Transform Wealth, LLC

13F Filings History

Latest 13F report: Q1 2025 - Apr 15, 2025
Value $: $1.65B
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 $1.65B as of Q1 2025. Top holdings included POWL, AAPL, SGOV, MSFT, and NVDA.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	242	$1.65B	+$122M	-$147M	-$25.2M	POWL, AAPL, SGOV, MSFT, NVDA	13F-HR	4/15/2025, 02:44 PM
Q4 2024	260	$1.8B	+$404M	-$109M	+$294M	POWL, AAPL, MSFT, SGOV, AVGO	13F-HR	1/16/2025, 05:37 PM
Q3 2024	216	$1.51B	+$226M	-$201M	+$24.4M	POWL, AAPL, MSFT, SPY, NVDA	13F-HR	10/15/2024, 05:41 PM
Q2 2024	213	$1.33B	+$370M	-$105M	+$264M	POWL, MSFT, AAPL, SPY, BKLN	13F-HR	7/15/2024, 03:07 PM
Q1 2024	219	$1.05B	+$139M	-$195M	-$55.6M	MSFT, AAPL, SPY, IVE, AVGO	13F-HR	4/15/2024, 09:18 PM
Q4 2023	239	$1.03B	+$95.2M	-$106M	-$11.1M	AAPL, MSFT, SPY, IVE, AVGO	Restatement	2/26/2024, 07:10 PM
Q3 2023	237	$948M	+$109M	-$247M	-$138M	AAPL, MSFT, SPY, IVE, BKLN	13F-HR	10/10/2023, 09:27 PM
Q2 2023	257	$1.11B	+$166M	-$176M	-$9.91M	AAPL, MSFT, SPY, BKLN, IVE	13F-HR	7/13/2023, 09:33 PM
Q1 2023	251	$1.06B	+$305M	-$160M	+$146M	AAPL, MSFT, PSEP, SGOV, SPY	13F-HR	4/14/2023, 02:22 PM
Q4 2022	217	$892M	+$249M	-$179M	+$70.4M	PULS, AAPL, MSFT, CCOR, IVE	13F-HR	1/12/2023, 09:11 PM
Q3 2022	184	$769M	+$249M	-$108M	+$141M	JPST, AAPL, MSFT, CCOR, IVE	13F-HR	10/20/2022, 06:56 PM
Q2 2022	199	$672M	+$125M	-$214M	-$89.2M	POCT, MSFT, AAPL, QDF, IVE	13F-HR	7/15/2022, 09:56 AM
Q1 2022	221	$892M	+$118M	-$129M	-$10.6M	POWL, AAPL, MSFT, PSEP, IVE	13F-HR	4/22/2022, 08:07 PM
Q4 2021	218	$957M	+$70.9M	-$73.5M	-$2.55M	POWL, AAPL, MSFT, PJUL, IVE	13F-HR	1/25/2022, 06:32 PM
Q3 2021	223	$872M	+$162M	-$103M	+$59.3M	POWL, MSFT, AAPL, PJUL, IVE	Restatement	10/28/2021, 03:39 PM
Q2 2021	224	$819M	+$346M	-$59.3M	+$287M	MSFT, AAPL, PJUN, IVE, IVW	13F-HR	7/19/2021, 07:31 PM
Q1 2021	196	$499M	+$41M	-$52.1M	-$11.1M	IVV, IVE, AAPL, IVW, MSFT	13F-HR	4/21/2021, 05:44 PM
Q4 2020	196	$478M	+$84.5M	-$285M	-$201M	AAPL, IVV, IVW, IVE, MSFT	13F-HR	1/19/2021, 09:18 PM
Q3 2020	215	$620M	+$92.3M	-$77.1M	+$15.2M	AAPL, PSEP, MSFT, IVW, IAU	13F-HR	10/21/2020, 05:01 PM
Q2 2020	224	$584M	+$125M	-$98.5M	+$26.6M	AAPL, MSFT, PJUN, IAU, IVE	13F-HR	7/22/2020, 04:47 PM
Q1 2020	206	$469M	+$66.4M	-$102M	-$35.1M	MSFT, AAPL, IVW, XLP, SPYG	13F-HR	4/30/2020, 04:25 PM
Q4 2019	227	$631M	+$55.8M	-$37M	+$18.8M	VOO, SPY, AAPL, MSFT, IVW	13F-HR	1/24/2020, 04:44 PM
Q3 2019	210	$563M	+$49.1M	-$173M	-$124M	VOO, SPY, MSFT, XLP, IVW	13F-HR	10/24/2019, 09:37 AM
Q2 2019	231	$680M	+$250M	-$124M	+$126M	SHYG, JNK, SPLV, SPY, EMB	13F-HR	7/30/2019, 05:08 PM
Q1 2019	164	$538M	+$70.5M	-$68.8M	+$1.75M	SPY, MSFT, AM, AAPL, IVW	13F-HR	4/12/2019, 04:52 PM
Q4 2018	182	$486M	+$66.3M	-$76.3M	-$10M	SPY, MSFT, AMGP, AAPL, DIS	13F-HR	1/30/2019, 05:25 PM
Q3 2018	194	$577M	+$56.7M	-$63.2M	-$6.51M	AMGP, MSFT, AAPL, IVW, UNH	13F-HR	10/25/2018, 11:02 AM
Q2 2018	215	$553M	+$87.8M	-$67.2M	+$20.6M	AMGP, MSFT, AAPL, QDF, UNH	13F-HR	8/3/2018, 10:13 AM
Q1 2018	236	$526M	+$48.6M	-$59.2M	-$10.6M	MSFT, AAPL, QDF, CSCO, BRKB	13F-HR	5/2/2018, 08:20 PM
Q4 2017	248	$543M	+$256M	-$13.2M	+$243M	MSFT, AAPL, QDF, ACN, IVW	13F-HR	2/7/2018, 05:35 PM
Q3 2017	210	$286M	+$210M	-$15.5M	+$195M	AR, QDF, IVW, IVE, SPY	13F-HR	10/19/2017, 11:28 AM
Q2 2017	63	$88.7M	+$9.24M	-$189M	-$180M	AR, BRKB, BBT, GOOGL, AAPL	13F-HR	8/1/2017, 05:45 PM
Q1 2017	211	$267M	+$39M	-$33.4M	+$5.65M	AR, QDF, IVW, IVE, SPYV	13F-HR	5/4/2017, 11:02 AM
Q4 2016	211	$252M	+$31.1M	-$13.8M	+$17.3M	AR, QDF, IVE, SPYV, IVW	13F-HR	2/10/2017, 05:44 PM
Q3 2016	203	$233M	+$14.7M	-$24.5M	-$9.78M	AR, QDF, SPYV, IVW, IVE	13F-HR	11/7/2016, 08:30 AM
Q2 2016	209	$238M	$0	$0		AR, QDF, SPYV, IVE, IVW	13F-HR	9/14/2016, 08:25 AM

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