13F Filings History of Transform Wealth, LLC
- Latest 13F filing
- Q1 2025 - 15 Apr 2025
- Latest reported 13F value
- $1,651,234,199
- Largest 13F holdings
- POWL AAPL SGOV MSFT NVDA AGG AMZN AVGO IVW JPM SCHB GOOGL
+8 more
VOO IVE XLF GS WMT ABBV XOM IAU - Form 13F summary
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- Transform Wealth, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Transform Wealth, LLC reported 242 equity holdings with a total reported market value of $1,651,234,199 for Q1 2025. Top reported holdings included POWL, AAPL, SGOV, MSFT, and NVDA.
- Manager signature
- Mark J. Riley - CCO
- Manager location
- Greenwood Village, CO
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2025
Latest value
$1,651,234,199
Quarter delta
-$150,293,650
Accepted
15 Apr 2025, 14:44
Rows shown
1-25 of 36
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 242 | $1,651,234,199 | +$121,795,719 | -$146,977,839 | -$25,182,120 | POWL, AAPL, SGOV, MSFT, NVDA | 13F-HR | 15 Apr 2025, 14:44 |
| Q4 2024 | 260 | $1,801,527,849 | +$403,611,135 | -$109,247,511 | +$294,363,624 | POWL, AAPL, MSFT, SGOV, AVGO | 13F-HR | 16 Jan 2025, 17:37 |
| Q3 2024 | 216 | $1,509,503,354 | +$225,907,949 | -$201,487,342 | +$24,420,607 | POWL, AAPL, MSFT, SPY, NVDA | 13F-HR | 15 Oct 2024, 17:41 |
| Q2 2024 | 213 | $1,332,441,685 | +$369,758,081 | -$105,376,416 | +$264,381,665 | POWL, MSFT, AAPL, SPY, BKLN | 13F-HR | 15 Jul 2024, 15:07 |
| Q1 2024 | 219 | $1,053,067,647 | +$139,318,505 | -$194,933,402 | -$55,614,897 | MSFT, AAPL, SPY, IVE, AVGO | 13F-HR | 15 Apr 2024, 21:18 |
| Q4 2023 | 239 | $1,025,572,983 | +$95,235,845 | -$106,355,876 | -$11,120,031 | AAPL, MSFT, SPY, IVE, AVGO | Restatement | 26 Feb 2024, 19:10 |
| Q3 2023 | 237 | $948,126,247 | +$108,823,652 | -$247,250,626 | -$138,426,974 | AAPL, MSFT, SPY, IVE, BKLN | 13F-HR | 10 Oct 2023, 21:27 |
| Q2 2023 | 257 | $1,110,610,406 | +$165,764,867 | -$175,675,613 | -$9,910,746 | AAPL, MSFT, SPY, BKLN, IVE | 13F-HR | 13 Jul 2023, 21:33 |
| Q1 2023 | 251 | $1,060,317,469 | +$305,494,423 | -$159,706,181 | +$145,788,242 | AAPL, MSFT, PSEP, SGOV, SPY | 13F-HR | 14 Apr 2023, 14:22 |
| Q4 2022 | 217 | $891,964,851 | +$249,352,694 | -$178,968,341 | +$70,384,353 | PULS, AAPL, MSFT, CCOR, IVE | 13F-HR | 12 Jan 2023, 21:11 |
| Q3 2022 | 184 | $769,215,000 | +$248,612,823 | -$108,014,133 | +$140,598,690 | JPST, AAPL, MSFT, CCOR, IVE | 13F-HR | 20 Oct 2022, 18:56 |
| Q2 2022 | 199 | $672,152,000 | +$124,724,678 | -$213,939,057 | -$89,214,379 | POCT, MSFT, AAPL, QDF, IVE | 13F-HR | 15 Jul 2022, 09:56 |
| Q1 2022 | 221 | $892,031,000 | +$118,450,331 | -$129,047,016 | -$10,596,685 | POWL, AAPL, MSFT, PSEP, IVE | 13F-HR | 22 Apr 2022, 20:07 |
| Q4 2021 | 218 | $957,438,000 | +$70,917,151 | -$73,470,861 | -$2,553,710 | POWL, AAPL, MSFT, PJUL, IVE | 13F-HR | 25 Jan 2022, 18:32 |
| Q3 2021 | 223 | $872,338,000 | +$162,161,217 | -$102,907,465 | +$59,253,752 | POWL, MSFT, AAPL, PJUL, IVE | Restatement | 28 Oct 2021, 15:39 |
| Q2 2021 | 224 | $818,969,000 | +$346,051,071 | -$59,273,144 | +$286,777,927 | MSFT, AAPL, PJUN, IVE, IVW | 13F-HR | 19 Jul 2021, 19:31 |
| Q1 2021 | 196 | $498,527,000 | +$40,976,437 | -$52,117,928 | -$11,141,491 | IVV, IVE, AAPL, IVW, MSFT | 13F-HR | 21 Apr 2021, 17:44 |
| Q4 2020 | 196 | $478,245,000 | +$84,544,776 | -$285,105,639 | -$200,560,863 | AAPL, IVV, IVW, IVE, MSFT | 13F-HR | 19 Jan 2021, 21:18 |
| Q3 2020 | 215 | $620,257,000 | +$92,313,481 | -$77,102,357 | +$15,211,124 | AAPL, PSEP, MSFT, IVW, IAU | 13F-HR | 21 Oct 2020, 17:01 |
| Q2 2020 | 224 | $583,814,000 | +$125,060,580 | -$98,494,657 | +$26,565,923 | AAPL, MSFT, PJUN, IAU, IVE | 13F-HR | 22 Jul 2020, 16:47 |
| Q1 2020 | 206 | $469,008,000 | +$66,407,902 | -$101,555,087 | -$35,147,185 | MSFT, AAPL, IVW, XLP, SPYG | 13F-HR | 30 Apr 2020, 16:25 |
| Q4 2019 | 227 | $630,630,000 | +$55,803,490 | -$36,996,229 | +$18,807,261 | VOO, SPY, AAPL, MSFT, IVW | 13F-HR | 24 Jan 2020, 16:44 |
| Q3 2019 | 210 | $563,422,000 | +$49,087,865 | -$173,268,283 | -$124,180,418 | VOO, SPY, MSFT, XLP, IVW | 13F-HR | 24 Oct 2019, 09:37 |
| Q2 2019 | 231 | $680,297,000 | +$250,163,820 | -$124,299,238 | +$125,864,582 | SHYG, JNK, SPLV, SPY, EMB | 13F-HR | 30 Jul 2019, 17:08 |
| Q1 2019 | 164 | $538,209,000 | +$70,516,474 | -$68,766,356 | +$1,750,118 | SPY, MSFT, AM, AAPL, IVW | 13F-HR | 12 Apr 2019, 16:52 |