Quick Takeaways
- SVA Wealth Management, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2020.
- Latest reported holdings value: $1,147,230,000.
- Info
- Portfolio
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.
Follow Filing Activity
Follow SVA Wealth Management, LLC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 04 Feb 2021, 16:38.
- Reported value moved from $1,009,204,000 to $1,147,230,000.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| 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 |