Fiat Wealth Management LLC 13F Holdings · last filed Q4 2023
Fiat Wealth Management LLC reported 13 securities worth $7.90M in its SEC 13F filing for Q4 2023 (period ended 2023-12-31). Top holdings: UNH (28.16%), VIG (12.42%), IVV (12.26%). Among its top 25 positions this quarter: 13 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UNH | UNITEDHEALTH GROUP INC | $2.2M | 28.16% | 4,227 | New |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $981,968 | 12.42% | 5,763 | New |
| 3 | IVV | ISHARES TR | $968,920 | 12.26% | 2,029 | New |
| 4 | TDSC | EXCHANGE LISTED FDS TR | $761,905 | 9.64% | 32,728 | New |
| 5 | MSFT | MICROSOFT CORP | $620,466 | 7.85% | 1,650 | New |
| 6 | AAPL | APPLE INC | $501,541 | 6.35% | 2,605 | New |
| 7 | AMZN | AMAZON COM INC | $425,888 | 5.39% | 2,803 | New |
| 8 | V | VISA INC | $418,643 | 5.30% | 1,608 | New |
| 9 | SPY | SPDR S&P 500 ETF TR | $315,131 | 3.99% | 663 | New |
| 10 | DNL | WISDOMTREE TR | $210,139 | 2.66% | 5,681 | New |
| 11 | VUG | VANGUARD INDEX FDS | $209,844 | 2.66% | 675 | New |
| 12 | AESR | TWO RDS SHARED TR | $152,808 | 1.93% | 11,065 | New |
| 13 | RPHS | TWO RDS SHARED TR | $110,593 | 1.40% | 12,433 | New |
Source: SEC Form 13F filings · as of 2023-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR