0001085146-22-001417.txt : 20220414 0001085146-22-001417.hdr.sgml : 20220414 20220414163958 ACCESSION NUMBER: 0001085146-22-001417 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220414 DATE AS OF CHANGE: 20220414 EFFECTIVENESS DATE: 20220414 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: 22827779 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 03-31-2022 03-31-2022 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 04-14-2022 0 69 276580 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 995 6138 SH SOLE 0 0 6138 ABBVIE INC COM 00287Y109 291 5800 SH Call SOLE 0 0 5800 ADVANCED MICRO DEVICES INC COM 007903107 569 5200 SH SOLE 0 0 5200 ALPHABET INC CAP STK CL A 02079K305 19380 6968 SH SOLE 0 0 6968 ALPHABET INC CAP STK CL C 02079K107 559 200 SH SOLE 0 0 200 AMAZON COM INC COM 023135106 43449 13328 SH SOLE 0 0 13328 AMERICAN EXPRESS CO COM 025816109 1258 6725 SH SOLE 0 0 6725 APPLE INC COM 037833100 54502 312135 SH SOLE 0 0 312135 APPLE INC COM 037833100 318 11500 SH Call SOLE 0 0 11500 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 378 1071 SH SOLE 0 0 1071 BK OF AMERICA CORP COM 060505104 1186 28768 SH SOLE 0 0 28768 CHARGEPOINT HOLDINGS INC COM CL A 15961R105 47 10000 SH Call SOLE 0 0 10000 CLEVELAND-CLIFFS INC NEW COM 185899101 510 15832 SH SOLE 0 0 15832 CONSTELLATION BRANDS INC CL A 21036P108 806 3500 SH SOLE 0 0 3500 COSTCO WHSL CORP NEW COM 22160K105 1422 2470 SH SOLE 0 0 2470 DISNEY WALT CO COM 254687106 269 1961 SH SOLE 0 0 1961 ENTERPRISE PRODS PARTNERS L COM 293792107 308 11940 SH SOLE 0 0 11940 ESSEX PPTY TR INC COM 297178105 9647 27924 SH SOLE 0 0 27924 EXCHANGE TRADED CONCEPTS TR CAPITAL LINK GBL 301505764 412 10325 SH SOLE 0 0 10325 FIRST TR EXCHANGE TRADED FD INDXX NEXTG ETF 33737K205 1604 21105 SH SOLE 0 0 21105 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 817 16750 SH SOLE 0 0 16750 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 391 3365 SH SOLE 0 0 3365 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 240 3710 SH SOLE 0 0 3710 FIRST TR EXCHANGE-TRADED FD NASDAQ LUX DIGI 33719L106 238 1595 SH SOLE 0 0 1595 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 3175 64806 SH SOLE 0 0 64806 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 337 3815 SH SOLE 0 0 3815 FORD MTR CO DEL COM 345370860 172 70000 SH Call SOLE 0 0 70000 GENERAL MTRS CO COM 37045V100 530 12123 SH SOLE 0 0 12123 GLOBAL X FDS US INFR DEV ETF 37954Y673 1005 35555 SH SOLE 0 0 35555 HOME DEPOT INC COM 437076102 3461 11562 SH SOLE 0 0 11562 IDEXX LABS INC COM 45168D104 311 568 SH SOLE 0 0 568 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 1541 19675 SH SOLE 0 0 19675 INVESCO QQQ TR UNIT SER 1 46090E103 16407 45257 SH SOLE 0 0 45257 ISHARES TR CORE S&P SCP ETF 464287804 816 7564 SH SOLE 0 0 7564 ISHARES TR US INDUSTRIALS 464287754 2637 25011 SH SOLE 0 0 25011 JOHNSON & JOHNSON COM 478160104 3873 21855 SH SOLE 0 0 21855 JPMORGAN CHASE & CO COM 46625H100 331 2430 SH SOLE 0 0 2430 MASTERCARD INCORPORATED CL A 57636Q104 13266 37120 SH SOLE 0 0 37120 MCDONALDS CORP COM 580135101 235 950 SH SOLE 0 0 950 META PLATFORMS INC CL A 30303M102 4081 18355 SH SOLE 0 0 18355 MICRON TECHNOLOGY INC COM 595112103 1041 13367 SH SOLE 0 0 13367 MICROSOFT CORP COM 594918104 10685 34657 SH SOLE 0 0 34657 NVIDIA CORPORATION COM 67066G104 10436 38245 SH SOLE 0 0 38245 PARAMOUNT GLOBAL CLASS B COM 92556H206 285 7548 SH SOLE 0 0 7548 PARAMOUNT GLOBAL CLASS B COM 92556H206 267 28100 SH Call SOLE 0 0 28100 PHILIP MORRIS INTL INC COM 718172109 233 2482 SH SOLE 0 0 2482 PROSHARES TR ULTRAPRO QQQ 74347X831 5818 100000 SH SOLE 0 0 100000 QUALCOMM INC COM 747525103 7151 46792 SH SOLE 0 0 46792 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 245 6399 SH SOLE 0 0 6399 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 13275 96907 SH SOLE 0 0 96907 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2040 12836 SH SOLE 0 0 12836 SOUTHWEST AIRLS CO COM 844741108 2625 57311 SH SOLE 0 0 57311 SPDR S&P 500 ETF TR TR UNIT 78462F103 2220 4916 SH SOLE 0 0 4916 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 613 1249 SH SOLE 0 0 1249 SPDR SER TR S&P DIVID ETF 78464A763 1015 7925 SH SOLE 0 0 7925 TARGET CORP COM 87612E106 291 1369 SH SOLE 0 0 1369 TESLA INC COM 88160R101 242 225 SH SOLE 0 0 225 THERMO FISHER SCIENTIFIC INC COM 883556102 2953 5000 SH SOLE 0 0 5000 UBER TECHNOLOGIES INC COM 90353T100 57 25000 SH Call SOLE 0 0 25000 UNITED PARCEL SERVICE INC CL B 911312106 232 1080 SH SOLE 0 0 1080 UPSTART HLDGS INC COM 91680M107 379 3477 SH SOLE 0 0 3477 VANGUARD INDEX FDS GROWTH ETF 922908736 952 3309 SH SOLE 0 0 3309 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 812 1956 SH SOLE 0 0 1956 VANGUARD INDEX FDS SM CP VAL ETF 922908611 223 1270 SH SOLE 0 0 1270 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 8990 55442 SH SOLE 0 0 55442 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2451 21836 SH SOLE 0 0 21836 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 660 3392 SH SOLE 0 0 3392 VERIZON COMMUNICATIONS INC COM 92343V104 665 13050 SH SOLE 0 0 13050 VISA INC COM CL A 92826C839 7950 35849 SH SOLE 0 0 35849