Southern Wealth Management, LLP

13F Filings History

Latest 13F report
Q1 2023 - May 12, 2023
Value $
$258M
Signature - Title
Tom Gile - Partner
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Southern Wealth Management, LLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Southern Wealth Management, LLP reported 61 stock holdings with total value $258M as of Q1 2023. Top holdings included IEFA, SCHC, VUG, IEMG, and IWF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2023 61 $258M +$6.08M -$12.7M -$6.61M IEFA, SCHC, VUG, IEMG, IWF 13F-HR 5/12/2023, 10:42 AM
Q4 2022 59 $249M +$19.6M -$26.3M -$6.69M IEFA, SCHC, VUG, IEMG, IWF 13F-HR 2/13/2023, 02:23 PM
Q3 2022 58 $249M +$44.9M -$51.9M -$7.04M IEFA, VUG, SCHC, IWF, EEMV 13F-HR 11/14/2022, 08:37 AM
Q2 2022 55 $261M +$53.4M -$52.2M +$1.25M FPE, VUG, EEMV, SCZ, IWF 13F-HR 8/11/2022, 11:55 AM
Q1 2022 57 $307M +$114M -$39.1M +$74.8M VUG, IEFA, SCZ, FPEI, VTI 13F-HR 5/16/2022, 10:22 AM
Q4 2021 56 $253M +$7.9M -$110M -$102M FPE, VUG, IWF, VOO, EFV 13F-HR 2/10/2022, 02:48 PM
Q3 2021 55 $340M +$2.51M -$558K +$1.95M VUG, FPE, SCHC, IEFA, EEMV 13F-HR 11/15/2021, 11:30 AM
Q2 2021 55 $347M +$28.8M -$7.52M +$21.3M VUG, FPE, SCHC, IEFA, EEMV 13F-HR 8/13/2021, 03:43 PM
Q1 2021 55 $304M +$31.7M -$3.72M +$28M VUG, FPE, EFAV, SCHC, EEMV 13F-HR 5/17/2021, 09:38 AM
Q4 2020 57 $264M +$12.7M -$54.5M -$41.9M VUG, EFAV, FPE, SCHC, EEMV 13F-HR 2/16/2021, 12:05 PM
Q3 2020 52 $271M +$94.1M -$349M -$255M VUG, EFAV, USMV, IVV, EEMV 13F-HR 11/25/2020, 05:02 PM
Q2 2020 58 $514M +$36.5M -$111M -$74.3M LII, EFAV, VUG, SCHC, EEMV 13F-HR 8/14/2020, 10:24 AM
Q1 2020 55 $480M +$96.7M -$16.4M +$80.3M LII, EFV, SCZ, VUG, ACWX 13F-HR 5/14/2020, 11:57 AM
Q4 2019 57 $533M $0 $0 LII, EFV, VUG, SCZ, USMV 13F-HR 5/14/2020, 11:56 AM