Managers / Q4 2018 · view latest →
SVA Wealth Management, LLC
CIK 0001587836 · 1221 JOHN Q. HAMMONS DRIVE, MADISON, WI, 53717 · (608) 824-8800
Reported Value
$889M
Q4 2018
Positions
207
Filings on Record
9
2019–present window
Filed
Feb 11, 2019
original filing
Summary
Sva Wealth Management, Llc reported $889M in U.S.-listed holdings across 207 positions for Q4 2018.
Its largest position, IEF, represents 9.2% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 58.9% · $523M
- Common Stock · 39.3% · $349M
- Other · 1.1% · $10M
- ADR · 0.7% · $6M
- PUBLIC · 0.1% · $810,000
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2018
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 ↗.