Managers / Q1 2024
Ratio Wealth Group
CIK 0001971024 · 1741 N HIGH ST, DENVER, CO, 80218 · 7204204863
Reported Value
$537M
Q1 2024
Positions
80
Filings on Record
14
2019–present window
Filed
May 13, 2024
original filing
Summary
Ratio Wealth Group reported $537M in U.S.-listed holdings across 80 positions for Q1 2024.
Its largest position, VCIT, represents 8.3% of the portfolio.
Compared with Q4 2023, the fund opened 7 new positions and exited 1.
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 2024
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 ↗.