Vault-13

FIAT WEALTH MANAGEMENT LLC

WAYZATA, MN · CIK 2012153 · 13F filing filed 2024-05-03

SEC-registered investment adviser since 2022 · limited liability company

$7.9m reported value
13positions
94.0%in top 10
—no comparable previous quarter

Holdings, Q4 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 UNITEDHEALTH GROUP INC COM UNH UNH 4,227 $2.2m28.16% 28.16% First filing
2 VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG VIG 5,763 $982.0k12.42% 12.42% First filing
3 ISHARES TR CORE S&P500 ETF IVV IVV 2,029 $968.9k12.26% 12.26% First filing
4 EXCHANGE LISTED FDS TR CABANA TARGET 10 TDSC TDSC 32,728 $761.9k9.64% 9.64% First filing
5 MICROSOFT CORP COM MSFT MSFT 1,650 $620.5k7.85% 7.85% First filing
6 APPLE INC COM AAPL AAPL 2,605 $501.5k6.35% 6.35% First filing
7 AMAZON COM INC COM AMZN AMZN 2,803 $425.9k5.39% 5.39% First filing
8 VISA INC COM CL A V V 1,608 $418.6k5.30% 5.30% First filing
9 SPDR S&P 500 ETF TR TR UNIT SPY SPY 663 $315.1k3.99% 3.99% First filing
10 WISDOMTREE TR GLB US QTLY DIV DNL DNL 5,681 $210.1k2.66% 2.66% First filing
11 VANGUARD INDEX FDS GROWTH ETF VUG VUG 675 $209.8k2.66% 2.66% First filing
12 TWO RDS SHARED TR ANFIELD US EQU ANFIELD US EQU 11,065 $152.8k1.93% 1.93% First filing
13 TWO RDS SHARED TR REGENTS PK HDGD REGENTS PK HDGD 12,433 $110.6k1.40% 1.40% First filing