Engrave Wealth Partners LLC

13F Filings History

Latest 13F report
Q4 2023 - Jan 16, 2024
Value $
$350M
Signature - Title
Taylor Parker - Chief Compliance Officer
Location
The Woodlands, TX
Summary
This page shows a list of all the recent 13F filings made by Engrave Wealth Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Engrave Wealth Partners LLC reported 80 stock holdings with total value $350M as of Q4 2023. Top holdings included XOM, DSTL, VOO, VUG, and GSST.
Holdings Value