13F Filings History of CONSOLIDATED CAPITAL MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$330,512,520
Signature - Title
Scott Hemmann - Chief Compliance Officer
Location
Burbank, CA
Summary
This page shows a list of all the recent 13F filings made by CONSOLIDATED CAPITAL MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CONSOLIDATED CAPITAL MANAGEMENT, LLC reported 79 stock holdings with total value $330,512,520 as of Q4 2025. Top holdings included SGOV, GLD, MSFT, AAPL, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 79 $330,512,520 +$150,740,406 -$110,958,311 +$39,782,095 SGOV, GLD, MSFT, AAPL, AMZN 13F-HR 10 Feb 2026, 11:31
Q3 2025 53 $282,329,802 +$12,717,661 -$24,526,771 -$11,809,110 VIG, RSP, GLD, IYH, MSFT 13F-HR 13 Nov 2025, 17:05
Q2 2025 48 $276,716,887 +$16,247,213 -$3,219,336 +$13,027,877 RSP, VIG, GLD, MSFT, AMZN 13F-HR 16 Jul 2025, 18:00
Q1 2025 45 $240,818,816 +$83,939,718 -$65,781,001 +$18,158,717 RSP, VIG, GLD, IYH, MSFT 13F-HR 29 Apr 2025, 18:32
Q4 2024 36 $229,343,772 +$5,187,378 -$6,540,766 -$1,353,388 SPY, VIG, IYH, VDC, AMZN 13F-HR 16 Jan 2025, 11:10
Q3 2024 35 $229,134,873 +$68,683,217 -$49,320,337 +$19,362,880 SPY, VIG, IYH, VDC, MSFT 13F-HR 16 Oct 2024, 17:11
Q2 2024 39 $209,099,003 +$24,303,860 -$23,631,780 +$672,080 MSFT, IYH, AMZN, VIG, AAPL 13F-HR 16 Jul 2024, 13:30
Q1 2024 45 $208,689,832 +$11,364,723 -$3,847,929 +$7,516,794 MSFT, AMZN, META, VIG, IYH 13F-HR 03 May 2024, 20:01
Q4 2023 42 $187,544,565 +$19,295,769 -$43,881,764 -$24,585,995 MSFT, VIG, AMZN, AAPL, IYH 13F-HR 07 Feb 2024, 17:29
Q3 2023 48 $188,690,309 +$2,846 -$5,749,799 -$5,746,953 AMZN, MSFT, AAPL, META, IYH 13F-HR 10 Oct 2023, 21:14
Q2 2023 49 $203,518,312 +$2,520,713 -$2,540,092 -$19,379 MSFT, AMZN, AAPL, META, IYH 13F-HR 13 Jul 2023, 21:54
Q1 2023 48 $185,621,837 +$36,905,015 -$37,931,659 -$1,026,644 MSFT, AAPL, AMZN, IYH, META 13F-HR 11 Apr 2023, 15:30
Q4 2022 58 $167,592,635 +$13,667,965 -$8,344,361 +$5,323,604 MSFT, AAPL, V, AMZN, GOOGL 13F-HR 18 Jan 2023, 17:42
Q3 2022 56 $159,227,000 +$55,952,993 -$47,223,850 +$8,729,143 MSFT, AAPL, AMZN, V, GOOGL 13F-HR 18 Oct 2022, 18:45
Q2 2022 53 $166,740,000 +$25,661,529 -$25,651,806 +$9,723 AAPL, MSFT, V, GOOGL, QCLN 13F-HR 19 Jul 2022, 21:19
Q1 2022 48 $220,995,000 +$44,011,107 -$38,510,688 +$5,500,419 AAPL, MSFT, AMZN, GOOGL, META 13F-HR 27 Apr 2022, 17:17
