TPB WEALTH ADVISORS

13F Portfolio Filings

Most recent 13F
Q1 2023
Location
San Antonio, TX
CIK
0001719203
Alternate names
ASPIREON WEALTH ADVISORS
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2023 37 183,473 IVV, TLT, IWB, TIP 13F-HR 5/22/2023 000171920323000003
Q4 2022 46 194,719 IVV, IWB, TLT, VOO 13F-HR 2/8/2023 000171920323000002
Q3 2022 45 209,617 IVV, TLT, GSG, TIP RESTATEMENT 11/18/2022 000171920322000009
Q2 2022 49 222,009 IVV, TLT, TIP, JNK 13F-HR 7/29/2022 000171920322000007
Q1 2022 43 267,173 IVV, TLT, JNK, TIP 13F-HR 5/11/2022 000171920322000004
Q4 2021 49 205,200 IVV, TLT, JNK, TIP 13F-HR 2/14/2022 000171920322000003
Q3 2021 38 137,833 IVV, JNK, TLT, TIP 13F-HR 11/15/2021 000171920321000007
Q2 2021 38 154,964 IVV, JNK, TIP, TLT 13F-HR 8/16/2021 000171920321000006
Q1 2021 33 116,284 IVV, TIP, TLT, VGLT 13F-HR 4/19/2021 000171920321000005
Q4 2020 27 100,957 IVV, TIP, TLT, JNK 13F-HR 2/23/2021 000171920321000002
Additional filings from Tpb Wealth Advisors that have since been restated