Three Seasons Wealth, LLC
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,048,875
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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.