SVA Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2020 - Feb 4, 2021
Value $
$1.15B
Signature - Title
Lawrence Clay - Chief Compliance Officer
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by SVA Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SVA Wealth Management, LLC reported 229 stock holdings with total value $1.15B as of Q4 2020. Top holdings included SCHM, VXUS, SCHX, JPUS, and IJR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2020 229 $1.15B +$86.5M -$95M -$8.48M SCHM, VXUS, SCHX, JPUS, IJR 13F-HR 2/4/2021, 04:38 PM
Q3 2020 210 $1.01B +$73.2M -$35M +$38.2M SCHM, SCHX, VXUS, JPUS, DON 13F-HR 10/26/2020, 05:54 PM
Q2 2020 198 $937M +$78.6M -$159M -$80.3M SCHM, SCHX, DON, VXUS, JPUS 13F-HR 8/4/2020, 02:53 PM
Q1 2020 184 $872M +$47.1M -$40.9M +$6.25M IEF, SCHM, SCHX, DON, VXUS 13F-HR 5/12/2020, 12:05 PM
Q4 2019 205 $1.09B +$28.1M -$19.9M +$8.26M SCHM, IEF, SCHX, DON, JPUS 13F-HR 2/11/2020, 10:46 AM
Q3 2019 199 $1.02B +$12.5M -$17.3M -$4.8M IEF, SCHM, SCHX, DON, JPUS 13F-HR 11/6/2019, 06:33 PM
Q2 2019 206 $1.02B +$23.3M -$76.1M -$52.8M SCHM, IEF, SCHX, DON, JPUS 13F-HR 8/13/2019, 04:56 PM
Q1 2019 208 $1.03B +$79.8M -$37.4M +$42.4M SCHM, IEF, DON, SCHX, JPUS 13F-HR 5/6/2019, 02:42 PM
Q4 2018 206 $889M +$68.6M -$37.9M +$30.7M IEF, SCHM, SCHX, JPUS, DON 13F-HR 2/11/2019, 03:15 PM
Q3 2018 210 $984M +$40.7M -$30.8M +$9.91M SCHM, IEF, SCHX, JPUS, VXUS 13F-HR 11/13/2018, 11:33 AM
Q2 2018 211 $926M +$191M -$124M +$67M SCHM, IEF, SCHX, JPUS, DON 13F-HR 8/13/2018, 12:16 PM
Q1 2018 205 $736M +$25.6M -$28M -$2.35M SCHM, FNDF, JPUS, SCHX, EES 13F-HR 5/10/2018, 12:33 PM
Q4 2017 204 $853M +$60.5M -$31.6M +$28.8M SCHM, FNDF, JPUS, SCHX, DON 13F-HR 2/12/2018, 02:13 PM
Q3 2017 205 $809M +$24.8M -$16.5M +$8.37M SCHM, FNDF, JPUS, SCHX, EES 13F-HR 11/13/2017, 11:40 AM
Q2 2017 199 $772M +$25.2M -$7.35M +$17.9M SCHM, FNDF, JPUS, SCHX, EES 13F-HR 8/10/2017, 12:10 PM
Q1 2017 195 $737M +$92.3M -$36.2M +$56.1M SCHM, FNDF, JPUS, SCHX, EES 13F-HR 5/10/2017, 03:12 PM
Q4 2016 197 $671M +$27.9M -$22.1M +$5.84M SCHM, FNDF, EES, DON, SCHX 13F-HR 2/14/2017, 12:07 PM
Q3 2016 196 $642M +$31.5M -$29.1M +$2.41M SCHM, FNDF, EES, DON, SCHX 13F-HR 11/14/2016, 11:58 AM
Q2 2016 202 $619M +$21.1M -$19.9M +$1.2M SCHM, FNDF, DON, EES, SCHA 13F-HR 8/12/2016, 10:35 AM
Q1 2016 199 $604M +$72.9M -$54.2M +$18.7M SCHM, FNDF, EES, DON, SCHA 13F-HR 5/9/2016, 02:42 PM
Q4 2015 208 $578M +$58.1M -$39.1M +$19M SCHM, FNDF, EES, SCHA, DON 13F-HR 2/9/2016, 11:07 AM
Q3 2015 203 $536M +$58.3M -$22.9M +$35.3M SCHM, FNDF, EES, SCHA, AAPL 13F-HR 11/12/2015, 02:13 PM
Q2 2015 205 $544M +$28.4M -$27.5M +$868K SCHM, EES, SCHA, AAPL, VOE 13F-HR 8/12/2015, 02:00 PM
Q1 2015 209 $548M +$283M -$13.2M +$270M SCHM, EES, SCHA, AAPL, VOE 13F-HR 5/14/2015, 01:03 PM
Q4 2014 189 $275M +$35.7M -$2.69M +$33M EES, VOE, BSV, VUG, VOT 13F-HR 2/11/2015, 12:04 PM
Q3 2014 160 $235M +$9.31M -$4.46M +$4.85M EES, VOE, BSV, VUG, VOT 13F-HR 11/12/2014, 02:38 PM
Q2 2014 163 $234M +$31.4M -$14.7M +$16.7M EES, VOE, VUG, BSV, VOT 13F-HR 8/13/2014, 03:48 PM
Q1 2014 153 $212M +$47.5M -$5.51M +$42M EES, VOE, VUG, VOT, BSV 13F-HR 5/14/2014, 10:57 AM
Q4 2013 131 $168M $0 $0 VOE, VUG, VOT, VO, BSV 13F-HR 2/11/2014, 09:30 AM