13F Filings History of SVA Wealth Management, LLC

Latest 13F report
Q4 2020 - 04 Feb 2021
Value $
$1,147,230,000
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 $1,147,230,000 as of Q4 2020. Top holdings included SCHM, VXUS, SCHX, JPUS, and IJR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2020 229 $1,147,230,000 +$86,508,604 -$94,990,800 -$8,482,196 SCHM, VXUS, SCHX, JPUS, IJR 13F-HR 04 Feb 2021, 16:38
Q3 2020 210 $1,009,204,000 +$73,212,489 -$35,011,610 +$38,200,879 SCHM, SCHX, VXUS, JPUS, DON 13F-HR 26 Oct 2020, 17:54
Q2 2020 198 $936,602,000 +$78,640,976 -$158,940,213 -$80,299,237 SCHM, SCHX, DON, VXUS, JPUS 13F-HR 04 Aug 2020, 14:53
Q1 2020 184 $871,617,000 +$47,147,574 -$40,900,502 +$6,247,072 IEF, SCHM, SCHX, DON, VXUS 13F-HR 12 May 2020, 12:05
Q4 2019 205 $1,090,928,000 +$28,111,804 -$19,856,786 +$8,255,018 SCHM, IEF, SCHX, DON, JPUS 13F-HR 11 Feb 2020, 10:46
Q3 2019 199 $1,019,435,000 +$12,543,542 -$17,343,012 -$4,799,470 IEF, SCHM, SCHX, DON, JPUS 13F-HR 06 Nov 2019, 18:33
Q2 2019 206 $1,015,626,000 +$23,348,308 -$76,133,861 -$52,785,553 SCHM, IEF, SCHX, DON, JPUS 13F-HR 13 Aug 2019, 16:56
Q1 2019 208 $1,034,709,000 +$79,772,928 -$37,372,396 +$42,400,532 SCHM, IEF, DON, SCHX, JPUS 13F-HR 06 May 2019, 14:42
Q4 2018 206 $889,238,000 +$68,585,524 -$37,901,700 +$30,683,824 IEF, SCHM, SCHX, JPUS, DON 13F-HR 11 Feb 2019, 15:15
Q3 2018 210 $984,491,000 +$40,729,941 -$30,819,424 +$9,910,517 SCHM, IEF, SCHX, JPUS, VXUS 13F-HR 13 Nov 2018, 11:33
Q2 2018 211 $926,036,000 +$191,095,681 -$124,100,736 +$66,994,945 SCHM, IEF, SCHX, JPUS, DON 13F-HR 13 Aug 2018, 12:16
Q1 2018 205 $736,079,000 +$25,633,800 -$27,980,611 -$2,346,811 SCHM, FNDF, JPUS, SCHX, EES 13F-HR 10 May 2018, 12:33
Q4 2017 204 $852,827,000 +$60,484,810 -$31,641,655 +$28,843,155 SCHM, FNDF, JPUS, SCHX, DON 13F-HR 12 Feb 2018, 14:13
Q3 2017 205 $809,152,000 +$24,844,981 -$16,472,837 +$8,372,144 SCHM, FNDF, JPUS, SCHX, EES 13F-HR 13 Nov 2017, 11:40
Q2 2017 199 $771,551,000 +$25,240,445 -$7,345,968 +$17,894,477 SCHM, FNDF, JPUS, SCHX, EES 13F-HR 10 Aug 2017, 12:10
Q1 2017 195 $737,158,000 +$92,334,449 -$36,221,622 +$56,112,827 SCHM, FNDF, JPUS, SCHX, EES 13F-HR 10 May 2017, 15:12
Q4 2016 197 $670,981,000 +$27,886,734 -$22,050,172 +$5,836,562 SCHM, FNDF, EES, DON, SCHX 13F-HR 14 Feb 2017, 12:07
Q3 2016 196 $642,351,000 +$31,509,812 -$29,096,566 +$2,413,246 SCHM, FNDF, EES, DON, SCHX 13F-HR 14 Nov 2016, 11:58
Q2 2016 202 $618,863,000 +$21,073,265 -$19,870,765 +$1,202,500 SCHM, FNDF, DON, EES, SCHA 13F-HR 12 Aug 2016, 10:35
Q1 2016 199 $603,947,000 +$72,873,223 -$54,214,901 +$18,658,322 SCHM, FNDF, EES, DON, SCHA 13F-HR 09 May 2016, 14:42
Q4 2015 208 $577,962,000 +$58,095,842 -$39,142,283 +$18,953,559 SCHM, FNDF, EES, SCHA, DON 13F-HR 09 Feb 2016, 11:07
Q3 2015 203 $536,154,000 +$58,267,810 -$22,939,826 +$35,327,984 SCHM, FNDF, EES, SCHA, AAPL 13F-HR 12 Nov 2015, 14:13
Q2 2015 205 $543,544,000 +$28,367,821 -$27,500,035 +$867,786 SCHM, EES, SCHA, AAPL, VOE 13F-HR 12 Aug 2015, 14:00
Q1 2015 209 $548,055,000 +$283,070,561 -$13,163,149 +$269,907,412 SCHM, EES, SCHA, AAPL, VOE 13F-HR 14 May 2015, 13:03
Q4 2014 189 $275,424,000 +$35,715,664 -$2,688,081 +$33,027,583 EES, VOE, BSV, VUG, VOT 13F-HR 11 Feb 2015, 12:04
Q3 2014 160 $234,636,000 +$9,305,707 -$4,456,165 +$4,849,542 EES, VOE, BSV, VUG, VOT 13F-HR 12 Nov 2014, 14:38
Q2 2014 163 $233,863,000 +$31,394,987 -$14,742,336 +$16,652,651 EES, VOE, VUG, BSV, VOT 13F-HR 13 Aug 2014, 15:48
Q1 2014 153 $211,810,000 +$47,517,860 -$5,510,812 +$42,007,048 EES, VOE, VUG, VOT, BSV 13F-HR 14 May 2014, 10:57
Q4 2013 131 $167,617,000 $0 $0 $0 VOE, VUG, VOT, VO, BSV 13F-HR 11 Feb 2014, 09:30