Quick Takeaways
- Transform Wealth, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2025.
- Latest reported holdings value: $1,651,234,199.
- Info
- Portfolio
13F Filings History of Transform Wealth, LLC
- Latest 13F report
- Q1 2025 - 15 Apr 2025
- Value $
- $1,651,234,199
- Signature - Title
- Mark J. Riley - CCO
- Location
- Greenwood Village, CO
- Summary
- This page shows a list of all the recent 13F filings made by Transform Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Transform Wealth, LLC reported 242 stock holdings with total value $1,651,234,199 as of Q1 2025. Top holdings included POWL, AAPL, SGOV, MSFT, and NVDA.
Follow Filing Activity
Follow Transform Wealth, 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 15 Apr 2025, 14:44.
- Reported value moved from $1,801,527,849 to $1,651,234,199.
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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Q4 2018 | 182 | $486,027,000 | +$66,253,482 | -$76,256,965 | -$10,003,483 | SPY, MSFT, AMGP, AAPL, DIS | 13F-HR | 30 Jan 2019, 17:25 |
| Q3 2018 | 194 | $576,512,000 | +$56,712,418 | -$63,220,499 | -$6,508,081 | AMGP, MSFT, AAPL, IVW, UNH | 13F-HR | 25 Oct 2018, 11:02 |
| Q2 2018 | 215 | $552,823,000 | +$87,796,125 | -$67,225,396 | +$20,570,729 | AMGP, MSFT, AAPL, QDF, UNH | 13F-HR | 03 Aug 2018, 10:13 |
| Q1 2018 | 236 | $526,091,000 | +$48,607,631 | -$59,236,772 | -$10,629,141 | MSFT, AAPL, QDF, CSCO, BRKB | 13F-HR | 02 May 2018, 20:20 |
| Q4 2017 | 248 | $542,574,000 | +$255,840,296 | -$13,206,111 | +$242,634,185 | MSFT, AAPL, QDF, ACN, IVW | 13F-HR | 07 Feb 2018, 17:35 |
| Q3 2017 | 210 | $286,411,000 | +$210,229,014 | -$15,487,618 | +$194,741,396 | AR, QDF, IVW, IVE, SPY | 13F-HR | 19 Oct 2017, 11:28 |
| Q2 2017 | 63 | $88,707,000 | +$9,237,433 | -$189,140,128 | -$179,902,695 | AR, BRKB, BBT, GOOGL, AAPL | 13F-HR | 01 Aug 2017, 17:45 |
| Q1 2017 | 211 | $267,267,000 | +$39,011,753 | -$33,363,352 | +$5,648,401 | AR, QDF, IVW, IVE, SPYV | 13F-HR | 04 May 2017, 11:02 |
| Q4 2016 | 211 | $252,100,000 | +$31,141,246 | -$13,814,415 | +$17,326,831 | AR, QDF, IVE, SPYV, IVW | 13F-HR | 10 Feb 2017, 17:44 |
| Q3 2016 | 203 | $232,773,000 | +$14,689,545 | -$24,466,322 | -$9,776,777 | AR, QDF, SPYV, IVW, IVE | 13F-HR | 07 Nov 2016, 08:30 |
| Q2 2016 | 209 | $237,879,000 | $0 | $0 | $0 | AR, QDF, SPYV, IVE, IVW | 13F-HR | 14 Sep 2016, 08:25 |