Managers / Q4 2020
SVA Wealth Management, LLC
CIK 0001587836 · 1221 JOHN Q. HAMMONS DRIVE, MADISON, WI, 53717 · (608) 824-8800
Reported Value
$1.1B
Q4 2020
Positions
229
Filings on Record
9
2019–present window
Filed
Feb 4, 2021
original filing
Summary
Sva Wealth Management, Llc reported $1.1B in U.S.-listed holdings across 229 positions for Q4 2020.
Its largest position, SCHM, represents 10.1% of the portfolio.
Compared with Q3 2020, the fund opened 24 new positions and exited 5.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2020 | $1.1B | 229 | Feb 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.0B | 210 | Oct 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $937M | 198 | Aug 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $872M | 184 | May 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.1B | 205 | Feb 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $1.0B | 199 | Nov 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $1.0B | 207 | Aug 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $1.0B | 209 | May 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $889M | 207 | Feb 11, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.