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Manager Directed Portfolios shares owned by SOA Wealth Advisors

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by SOA Wealth Advisors from 13F filings

Historical chart of SOA Wealth Advisors investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 353k 11.11
2024-06-30 $3.3M 346k 9.67
2024-03-31 $3.1M 311k 9.80

More positions owned by SOA Wealth Advisors

Ishares Russell Top 200 Growth Etf Etf (IWY)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Ishares Core Dividend Growth Etf Etf (DGRO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Ishares Select Dividend Etf Etf (DVY)
Schwab Fundamental International Equity Etf Etf (FNDF)
Ishares Russell 1000 Growth Etf Etf (IWF)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)

View all positions for SOA Wealth Advisors

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
First Pacific Financial
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Koss-Olinger Consulting
Prime Capital Investment Advisors
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios