13F Filings History of ML & R WEALTH MANAGEMENT LLC

Latest 13F report
Q1 2024 - 14 May 2024
Value $
$435M
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 $435M 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 $435M +$1.77M -$43M -$41.2M DFUS, DFUV, DFAT, DFAS, DFIV 13F-HR 14 May 2024, 14:59
Q4 2023 73 $442M +$19.1M -$1.79M +$17.3M DFUS, DFUV, DFAT, DFAS, DFIV 13F-HR 09 Feb 2024, 15:28
Q3 2023 68 $383M +$8.82M -$68.6M -$59.7M DFUS, DFUV, DFAS, DFAT, DFIV 13F-HR 02 Nov 2023, 12:16
Q2 2023 95 $453M +$71.5M -$11.7M +$59.8M DFUS, DFUV, DFAS, DFAT, DFIV 13F-HR 08 Aug 2023, 16:30
Q1 2023 72 $374M +$27.6M -$1.79M +$25.8M DFUS, DFUV, DFAS, DFAT, DFIV 13F-HR 05 May 2023, 16:23
Q4 2022 58 $335M +$19.2M -$9.82M +$9.42M DFUS, DFUV, DFAS, DFAT, DFIV 13F-HR 06 Feb 2023, 11:58
Q3 2022 67 $296M +$85.8M -$865K +$84.9M DFUS, DFUV, DFAT, DFAS, DFIV 13F-HR 26 Oct 2022, 15:33
Q2 2022 53 $222M +$11.1M -$18.4M -$7.28M DFUS, DFAT, DFAS, DFIV, DFAC 13F-HR 25 Jul 2022, 15:39
Q1 2022 53 $271M +$14.9M -$1.79M +$13.2M DFUS, DFAT, DFAS, DFIV, DFAC 13F-HR 18 Apr 2022, 14:11
Q4 2021 51 $269M $0 $0 DFUS, DFAS, DFAT, DFIV, DFAC 13F-HR 02 Feb 2022, 15:51