Filer Snapshot

SVA Wealth Management, LLC

CIK 0001587836. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

34

Latest Filing

04 Feb 2021

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 04 Feb 2021 for CIK 0001587836.

View Source Filing
Business address
1221 John Q. Hammons Drive, Madison, WI, 53717
Top securities (13F)
SCHM, VXUS, SCHX, JPUS, IJR, AAPL, MSFT, SCHZ, V, VUG, JNJ, VOT, JPM, GOOGL, AMZN, SCHA, IXUS, VOE, VO, and PEP
State of incorporation
WI
Fiscal year end
31 May
Former names
SVA Plumb Wealth Management, LLC (to 06 May 2019)

Filer intelligence

What SEC filings say about SVA Wealth Management, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $1.15B across 229 reported holdings for Q4 2020.
  • Largest parsed 13F holding: SCHM at $116.11M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 229 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q4 2020 - 04 Feb 2021

SCHM

10.1%

Schwab Strategic Tr

$116.11M

VXUS

10.1%

Vanguard Star Fds

$115.99M

SCHX

9.9%

Schwab Strategic Tr

$113.81M

JPUS

5.5%

J P Morgan Exchange Traded F

$62.57M

IJR

4.6%

Ishares Tr

$53.1M

Latest update

What changed recently for SVA Wealth Management, LLC

New filing available

Latest 13F period: Q4 2020. Open the source-backed page to inspect the fresh filing or facts context.

Update date

04 Feb 2021

Page type

Filer profile

Latest period

Q4 2020

Institutional portfolio context was refreshed from a 13F filing filed on 04 Feb 2021.

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Benchmark Context

Benchmark context for this company

SVA Wealth Management, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q4 2020. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Filer Overview

SVA Wealth Management, LLC has filed 34 SEC EDGAR filings since 11 Feb 2014. Common forms include 13F-HR, SC 13G, SC 13G/A.

SVA Wealth Management, LLC SEC filings SVA Wealth Management, LLC 13F portfolio

Latest Filings

Recent SEC filings for SVA Wealth Management, LLC with direct links to document and filing folders.

13F-HR File 028-15784

13F-HR filing

Filing date
04 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-15784

13F-HR filing

Filing date
27 Oct 2020
Reporting date
30 Sep 2020
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13F-HR File 028-15784

13F-HR filing

Filing date
04 Aug 2020
Reporting date
30 Jun 2020
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13F-HR File 028-15784

13F-HR filing

Filing date
12 May 2020
Reporting date
31 Mar 2020
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13F-HR File 028-15784

13F-HR filing

Filing date
11 Feb 2020
Reporting date
31 Dec 2019
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13F-HR File 028-15784

13F-HR filing

Filing date
07 Nov 2019
Reporting date
30 Sep 2019
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13F-HR File 028-15784

13F-HR filing

Filing date
13 Aug 2019
Reporting date
30 Jun 2019
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13F-HR File 028-15784

13F-HR filing

Filing date
06 May 2019
Reporting date
31 Mar 2019
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13F-HR File 028-15784

13F-HR filing

Filing date
11 Feb 2019
Reporting date
31 Dec 2018
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SC 13G

SC 13G

Filing date
31 Jan 2019
Reporting date
Not listed
SEC evidence
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SC 13G

SC 13G

Filing date
31 Jan 2019
Reporting date
Not listed
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13F-HR File 028-15784

13F-HR filing

Filing date
13 Nov 2018
Reporting date
30 Sep 2018
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13F-HR File 028-15784

13F-HR filing

Filing date
13 Aug 2018
Reporting date
30 Jun 2018
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13F-HR File 028-15784

13F-HR filing

Filing date
10 May 2018
Reporting date
31 Mar 2018
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13F-HR File 028-15784

13F-HR filing

Filing date
12 Feb 2018
Reporting date
31 Dec 2017
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SC 13G/A

SCHEDULE 13G AMENDMENT

Filing date
29 Jan 2018
Reporting date
Not listed
SEC evidence
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SC 13G

SC 13G

Filing date
29 Jan 2018
Reporting date
Not listed
SEC evidence
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13F-HR File 028-15784

13F-HR filing

Filing date
13 Nov 2017
Reporting date
30 Sep 2017
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13F-HR File 028-15784

13F-HR filing

Filing date
10 Aug 2017
Reporting date
30 Jun 2017
SEC evidence
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13F-HR File 028-15784

13F-HR filing

Filing date
10 May 2017
Reporting date
31 Mar 2017
SEC evidence
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13F-HR File 028-15784

13F-HR filing

Filing date
14 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
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SC 13G

SC 13G

Filing date
08 Feb 2017
Reporting date
Not listed
SEC evidence
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13F-HR File 028-15784

13F-HR filing

Filing date
14 Nov 2016
Reporting date
30 Sep 2016
SEC evidence
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13F-HR File 028-15784

13F-HR filing

Filing date
12 Aug 2016
Reporting date
30 Jun 2016
SEC evidence
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13F-HR File 028-15784

13F-HR filing

Filing date
09 May 2016
Reporting date
31 Mar 2016
SEC evidence
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13F-HR File 028-15784

13F-HR filing

Filing date
09 Feb 2016
Reporting date
31 Dec 2015
SEC evidence
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13F-HR File 028-15784

13F-HR filing

Filing date
12 Nov 2015
Reporting date
30 Sep 2015
SEC evidence
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13F-HR File 028-15784

13F-HR filing

Filing date
12 Aug 2015
Reporting date
30 Jun 2015
SEC evidence
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13F-HR File 028-15784

13F-HR filing

Filing date
14 May 2015
Reporting date
31 Mar 2015
SEC evidence
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13F-HR File 028-15784

13F-HR filing

Filing date
11 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
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13F-HR File 028-15784

13F-HR filing

Filing date
12 Nov 2014
Reporting date
30 Sep 2014
SEC evidence
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13F-HR File 028-15784

13F-HR filing

Filing date
13 Aug 2014
Reporting date
30 Jun 2014
SEC evidence
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13F-HR File 028-15784

13F-HR filing

Filing date
14 May 2014
Reporting date
31 Mar 2014
SEC evidence
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13F-HR File 028-15784

13F-HR filing

Filing date
11 Feb 2014
Reporting date
31 Dec 2013
SEC evidence
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About this filer

SVA Wealth Management, LLC files with the SEC under CIK 0001587836. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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