Fiat Wealth Management
Latest statistics and disclosures from Fiat Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002012153
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Positions held by Fiat Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Fiat Wealth Management
Fiat Wealth Management holds 13 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| UnitedHealth (UNH) | 28.2 | $2.2M | 4.2k | 526.47 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 12.4 | $982k | 5.8k | 170.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 12.3 | $969k | 2.0k | 477.54 |
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| Exchange Listed Fds Tr Cabana Target 10 (TDSC) | 9.6 | $762k | 33k | 23.28 |
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| Microsoft Corporation (MSFT) | 7.9 | $621k | 1.7k | 376.04 |
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| Apple (AAPL) | 6.3 | $502k | 2.6k | 192.53 |
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| Amazon (AMZN) | 5.4 | $426k | 2.8k | 151.94 |
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| Visa Com Cl A (V) | 5.3 | $419k | 1.6k | 260.35 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.0 | $315k | 663.00 | 475.31 |
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| Wisdomtree Tr Glb Us Qtly Div (DNL) | 2.7 | $210k | 5.7k | 36.99 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.7 | $210k | 675.00 | 310.88 |
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| Two Rds Shared Tr Anfield Us Equ (AESR) | 1.9 | $153k | 11k | 13.81 |
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| Two Rds Shared Tr Regents Pk Hdgd (RPHS) | 1.4 | $111k | 12k | 8.90 |
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Past Filings by Fiat Wealth Management
SEC 13F filings are viewable for Fiat Wealth Management going back to 2023
- Fiat Wealth Management 2023 Q4 filed May 3, 2024