Q4 2021 43 $225,640,000 +$4,659,358 -$2,500,660 +$2,158,698 AAPL, MSFT, IYH, GOOGL, V 13F-HR 21 Jan 2022, 19:09
Q3 2021 40 $212,683,000 +$11,178,990 -$13,407,985 -$2,228,995 AAPL, MSFT, GOOGL, V, IYH 13F-HR 12 Nov 2021, 10:11
Q2 2021 42 $216,596,000 +$11,434,857 -$10,228,344 +$1,206,513 AAPL, MSFT, V, AMZN, META 13F-HR 21 Jul 2021, 20:07
Q1 2021 40 $200,488,000 +$59,585,099 -$24,273,919 +$35,311,180 VDE, AAPL, V, MSFT, AMZN 13F-HR 19 Apr 2021, 09:35
Q4 2020 33 $156,572,000 +$5,090,345 -$55,852,689 -$50,762,344 AAPL, AMZN, V, MSFT, IYH 13F-HR 19 Jan 2021, 09:32
Q3 2020 32 $191,028,000 +$15,455,561 -$336,664 +$15,118,897 AAPL, AMZN, V, ZM, MSFT 13F-HR 13 Oct 2020, 11:21
Q2 2020 32 $168,293,000 +$18,516,486 -$8,167,498 +$10,348,988 AMZN, AAPL, V, MSFT, IYH 13F-HR 08 Jul 2020, 17:57
Q1 2020 32 $127,369,000 +$38,517,412 -$48,557,117 -$10,039,705 V, AAPL, AMZN, IYH, MSFT 13F-HR 23 Apr 2020, 12:12
Q4 2019 37 $150,155,000 +$3,371,048 -$5,227,120 -$1,856,072 V, SPEU, BRKB, AAPL, UNH 13F-HR 10 Jan 2020, 19:06
Q3 2019 34 $138,259,000 +$56,220 -$10,329,281 -$10,273,061 V, SPEU, BRKB, AAPL, GOOGL 13F-HR 17 Oct 2019, 14:31
Q2 2019 35 $150,555,000 +$982,262 -$17,598,338 -$16,616,076 V, SPEU, BRKB, UNH, AAPL 13F-HR 15 Jul 2019, 13:55
Q1 2019 40 $159,724,000 +$37,688,788 -$16,794,010 +$20,894,778 V, SPEU, BRKB, UNH, AMZN 13F-HR 19 Apr 2019, 14:37
Q4 2018 41 $123,296,000 +$20,717,559 -$29,960,763 -$9,243,204 BA, V, BRKB, SPEU, GOOGL 13F-HR 16 Jan 2019, 19:55
Q3 2018 42 $152,979,000 +$10,196,380 -$2,111,274 +$8,085,106 DIA, SPEU, V, BA, AAPL 13F-HR 19 Oct 2018, 17:10
Q2 2018 40 $133,840,000 +$18,889,806 -$15,606,961 +$3,282,845 DIA, SPEU, V, BA, AAPL 13F-HR 19 Jul 2018, 12:11
Q1 2018 44 $125,310,000 +$34,781,542 -$6,522,229 +$28,259,313 DIA, BA, V, AAPL, MSFT 13F-HR 18 Apr 2018, 08:37
Q4 2017 52 $96,881,000 +$12,571,341 -$1,770,090 +$10,801,251 DIA, AAPL, BA, V, GOOGL 13F-HR 23 Jan 2018, 09:02
Q3 2017 42 $78,198,000 +$6,673,280 -$664,928 +$6,008,352 DIA, AAPL, V, BA, GOOGL 13F-HR 25 Oct 2017, 13:19
Q2 2017 35 $67,367,000 +$682,903 -$491,822 +$191,081 DIA, V, GOOGL, AAPL, BA 13F-HR 04 Aug 2017, 09:26
Q1 2017 36 $64,412,000 +$39,129,901 -$27,952,256 +$11,177,645 DIA, V, AAPL, GOOGL, MMM 13F-HR 11 May 2017, 20:36
Q4 2016 35 $50,431,000 $0 $0 $0 V, GOOGL, AAPL, VDE, BRKB 13F-HR 14 Feb 2017, 12:25