TPB WEALTH ADVISORS

13F Filings History

Latest 13F report: Q1 2023 - May 23, 2023
Value $: $183M
Signature - Title: Susan B Gomez - Financial Advisor
Location: San Antonio, TX
Summary: This page shows a list of all the recent 13F filings made by TPB WEALTH ADVISORS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TPB WEALTH ADVISORS reported 37 stock holdings with total value $183M as of Q1 2023. Top holdings included IVV, TLT, IWB, TIP, and IAU.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2023	37	$183M	+$33.6M	-$53.8M	-$20.2M	IVV, TLT, IWB, TIP, IAU	13F-HR	5/22/2023, 05:31 PM
Q4 2022	46	$194M	+$66M	-$92.2M	-$26.2M	IVV, IWB, TLT, VOO, ORLY	13F-HR	2/8/2023, 12:50 PM
Q3 2022	45	$210M	+$28.1M	-$30.9M	-$2.86M	IVV, TLT, GSG, TIP, ORLY	Restatement	11/18/2022, 10:42 AM
Q2 2022	49	$221M	+$14.8M	-$17.3M	-$2.5M	IVV, TLT, TIP, JNK, KWEB	13F-HR	7/29/2022, 04:41 PM
Q1 2022	43	$267M	+$85.9M	-$13.2M	+$72.7M	IVV, TLT, JNK, TIP, RPV	13F-HR	5/11/2022, 12:18 PM
Q4 2021	49	$205M	+$70.9M	-$9.31M	+$61.6M	IVV, TLT, JNK, TIP, AAPL	13F-HR	2/14/2022, 05:47 PM
Q3 2021	38	$138M	+$7.02M	-$21.7M	-$14.7M	IVV, JNK, TLT, TIP, AAPL	13F-HR	11/15/2021, 03:30 PM
Q2 2021	38	$155M	+$14.3M	-$1.9M	+$12.4M	IVV, JNK, TIP, TLT, BLDG	13F-HR	8/16/2021, 03:45 PM
Q1 2021	33	$106M	+$25.1M	-$8.34M	+$16.8M	IVV, TIP, TLT, VGLT, BLDG	13F-HR	4/19/2021, 05:22 PM
Q4 2020	27	$101M	$0	$0		IVV, TIP, TLT, JNK, AAPL	13F-HR	2/23/2021, 05:30 PM

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