buyEstimated buy price is Pro: unlock with a free trial
3
INVESCO QQQ TRUST, SERIES 1
$QQQ
$8.4M
4.6% of stocks
+63%This quarter+1.1%Since filed11+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
4
SPDR SERIES TRUST - ST STR BLO 1 ETF
$6.6M
3.6% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
5
ISHARES TR - CORE US AGGBD ET
$5.3M
2.9% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
6
NVIDIA CORP
$NVDA
$4.8M
2.6% of stocks
-0.6%This quarter+1.8%Since filed11+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trial
7
Apple Inc.
$AAPL
$4.6M
2.5% of stocks
-21%This quarter-1.2%Since filed11+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
8
ISHARES TR - FLTG RATE NT ETF
$4.6M
2.5% of stocks
+1.0%This quarter—Since filed—Held
AIQuality—Est. buy—
9
US BANCORP \DE\
$USB
$4.3M
2.4% of stocks
No changeThis quarter-0.5%Since filed11+ qtrsHeld
AIQuality66.4#409Est. buyEstimated buy price is Pro: unlock with a free trial
10
MICROSOFT CORP
$MSFT
$3.8M
2.1% of stocks
+22%This quarter+2.2%Since filed11+ qtrsHeld
AIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ETF OPPORTUNITIES TRUST - WEALTHTRUST DBS	$49.5M	27.4%	-2%	—	—	—	—
2	C. H. ROBINSON WORLDWIDE, INC.$CHRW	$9.5M	5.2%	-2%	-1.5%	3 qtrs	52.6#1,459	Estimated buy price is Pro: unlock with a free trial
3	INVESCO QQQ TRUST, SERIES 1$QQQ	$8.4M	4.6%	+63%	+1.1%	11+ qtrsAdded 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
4	SPDR SERIES TRUST - ST STR BLO 1 ETF	$6.6M	3.6%	+7%	—	—	—	—
5	ISHARES TR - CORE US AGGBD ET	$5.3M	2.9%	+4%	—	—	—	—
6	NVIDIA CORP$NVDA	$4.8M	2.6%	-0.6%	+1.8%	11+ qtrs	86.0#3	Estimated buy price is Pro: unlock with a free trial
7	Apple Inc.$AAPL	$4.6M	2.5%	-21%	-1.2%	11+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
8	ISHARES TR - FLTG RATE NT ETF	$4.6M	2.5%	+1.0%	—	—	—	—
9	US BANCORP \DE\$USB	$4.3M	2.4%	No change	-0.5%	11+ qtrs	66.4#409	Estimated buy price is Pro: unlock with a free trial
10	MICROSOFT CORP$MSFT	$3.8M	2.1%	+22%	+2.2%	11+ qtrs	AI quality score is Pro: unlock with a free trial	Estimated buy price is Pro: unlock with a free trial

All holdings — WealthTrust Asset Management, LLC (Q3 2026)

