Three Seasons Wealth, LLC Portfolio Holdings

Three Seasons Wealth, LLC

  • $1.05 Trillion
  • Q4 2025

Three Seasons Wealth, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.05 Trillion distributed in 199 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $342B, Tesla, Inc. with a value of $298B, Apple Inc. with a value of $134B, Microsoft Corp with a value of $42.7B, and Invesco Qqq Trust, Series 1 with a value of $11.1B.

Examining the 13F form we can see an increase of $41.7B in the current position value, from $1.01T to 1.05T.

Three Seasons Wealth, LLC is based out at Salt Lake City, UT

Below you can find more details about Three Seasons Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.05 Trillion
Consumer Cyclical: $643 Billion
Technology: $219 Billion
ETFs: $112 Billion
Healthcare: $14.6 Billion
Communication Services: $12.4 Billion
Financial Services: $11.4 Billion
Consumer Defensive: $4.85 Billion
Industrials: $4.17 Billion
Other: $6.96 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.09B
$604 Million 0.06% of portfolio
23,331
Q4 2025 New
$1.95B
$483 Million 0.05% of portfolio
10,968
Q4 2025 Added 2.07%
$1.63B
$278 Million 0.03% of portfolio
5,918
Q3 2025 Reduced 49.51%
$1.5B
$143 Million 0.01% of portfolio
18,443
Q3 2025 Reduced 49.52%
$791M
$133 Million 0.01% of portfolio
11,300
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $1.05 Trillion
  • Prior Value $1.01 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 51 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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