13F Filings History of Southern Wealth Management, LLP

Latest 13F report
Q1 2023 - 12 May 2023
Value $
$257,568,696
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 $257,568,696 as of Q1 2023. Top holdings included IEFA, SCHC, VUG, IEMG, and IWF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2023 61 $257,568,696 +$6,076,268 -$12,683,629 -$6,607,361 IEFA, SCHC, VUG, IEMG, IWF 13F-HR 12 May 2023, 10:42
Q4 2022 59 $248,894,740 +$19,570,714 -$26,258,560 -$6,687,846 IEFA, SCHC, VUG, IEMG, IWF 13F-HR 13 Feb 2023, 14:23
Q3 2022 58 $248,609,000 +$44,870,612 -$51,910,390 -$7,039,778 IEFA, VUG, SCHC, IWF, EEMV 13F-HR 14 Nov 2022, 08:37
Q2 2022 55 $261,079,000 +$53,425,147 -$52,171,719 +$1,253,428 FPE, VUG, EEMV, SCZ, IWF 13F-HR 11 Aug 2022, 11:55
Q1 2022 57 $307,034,000 +$113,902,418 -$39,144,170 +$74,758,248 VUG, IEFA, SCZ, FPEI, VTI 13F-HR 16 May 2022, 10:22
Q4 2021 56 $252,706,000 +$7,896,976 -$109,592,177 -$101,695,201 FPE, VUG, IWF, VOO, EFV 13F-HR 10 Feb 2022, 14:48
Q3 2021 55 $340,128,000 +$2,512,691 -$558,153 +$1,954,538 VUG, FPE, SCHC, IEFA, EEMV 13F-HR 15 Nov 2021, 11:30
Q2 2021 55 $346,727,000 +$28,777,297 -$7,522,286 +$21,255,011 VUG, FPE, SCHC, IEFA, EEMV 13F-HR 13 Aug 2021, 15:43
Q1 2021 55 $303,599,000 +$31,671,804 -$3,719,029 +$27,952,775 VUG, FPE, EFAV, SCHC, EEMV 13F-HR 17 May 2021, 09:38
Q4 2020 57 $263,786,000 +$12,685,440 -$54,549,670 -$41,864,230 VUG, EFAV, FPE, SCHC, EEMV 13F-HR 16 Feb 2021, 12:05
Q3 2020 52 $271,399,000 +$94,106,522 -$349,464,433 -$255,357,911 VUG, EFAV, USMV, IVV, EEMV 13F-HR 25 Nov 2020, 17:02
Q2 2020 58 $514,468,000 +$36,504,271 -$110,816,483 -$74,312,212 LII, EFAV, VUG, SCHC, EEMV 13F-HR 14 Aug 2020, 10:24
Q1 2020 55 $480,180,000 +$96,682,432 -$16,391,392 +$80,291,040 LII, EFV, SCZ, VUG, ACWX 13F-HR 14 May 2020, 11:57
Q4 2019 57 $533,255,000 $0 $0 $0 LII, EFV, VUG, SCZ, USMV 13F-HR 14 May 2020, 11:56