Quick Takeaways
- BDO Wealth Advisors, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q2 2023.
- Latest reported holdings value: $871,874,584.
- Info
- Portfolio
13F Filings History of BDO Wealth Advisors, LLC
- Latest 13F report
- Q2 2023 - 01 Aug 2023
- Value $
- $871,874,584
- Signature - Title
- Matthew Murray - CCO
- Location
- Jacksonville, FL
- Summary
- This page shows a list of all the recent 13F filings made by BDO Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BDO Wealth Advisors, LLC reported 978 stock holdings with total value $871,874,584 as of Q2 2023. Top holdings included IEFA, RSP, EFA, IJH, and IVV.
Follow Filing Activity
Follow BDO Wealth Advisors, 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 01 Aug 2023, 14:19.
- Reported value moved from $814,381,015 to $871,874,584.
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 |
|---|---|---|---|---|---|---|---|---|
| Q2 2023 | 978 | $871,874,584 | +$60,982,219 | -$37,294,913 | +$23,687,306 | IEFA, RSP, EFA, IJH, IVV | 13F-HR | 01 Aug 2023, 14:19 |
| Q1 2023 | 1,057 | $814,381,015 | +$16,727,424 | -$50,429,484 | -$33,702,060 | IEFA, RSP, EFA, IJH, IVV | 13F-HR | 09 May 2023, 15:04 |
| Q4 2022 | 1,013 | $803,366,435 | +$62,710,422 | -$67,088,196 | -$4,377,774 | IEFA, RSP, EFA, IJH, IVV | Restatement | 30 Jan 2023, 15:23 |
| Q3 2022 | 1,014 | $751,624,000 | +$54,088,676 | -$56,247,424 | -$2,158,748 | IEFA, RSP, IJH, MINT, VCSH | Restatement | 02 Nov 2022, 15:16 |
| Q2 2022 | 1,036 | $811,399,000 | +$47,761,813 | -$40,814,813 | +$6,947,000 | IEFA, MINT, RSP, VCSH, IJH | 13F-HR | 25 Aug 2022, 10:57 |
| Q1 2022 | 1,052 | $934,284,000 | +$77,198,801 | -$38,246,972 | +$38,951,829 | IEFA, MINT, IJH, RSP, BSV | 13F-HR | 06 May 2022, 11:29 |
| Q4 2021 | 1,085 | $943,302,000 | +$28,292,751 | -$36,660,662 | -$8,367,911 | IEFA, IJH, VWO, IVV, MINT | 13F-HR | 11 Feb 2022, 11:31 |
| Q3 2021 | 1,046 | $908,247,000 | +$42,914,079 | -$22,791,981 | +$20,122,098 | IEFA, VWO, IJH, VCSH, BSV | 13F-HR | 09 Nov 2021, 11:02 |
| Q2 2021 | 1,103 | $903,127,000 | +$45,508,800 | -$30,462,152 | +$15,046,648 | IEFA, VWO, IJH, VCSH, IEMG | 13F-HR | 03 Sep 2021, 11:32 |
| Q1 2021 | 1,147 | $848,351,000 | +$161,935,219 | -$60,774,612 | +$101,160,607 | IEFA, VWO, IJH, IEMG, VCSH | 13F-HR | 14 May 2021, 11:37 |
| Q4 2020 | 917 | $710,844,000 | +$50,257,028 | -$22,707,671 | +$27,549,357 | IEFA, IVV, ITOT, IEMG, VWO | 13F-HR | 12 Feb 2021, 17:20 |
| Q3 2020 | 862 | $614,061,000 | +$44,623,470 | -$25,423,508 | +$19,199,962 | IEFA, IVV, VCSH, ITOT, IEMG | 13F-HR | 12 Nov 2020, 13:07 |
| Q2 2020 | 683 | $569,073,000 | +$36,284,432 | -$40,901,072 | -$4,616,640 | IEFA, IVV, ITOT, VCSH, IEMG | 13F-HR | 14 Aug 2020, 16:42 |
| Q1 2020 | 739 | $488,517,000 | +$172,288,709 | -$20,949,806 | +$151,338,903 | IEFA, VCSH, ITOT, IVV, BND | 13F-HR | 15 May 2020, 16:31 |
| Q4 2019 | 575 | $379,446,000 | +$16,424,611 | -$39,298,540 | -$22,873,929 | VCSH, IEFA, BND, IJH, MINT | 13F-HR | 14 Feb 2020, 14:55 |
| Q3 2019 | 616 | $389,464,000 | +$33,312,768 | -$11,226,175 | +$22,086,593 | VCSH, MINT, BND, IEFA, IJH | 13F-HR | 12 Nov 2019, 12:27 |
| Q2 2019 | 600 | $365,997,000 | +$30,409,765 | -$16,473,845 | +$13,935,920 | VCSH, BND, IJH, IEFA, MDY | 13F-HR | 09 Aug 2019, 08:02 |
| Q1 2019 | 607 | $343,290,000 | +$37,383,983 | -$12,776,864 | +$24,607,119 | VCSH, BND, IJH, MDY, MINT | 13F-HR | 15 May 2019, 13:40 |
| Q4 2018 | 538 | $290,564,000 | +$47,418,915 | -$32,016,548 | +$15,402,367 | VCSH, BND, MDY, MINT, IJH | 13F-HR | 14 Feb 2019, 17:30 |
| Q3 2018 | 616 | $309,350,000 | +$17,870,571 | -$8,207,697 | +$9,662,874 | VCSH, BND, MDY, VWO, IJH | 13F-HR | 07 Nov 2018, 10:38 |
| Q2 2018 | 637 | $291,343,000 | +$34,218,483 | -$7,209,675 | +$27,008,808 | VCSH, BND, MDY, VWO, IJH | 13F-HR | 27 Aug 2018, 10:52 |
| Q1 2018 | 566 | $264,066,000 | +$53,808,109 | -$10,075,853 | +$43,732,256 | VCSH, BND, MDY, VWO, IJH | 13F-HR | 23 May 2018, 11:16 |
| Q4 2017 | 480 | $222,696,000 | +$20,398,692 | -$7,488,660 | +$12,910,032 | BND, VCSH, MDY, VWO, IJH | 13F-HR | 13 Feb 2018, 18:31 |
| Q3 2017 | 436 | $201,662,000 | +$8,982,425 | -$43,497,492 | -$34,515,067 | BND, MDY, VCSH, IJH, VWO | 13F-HR | 08 Nov 2017, 16:58 |
| Q2 2017 | 551 | $229,043,000 | $0 | $0 | $0 | BND, MDY, VCSH, IJH, VWO | 13F-HR | 07 Aug 2017, 17:59 |