Entity type
Company
Filer Snapshot
Nauset Wealth Management. LLC
CIK 0001909759. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
2
Latest filing
28 Apr 2022
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2022. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$125.76M
219 holdings for Q1 2022
Open portfolioLargest parsed holding
AMZN
$10.96M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 28 Apr 2022 for CIK 0001909759.
- SEC ownership summary
-
Parsed filing values
Bars compare filing families separately; they should not be added together as one total.
Latest 13F portfolio$125.76MQuarterly institutional portfolio holdings.
Latest 13F portfolio value
$125.76M
Market value reported in the latest parsed Form 13F portfolio.
Leading 13F symbols
AMZN, XLI, IYW, IVV
Largest visible symbols from the latest parsed Form 13F information table.
13F holdings
Largest symbols from the latest parsed Form 13F information table.
AMZN XLI IYW IVV BCD AAPL BX IAU+12 more
KBWB VTV VEA IJJ AMT KBE VBR VO FDN IJR GOOGL GOOGHow to read filing-family values
- Filing families stay separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions should not be blended into one total.
- Use the linked research paths to verify each signal against the original SEC filing.
- Business address
- 136 Main Street, Suite 201, Westport, CT, 06880
- State of incorporation
- CT
- Fiscal year-end
- 31 December
SEC ownership signals
1 fact
Filer identity
1 fact
SEC record
2 facts
Filer intelligence
What SEC filings say about Nauset 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.
Quick read
- Latest parsed 13F shows $125.76M across 219 reported holdings for Q1 2022.
- Largest parsed 13F holding: AMZN at $10.96M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
34%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$42.29M
Compared with $125.76M total 13F value.
Top 5 net change
+$2.76M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: VTV ยท Largest trim: VGK
AMZN
XLI
IYW
IVV
BCD
Other holdings
Latest update
What changed recently for Nauset Wealth Management. LLC
Latest 13F period: Q1 2022. Open the source-backed page to inspect the fresh filing or facts context.
Update date
28 Apr 2022
Page type
Filer profile
Latest period
Q1 2022
Institutional portfolio context was refreshed from a 13F filing filed on 28 Apr 2022.
Benchmark Context
Benchmark context for this company
Nauset 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
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2022. 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.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001909759 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
2
First seen
11 Feb 2022
Latest filing
28 Apr 2022
Entity
Company
Observed form types
13F-HR
Latest Filings
Showing the latest 2 of 2 SEC filings for Nauset Wealth Management. LLC.
13F-HR
13F-HR filing
- Filing date
- 28 Apr 2022
- Reporting date
- 31 Mar 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Feb 2022
- Reporting date
- 31 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing