Managers / Q4 2021 · view latest →
Avitas Wealth Management LLC
CIK 0001734565 · 1901 AVENUE OF THE STARS, SUITE 1901, LOS ANGELES, CA, 90067 · 4243719010
Reported Value
$596M
Q4 2021
Positions
175
Filings on Record
25
2019–present window
Filed
Jan 26, 2022
original filing
Summary
Avitas Wealth Management Llc reported $596M in U.S.-listed holdings across 175 positions for Q4 2021.
Its largest position, AAPL, represents 4.5% of the portfolio.
Compared with Q3 2021, the fund opened 11 new positions and exited 28.
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 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2024 | $723M | 190 | Jan 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $711M | 197 | Oct 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $683M | 203 | Jul 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $658M | 204 | Apr 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $598M | 197 | Jan 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $526M | 201 | Nov 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $553M | 195 | Jul 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $511M | 198 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $473.7B | 185 | Jan 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $437M | 179 | Oct 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $457M | 190 | Jul 29, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $554M | 190 | Apr 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $596M | 175 | Jan 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $549M | 193 | Oct 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $562M | 195 | Jul 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $511M | 207 | May 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $494M | 208 | Feb 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $359M | 183 | Oct 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $301M | 170 | Jul 30, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $220M | 128 | May 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $390M | 167 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $362M | 166 | Oct 18, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $360M | 165 | Jul 23, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $344M | 160 | May 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $305M | 148 | Feb 8, 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 ↗.