Three Seasons Wealth, LLC
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,098,660
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 180 | 1,098,660 | 13F-HR | Three Seasons Wealth, LLC |
| Q1 2026 | 5/5/2026 | 187 | 262,016 | 13F-HR | Three Seasons Wealth, LLC |
| 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 | 966.8 K | 88.0% | 816.3 K | 0 | 816.3 K |
| ETFs | 131.9 K | 12.0% | 27.77 K | 0 | 27.77 K |
| Debt | 0 | 0.0% | 0 | 7.461 K | -7.461 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
1,098,660
Holdings
180
QoQ value change ($000)
836,644
(319.3%)
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.