Three Seasons Wealth, LLC

All 13F Filings

Location
Salt Lake City, UT
Most recent 13F
Q4 2025
Holdings value ($000)
1,048,875
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/15/2026 189 1,048,875 13F-HR Three Seasons Wealth, LLC
Q3 2025 10/17/2025 172 1,007,130 13F-HR Three Seasons Wealth, LLC
Q2 2025 7/10/2025 113 872,107 13F-HR Three Seasons Wealth, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 980.8 K 93.5% 27.86 K 0 27.86 K
ETFs 67.71 K 6.5% 21.04 K 0 21.04 K
Debt 372 0.0% 0 7.147 K -7.147 K
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Fund Snapshot

Q4 2025
Latest filed
1/15/2026
Total value ($000)
1,048,875
Holdings
189
QoQ value change ($000)
41,745 (4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.