13F Filings History of CORBETT ROAD CAPITAL MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Signature - Title
Lance Whittemore - Chief Compliance Officer
Location
Mclean, VA
Summary
This page shows a list of all the recent 13F filings made by CORBETT ROAD CAPITAL MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CORBETT ROAD CAPITAL MANAGEMENT, LLC reported 87 stock holdings with total value $58,089,000 as of Q2 2022. Top holdings included SHV, VOO, AGG, IVV, and VGT. Spire Wealth Management is reporting for CORBETT ROAD CAPITAL MANAGEMENT, LLC.

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Holdings Value

Spire Wealth Management is reporting for CORBETT ROAD CAPITAL MANAGEMENT, LLC:

Name Holdings Value Location File Number
Spire Wealth Management $2,986,055,473 Mclean, VA 028-21171
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 $0 13F-NT 14 Jan 2026, 12:27
Q3 2025 $0 13F-NT 23 Oct 2025, 11:31
Q2 2025 $0 13F-NT 04 Aug 2025, 10:27
Q2 2024 $0 13F-NT 25 Jul 2024, 12:35
Q1 2024 $0 13F-NT 23 Apr 2024, 17:04
Q4 2023 0 $0 13F-NT 23 Jan 2024, 10:05
Q3 2023 0 $0 13F-NT 08 Nov 2023, 11:20
Q2 2023 0 $0 13F-NT 08 Aug 2023, 14:42
Q1 2023 0 $0 13F-NT 09 May 2023, 13:41
Q4 2022 0 $0 13F-NT 03 Feb 2023, 09:13
Q3 2022 0 $0 13F-NT 07 Nov 2022, 09:54
Q2 2022 87 $58,089,000 +$26,137,987 -$35,843,371 -$9,705,384 SHV, VOO, AGG, IVV, VGT 13F-HR 10 Aug 2022, 13:12
Q1 2022 93 $77,278,000 +$33,074,264 -$10,252,952 +$22,821,312 OPPX, IVV, VGT, AGG, VOO 13F-HR 10 May 2022, 09:37
Q4 2021 96 $58,295,000 +$2,448,282 -$5,410,556 -$2,962,274 IVV, VGT, AGG, FBND, FIXD 13F-HR 04 Feb 2022, 08:44
Q3 2021 97 $57,337,000 +$6,084,984 -$4,923,245 +$1,161,739 AGG, IVV, VGT, FIXD, HTRB 13F-HR 05 Nov 2021, 10:48
Q2 2021 101 $56,617,000 +$6,742,943 -$20,344,693 -$13,601,750 AGG, IVV, GTO, HTRB, FBND 13F-HR 27 Jul 2021, 09:23
Q1 2021 99 $67,234,000 +$10,822,299 -$52,587,467 -$41,765,168 IVV, AGG, GTO, FBND, FIXD 13F-HR 26 Apr 2021, 11:27
Q4 2020 108 $105,440,434 +$18,516,542 -$27,787,528 -$9,270,986 IVV, AGG, GTO, FIXD, FBND 13F-HR 05 Feb 2021, 10:55
Q3 2020 120 $104,747,000 +$8,308,334 -$12,596,307 -$4,287,973 AGG, IVV, VGT, IJH, IVE 13F-HR 29 Oct 2020, 14:27
Q2 2020 116 $104,234,000 +$29,728,854 -$3,662,711 +$26,066,143 AGG, IVV, IJH, IVE, VGT 13F-HR 23 Jul 2020, 07:59
Q1 2020 66 $70,229,000 +$24,860,567 -$47,413,461 -$22,552,894 AGG, IVV, IVE, IJH, BSV 13F-HR 22 Apr 2020, 11:01
Q4 2019 112 $101,330,000 $0 $0 $0 IVV, AGG, LQD, BSV, EMB 13F-HR 11 Feb 2020, 14:37