0001085146-22-002846.txt : 20220805 0001085146-22-002846.hdr.sgml : 20220805 20220805134832 ACCESSION NUMBER: 0001085146-22-002846 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220805 DATE AS OF CHANGE: 20220805 EFFECTIVENESS DATE: 20220805 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WEALTH ADVISORS, INC. CENTRAL INDEX KEY: 0001806580 IRS NUMBER: 330935471 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20203 FILM NUMBER: 221139904 BUSINESS ADDRESS: STREET 1: 16909 VIA DE SANTA FE STREET 2: STE 202 CITY: RANCHO SANTA FE STATE: CA ZIP: 90267 BUSINESS PHONE: 858-481-4088 MAIL ADDRESS: STREET 1: P.O. BOX 2429 CITY: RANCHO SANTA FE STATE: CA ZIP: 92067 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001806580 XXXXXXXX 06-30-2022 06-30-2022 false WEALTH ADVISORS, INC.

P.O. BOX 2429 RANCHO SANTA FE CA 92067

13F HOLDINGS REPORT 028-20203 N Kenneth D. Fincher 8584814088104 /s/ Kenneth D. Fincher Rancho Santa Fe CA 08-04-2022 0 58 206000 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 952 6218 SH SOLE 0 0 6218 ABBVIE INC COM 00287Y109 241 5800 SH Call SOLE 0 0 5800 ADVANCED MICRO DEVICES INC COM 007903107 245 3200 SH SOLE 0 0 3200 ALPHABET INC CAP STK CL A 02079K305 13664 6270 SH SOLE 0 0 6270 ALPHABET INC CAP STK CL C 02079K107 437 200 SH SOLE 0 0 200 AMAZON COM INC COM 023135106 25259 237818 SH SOLE 0 0 237818 AMERICAN EXPRESS CO COM 025816109 1070 7721 SH SOLE 0 0 7721 APPLE INC COM 037833100 41909 306531 SH SOLE 0 0 306531 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 292 1071 SH SOLE 0 0 1071 BK OF AMERICA CORP COM 060505104 712 22882 SH SOLE 0 0 22882 CHARGEPOINT HOLDINGS INC COM CL A 15961R105 13 10000 SH Call SOLE 0 0 10000 CHEVRON CORP NEW COM 166764100 215 1487 SH SOLE 0 0 1487 CLEVELAND-CLIFFS INC NEW COM 185899101 284 18470 SH SOLE 0 0 18470 CONSTELLATION BRANDS INC CL A 21036P108 816 3500 SH SOLE 0 0 3500 COSTCO WHSL CORP NEW COM 22160K105 1184 2470 SH SOLE 0 0 2470 DISNEY WALT CO COM 254687106 295 3130 SH SOLE 0 0 3130 ENTERPRISE PRODS PARTNERS L COM 293792107 639 26205 SH SOLE 0 0 26205 ESSEX PPTY TR INC COM 297178105 7374 28199 SH SOLE 0 0 28199 EXCHANGE TRADED CONCEPTS TR CAPITAL LINK GBL 301505764 205 6220 SH SOLE 0 0 6220 FIRST TR EXCHANGE TRADED FD INDXX NEXTG ETF 33737K205 1271 19730 SH SOLE 0 0 19730 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 606 14000 SH SOLE 0 0 14000 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 3033 74131 SH SOLE 0 0 74131 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 290 3815 SH SOLE 0 0 3815 FORD MTR CO DEL COM 345370860 17 45000 SH Call SOLE 0 0 45000 GENERAL MTRS CO COM 37045V100 398 12523 SH SOLE 0 0 12523 GLOBAL X FDS US INFR DEV ETF 37954Y673 744 32655 SH SOLE 0 0 32655 HOME DEPOT INC COM 437076102 3138 11442 SH SOLE 0 0 11442 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 1338 19095 SH SOLE 0 0 19095 INVESCO QQQ TR UNIT SER 1 46090E103 12087 43125 SH SOLE 0 0 43125 ISHARES TR CORE S&P SCP ETF 464287804 699 7564 SH SOLE 0 0 7564 ISHARES TR US INDUSTRIALS 464287754 2165 24571 SH SOLE 0 0 24571 JOHNSON & JOHNSON COM 478160104 3950 22255 SH SOLE 0 0 22255 JPMORGAN CHASE & CO COM 46625H100 274 2430 SH SOLE 0 0 2430 MASTERCARD INCORPORATED CL A 57636Q104 11711 37120 SH SOLE 0 0 37120 MCDONALDS CORP COM 580135101 218 885 SH SOLE 0 0 885 META PLATFORMS INC CL A 30303M102 3109 19278 SH SOLE 0 0 19278 MICRON TECHNOLOGY INC COM 595112103 676 12230 SH SOLE 0 0 12230 MICROSOFT CORP COM 594918104 8773 34159 SH SOLE 0 0 34159 NVIDIA CORPORATION COM 67066G104 5610 37005 SH SOLE 0 0 37005 PARAMOUNT GLOBAL CLASS B COM 92556H206 44 27000 SH Call SOLE 0 0 27000 PHILIP MORRIS INTL INC COM 718172109 245 2482 SH SOLE 0 0 2482 PROSHARES TR ULTRAPRO QQQ 74347X831 2400 100000 SH SOLE 0 0 100000 QUALCOMM INC COM 747525103 5397 42249 SH SOLE 0 0 42249 SELECT SECTOR SPDR TR ENERGY 81369Y506 906 12676 SH SOLE 0 0 12676 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 277 8805 SH SOLE 0 0 8805 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 12452 97101 SH SOLE 0 0 97101 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 967 7608 SH SOLE 0 0 7608 SOUTHWEST AIRLS CO COM 844741108 2059 57005 SH SOLE 0 0 57005 SPDR S&P 500 ETF TR TR UNIT 78462F103 1856 4919 SH SOLE 0 0 4919 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 516 1249 SH SOLE 0 0 1249 SPDR SER TR S&P DIVID ETF 78464A763 941 7925 SH SOLE 0 0 7925 THERMO FISHER SCIENTIFIC INC COM 883556102 2716 5000 SH SOLE 0 0 5000 VANGUARD INDEX FDS GROWTH ETF 922908736 721 3236 SH SOLE 0 0 3236 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 8167 56926 SH SOLE 0 0 56926 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2111 20758 SH SOLE 0 0 20758 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 554 3392 SH SOLE 0 0 3392 VERIZON COMMUNICATIONS INC COM 92343V104 700 13800 SH SOLE 0 0 13800 VISA INC COM CL A 92826C839 7058 35849 SH SOLE 0 0 35849