Managers / Q1 2023 · view latest →
Ratio Wealth Group
CIK 0001971024 · 1741 N HIGH ST, DENVER, CO, 80218 · 7204204863
Reported Value
$186M
Q1 2023
Positions
49
Filings on Record
14
2019–present window
Filed
Mar 31, 2023
amendment (RESTATEMENT)
Summary
Ratio Wealth Group reported $186M in U.S.-listed holdings across 49 positions for Q1 2023.
Its largest position, VOO, represents 8.2% of the portfolio.
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 — Q1 2023
Filing History
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 ↗.