13F Filings History of ML & R WEALTH MANAGEMENT LLC

Latest 13F report
Q1 2024 - 14 May 2024
Value $
$435,177,144
Signature - Title
Sarah Wasaff - Chief Compliance Officer
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by ML & R WEALTH MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ML & R WEALTH MANAGEMENT LLC reported 70 stock holdings with total value $435,177,144 as of Q1 2024. Top holdings included DFUS, DFUV, DFAT, DFAS, and DFIV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2024 70 $435,177,144 +$1,769,959 -$43,006,448 -$41,236,489 DFUS, DFUV, DFAT, DFAS, DFIV 13F-HR 14 May 2024, 14:59
Q4 2023 73 $441,668,498 +$19,068,650 -$1,786,031 +$17,282,619 DFUS, DFUV, DFAT, DFAS, DFIV 13F-HR 09 Feb 2024, 15:28
Q3 2023 68 $382,945,410 +$8,824,891 -$68,566,128 -$59,741,237 DFUS, DFUV, DFAS, DFAT, DFIV 13F-HR 02 Nov 2023, 12:16
Q2 2023 95 $453,384,386 +$71,486,592 -$11,667,074 +$59,819,518 DFUS, DFUV, DFAS, DFAT, DFIV 13F-HR 08 Aug 2023, 16:30
Q1 2023 72 $373,842,826 +$27,588,832 -$1,786,493 +$25,802,339 DFUS, DFUV, DFAS, DFAT, DFIV 13F-HR 05 May 2023, 16:23
Q4 2022 58 $334,567,967 +$19,245,611 -$9,824,835 +$9,420,776 DFUS, DFUV, DFAS, DFAT, DFIV 13F-HR 06 Feb 2023, 11:58
Q3 2022 67 $295,713,000 +$85,757,802 -$864,644 +$84,893,158 DFUS, DFUV, DFAT, DFAS, DFIV 13F-HR 26 Oct 2022, 15:33
Q2 2022 53 $222,440,000 +$11,146,208 -$18,421,727 -$7,275,519 DFUS, DFAT, DFAS, DFIV, DFAC 13F-HR 25 Jul 2022, 15:39
Q1 2022 53 $270,790,000 +$14,942,620 -$1,792,005 +$13,150,615 DFUS, DFAT, DFAS, DFIV, DFAC 13F-HR 18 Apr 2022, 14:11
Q4 2021 51 $269,084,000 $0 $0 $0 DFUS, DFAS, DFAT, DFIV, DFAC 13F-HR 02 Feb 2022, 15:51