Managers / Q4 2023 · view latest →
Dechtman Wealth Management, LLC
CIK 0001992316 · 7807 E. PEAKVIEW AVE., SUITE 410, CENTENNIAL, CO, 80111 · 303-741-9772
Reported Value
$380,230
Q4 2023
Positions
56
Filings on Record
8
2019–present window
Filed
Jan 19, 2024
original filing
Summary
Dechtman Wealth Management, Llc reported $380,230 in U.S.-listed holdings across 56 positions for Q4 2023.
The portfolio is heavily concentrated: IVV alone accounts for 23.8% of reported value.
Compared with Q3 2023, the fund opened 5 new positions and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 92.5% · $351,850
- Common Stock · 7.4% · $28,127
- MLP · 0.1% · $253
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2024 | $517M | 65 | Feb 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $489M | 64 | Oct 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $447M | 61 | Jul 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $429M | 63 | Apr 24, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2023 | $380,230 | 56 | Jan 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $337,642 | 52 | Oct 16, 2023 | 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 ↗.