Sort

106 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund	—	$3.7M	2.0%	47K	-0.4%	—	—	13F
12	—	ISHARES TR - RUS 1000 ETFetf/fund	—	$3.6M	2.0%	8,717	-51%	—	—	13F
13	—	VANGUARD WORLD FD - MRNGSTR MEGA CAPetf/fund	—	$3.1M	1.7%	34K	+67%	—	—	13F
14	$META	Meta Platforms, Inc.	Technology	$3.0M	1.7%	4,183	-7%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
15	$AMZN	AMAZON COM INC	Consumer Discretionary	$2.8M	1.5%	11K	-2%	11+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
16	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr	Technology	$2.8M	1.5%	6,035	-6%	9 qtrs	AI quality score is Pro: unlock with a free trial	13F
17	$LLY	ELI LILLY & Co	Healthcare	$2.4M	1.3%	2,103	-2%	11+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
18	$GOOGL	Alphabet Inc.	Technology	$2.0M	1.1%	5,716	-3%	11+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
19	$BNY	Bank of New York Mellon Corp	Financials	$1.8M	1.0%	12K	-2%	8 qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
20	$GLD	SPDR GOLD TRUSTetf/fund	Financials	$1.8M	1.0%	4,650	+0.8%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	$MU	MICRON TECHNOLOGY INC	Technology	$1.7M	1.0%	1,638	-2%	2 qtrs	AI quality score is Pro: unlock with a free trial	13F
22	—	ISHARES TR - 7-10 YR TRSY BDetf/fund	—	$1.7M	0.9%	19K	+28%	—	—	13F
23	$DVN	DEVON ENERGY CORP/DE	Energy	$1.6M	0.9%	34K	-2%	2 qtrs	AI quality score is Pro: unlock with a free trial	13F
24	—	VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund	—	$1.5M	0.8%	5,263	-1%	—	—	13F
25	$MPC	Marathon Petroleum Corp	Energy	$1.5M	0.8%	3,680	-2%	2 qtrs	AI quality score is Pro: unlock with a free trial	13F
26	$EME	EMCOR Group, Inc.	Industrials	$1.4M	0.8%	1,811	-2%
27	$HCA	HCA Healthcare, Inc.	Healthcare	$1.3M	0.7%	3,099	-2%
28	$ABBV	AbbVie Inc.	Healthcare	$1.3M	0.7%	4,920	-7%
29	$AVGO	Broadcom Inc.	Technology	$1.3M	0.7%	3,568	+17%
30	—	VANGUARD INDEX FDS - MRNGSTR LRG CAP	—	$1.2M	0.6%	3,300	-1%
31	$BAC	BANK OF AMERICA CORP /DE/	Financials	$1.1M	0.6%	21K	-9%
32	$AMP	AMERIPRISE FINANCIAL INC	Financials	$1.1M	0.6%	2,167	-2%
33	$COF	CAPITAL ONE FINANCIAL CORP	Financials	$1.1M	0.6%	5,525	-2%
34	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$1.1M	0.6%	17K	New
35	$CFG	CITIZENS FINANCIAL GROUP INC/RI	Financials	$1.0M	0.6%	16K	-2%
36	$RTX	RTX Corp	Industrials	$1.0M	0.6%	5,523	-2%
37	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.0M	0.6%	2,824	-7%
38	$JPM	JPMORGAN CHASE & CO	Financials	$989K	0.6%	2,990	-6%
39	$ALL	ALLSTATE CORP	Financials	$947K	0.5%	4,270	-2%
40	$TMUS	T-Mobile US, Inc.	Communication Services	$919K	0.5%	5,635	New
41	—	CALAMOS ETF TR - AUTOC INCOM ETF	—	$894K	0.5%	34K	+0.2%
42	$LDOS	Leidos Holdings, Inc.	Technology	$890K	0.5%	7,308	-0.9%
43	$VVX	V2X, Inc.	Technology	$889K	0.5%	13K	New
44	$ITRI	ITRON, INC.	Technology	$881K	0.5%	10K	New
45	$CHDN	Churchill Downs Inc	Communication Services	$864K	0.5%	11K	New
46	$DOW	DOW INC.	Materials	$826K	0.5%	30K	-2%
47	—	ISHARES TR - PFD AND INCM SEC	—	$823K	0.5%	28K	+7%
48	—	SPDR SERIES TRUST - ST STR SP BIOT	—	$798K	0.4%	5,059	New
49	—	ISHARES TR - CORE S&P500 ETF	—	$746K	0.4%	975	+0.1%
50	$CVX	CHEVRON CORP	Energy	$746K	0.4%	3,651	+25%
51	$PEP	PEPSICO INC	Consumer Staples	$727K	0.4%	5,736	-7%
52	—	FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT	—	$711K	0.4%	15K	-2%
53	$VRT	Vertiv Holdings Co	Technology	$697K	0.4%	2,887	-52%
54	$RMD	RESMED INC	Healthcare	$687K	0.4%	3,107	-2%
