Southern Wealth Management, LLP

13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Dallas, TX
CIK
0001811579
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2023 61 257,568 IEFA, SCHC, VUG, IEMG 13F-HR 5/12/2023 000110465923059541
Q4 2022 59 248,894 IEFA, SCHC, VUG, IEMG 13F-HR 2/13/2023 000110465923019529
Q3 2022 58 248,609 IEFA, VUG, SCHC, IWF 13F-HR 11/14/2022 000110465922117842
Q2 2022 55 261,079 FPE, VUG, EEMV, SCZ 13F-HR 8/11/2022 000110465922089171
Q1 2022 57 307,034 VUG, IEFA, SCZ, FPEI 13F-HR 5/16/2022 000110465922060990
Q4 2021 56 252,706 FPE, VUG, IWF, VOO 13F-HR 2/10/2022 000110465922019250
Q3 2021 55 340,128 VUG, FPE, SCHC, IEFA 13F-HR 11/15/2021 000110465921138799
Q2 2021 55 346,727 VUG, FPE, SCHC, IEFA 13F-HR 8/13/2021 000110465921105042
Q1 2021 55 303,599 VUG, FPE, EFAV, SCHC 13F-HR 5/17/2021 000110465921067534
Q4 2020 57 263,786 VUG, EFAV, FPE, SCHC 13F-HR 2/16/2021 000110465921023423
Q3 2020 52 271,399 VUG, EFAV, USMV, IVV 13F-HR 11/25/2020 000110465920129604
Q2 2020 58 514,468 LII, EFAV, VUG, SCHC 13F-HR 8/14/2020 000110465920095164
Q1 2020 55 480,180 LII, EFV, SCZ, VUG 13F-HR 5/14/2020 000110465920061351
Q4 2019 57 533,255 LII, EFV, VUG, SCZ 13F-HR 5/14/2020 000110465920061349