55	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$648K	0.4%	3,311	+3%
56	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$615K	0.3%	7,853	-6%
57	$CCL	Carnival Corp Ltd.	Industrials	$612K	0.3%	25K	-13%
58	$RCL	ROYAL CARIBBEAN CRUISES LTD	Industrials	$606K	0.3%	2,278	-2%
59	$INTC	INTEL CORP	Technology	$604K	0.3%	5,023	+25%
60	—	FIRST TR EXCHANGE TRADED FD - RBA INDL ETF	—	$565K	0.3%	5,469	+19%
61	—	CALAMOS ETF TR - NASD 100 ST JUNE	—	$557K	0.3%	20K	—
62	$EXE	EXPAND ENERGY Corp	Energy	$551K	0.3%	6,558	-3%
63	$SPY	SPDR S&P 500 ETF TRUST	—	$540K	0.3%	708	+29%
64	$STX	Seagate Technology Holdings plc	Technology	$520K	0.3%	564	+7%
65	$SLV	iShares Silver Trust	Financials	$409K	0.2%	7,511	+20%
66	—	FIRST TR EXCHANGE-TRADED ALP - COM SHS	—	$402K	0.2%	4,217	-1%
67	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$372K	0.2%	7,566	+0.1%
68	—	FIRST TR EXCHANGE-TRADED FD - FT VEST RIS	—	$366K	0.2%	13K	—
69	—	PACER FDS TR - US CASH COWS 100	—	$360K	0.2%	5,389	—
70	—	FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF	—	$355K	0.2%	4,843	—
71	—	ISHARES TR - U.S. TECH ETF	—	$350K	0.2%	1,319	—
72	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$349K	0.2%	6,449	-6%
73	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	—	$347K	0.2%	3,366	+4%
74	$AMD	ADVANCED MICRO DEVICES INC	Technology	$344K	0.2%	562	-14%
75	—	FIRST TR EXCHANGE-TRADED ALP - COM SHS	—	$331K	0.2%	1,869	+0.1%
76	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$308K	0.2%	2,041	New
77	$MSTR	Strategy Inc	Financials	$306K	0.2%	2,000	New
78	$SO	SOUTHERN CO	Utilities	$290K	0.2%	3,493	-3%
79	$T	AT&T INC.	Communication Services	$272K	0.1%	11K	+0.3%
80	—	CALAMOS ETF TR - NASDAQ AUTOCALLL	—	$271K	0.1%	10K	—
81	$VKTX	Viking Therapeutics, Inc.	Healthcare	$264K	0.1%	8,096	+26%
82	$USA	LIBERTY ALL STAR EQUITY FUND	Other	$260K	0.1%	45K	+1%
83	$WELL	WELLTOWER INC.	Real Estate	$259K	0.1%	1,126	+6%
84	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$257K	0.1%	5,481	—
85	$CAT	CATERPILLAR INC	Industrials	$255K	0.1%	315	+0.3%
86	$QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	Other	$254K	0.1%	8,354	-1%
87	$WMT	Walmart Inc.	Consumer Staples	$250K	0.1%	2,405	+30%
88	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$249K	0.1%	1,479	-2%
89	—	TCW ETF TRUST - TRANS SYSTE ETF	—	$246K	0.1%	2,336	-10%
90	$JNJ	JOHNSON & JOHNSON	Healthcare	$240K	0.1%	905	+0.2%
91	$DUK	Duke Energy CORP	Utilities	$238K	0.1%	2,084	+5%
92	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$237K	0.1%	261	+0.4%
93	$AEP	AMERICAN ELECTRIC POWER CO INC	Utilities	$237K	0.1%	1,999	+0.1%
94	$TXN	TEXAS INSTRUMENTS INC	Technology	$224K	0.1%	801	+1%
95	$V	VISA INC.	Financials	$224K	0.1%	623	+6%
96	—	ISHARES TR - RUS 1000 GRW ETF	—	$220K	0.1%	1,758	-2%
97	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	—	$218K	0.1%	2,322	—
98	—	CALAMOS ETF TR - S&P 500 STRUCTU	—	$216K	0.1%	7,939	—
99	$PG	PROCTER & GAMBLE Co	Consumer Staples	$209K	0.1%	1,439	-10%
100	$NET	Cloudflare, Inc.	Technology	$208K	0.1%	600	New
101	—	CALAMOS ETF TR - AUTOC GROWT ETF	—	$206K	0.1%	7,202	New
102	$NEE	NEXTERA ENERGY INC	Utilities	$205K	0.1%	2,712	-5%
103	$RIV	RIVERNORTH OPPORTUNITIES FUND, INC.	Other	$138K	0.1%	13K	-8%
104	$EVV	Eaton Vance Ltd Duration Income Fund	Other	$132K	0.1%	16K	-2%
105	$SGHT	Sight Sciences, Inc.	Healthcare	$117K	0.1%	13K	-40%
106	$KLRS	Kalaris Therapeutics, Inc.	Healthcare	$68K	0.0%	24K	+16%

What changed in Q3 2026

Against the previous quarter's 13F: 10 new, 35 added to, 51 trimmed, 15 sold out. Share-count changes; largest moves by dollar size first.

New positions (10)

$BMYBRISTOL MYERS SQUIBB CO$1.1M
first bought this quarter
$TMUST-Mobile US, Inc.$919K
first bought this quarter
$VVXV2X, Inc.$889K
first bought this quarter
$ITRIITRON, INC.$881K
first bought this quarter
$CHDNChurchill Downs Inc$864K
first bought this quarter
SPDR SERIES TRUST - ST STR SP BIOT$798K
first bought this quarter

+4 more in the Excel export

Added to (35)

$QQQINVESCO QQQ TRUST, SERIES 1+63%
now $8.4M · held 11+ qtrs, 3 adds in a row
VANGUARD WORLD FD - MRNGSTR MEGA CAP+67%
now $3.1M
$MSFTMICROSOFT CORP+22%
now $3.8M · held 11+ qtrs
SPDR SERIES TRUST - ST STR BLO 1 ETF+7%
now $6.6M
ISHARES TR - 7-10 YR TRSY BD+28%
now $1.7M
ISHARES TR - CORE US AGGBD ET+4%
now $5.3M

+29 more in the Excel export

Trimmed (51)

ISHARES TR - RUS 1000 ETF-51%
now $3.6M
$AAPLApple Inc.-21%
now $4.6M · held 11+ qtrs
ETF OPPORTUNITIES TRUST - WEALTHTRUST DBS-2%
now $49.5M
$VRTVertiv Holdings Co-52%
now $697K · held 5 qtrs
$METAMeta Platforms, Inc.-7%
now $3.0M · held 11+ qtrs
$CHRWC. H. ROBINSON WORLDWIDE, INC.-2%
now $9.5M · held 3 qtrs

+45 more in the Excel export

Sold out (15)

SPDR SERIES TRUST - ST STR BL 12 ETFwas $2.8M
$SYFSynchrony Financialwas $1.3M
held 7 qtrs
$NFLXNETFLIX INCwas $872K
held 10+ qtrs
$TEVATEVA PHARMACEUTICAL INDUSTRIES LTDwas $807K
held 4 qtrs
$UHSUNIVERSAL HEALTH SERVICES INCwas $599K
held 6 qtrs
$GEGENERAL ELECTRIC COwas $238K

+9 more in the Excel export

Firm AUM (Form ADV): $217.4M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F WealthTrust Asset Management, LLC has filed, 21 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of WealthTrust Asset Management's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-0.1%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 29% over the last 4

Top 10 weight

56%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

67%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

WealthTrust Asset Management, LLC disclosed 106 positions worth $180.9M in its Form 13F-HR for Q3 2026, followed by $CHRW and $QQQ. During the quarter the fund opened 10 new positions and exited 15 — including a new stake in $BMY. The portfolio is most concentrated in Other (56.3% of disclosed assets). All figures are sourced directly from WealthTrust Asset Management, LLC’s Form 13F-HR filing with the SEC under CIK 1867894.

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AI-Powered Hedge Fund Analysis: WealthTrust Asset Management, LLC

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Every holding in WealthTrust Asset Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.