13F Filings History of Red Tortoise LLC

Latest 13F report
Q3 2025 - 22 Oct 2025
Value $
$227,976,544
Signature - Title
Bill McVay - CCO
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Red Tortoise LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Red Tortoise LLC reported 585 stock holdings with total value $227,976,544 as of Q3 2025. Top holdings included SCHF, FNDF, IVV, SCHE, and IEFA.

Notify me when Red Tortoise LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 585 $227,976,544 +$13,917,714 -$3,819,460 +$10,098,254 SCHF, FNDF, IVV, SCHE, IEFA 13F-HR 22 Oct 2025, 13:11
Q2 2025 590 $204,848,225 +$10,574,628 -$11,711,771 -$1,137,143 SCHF, FNDF, IVV, VGLT, SCHE 13F-HR 22 Jul 2025, 11:31
Q1 2025 573 $191,664,609 +$4,309,175 -$5,637,626 -$1,328,451 SCHF, FNDF, IVV, VGLT, SCHE 13F-HR 25 Apr 2025, 15:37
Q4 2024 582 $190,744,817 +$30,587,497 -$1,857,578 +$28,729,919 SCHF, FNDF, IVV, VGLT, SCHE 13F-HR 24 Jan 2025, 13:33
Q3 2024 562 $198,582,626 +$3,810,576 -$1,075,844 +$2,734,732 SCHF, FNDF, IVV, VGLT, SCHE 13F-HR 28 Oct 2024, 11:10
Q2 2024 571 $183,407,532 +$5,722,778 -$2,188,568 +$3,534,210 SCHF, FNDF, IVV, SCHE, VGLT 13F-HR 31 Jul 2024, 12:57
Q1 2024 554 $179,071,128 +$3,870,095 -$11,216,583 -$7,346,488 SCHF, FNDF, IVV, VGLT, SCHE 13F-HR 19 Apr 2024, 15:20
Q4 2023 524 $176,756,632 +$16,936,747 -$2,438,070 +$14,498,677 SCHF, FNDF, IEFA, IVV, SCHE 13F-HR 31 Jan 2024, 12:10
Q3 2023 547 $149,243,403 +$5,272,993 -$8,700,646 -$3,427,653 SCHF, FNDF, SCHE, VGLT, IVV 13F-HR 02 Nov 2023, 16:18
Q2 2023 545 $159,222,347 +$8,349,852 -$2,476,471 +$5,873,381 SCHF, FNDF, SCHE, VGLT, IVV 13F-HR 26 Jul 2023, 11:50
Q1 2023 557 $148,706,471 +$7,312,518 -$9,834,951 -$2,522,433 SCHF, FNDF, SCHE, VGLT, IVV 13F-HR 16 May 2023, 16:35
Q4 2022 580 $144,229,681 +$36,334,192 -$10,543,363 +$25,790,829 SCHF, FNDF, SCHE, MUB, IVV 13F-HR 01 Feb 2023, 14:03
Q2 2022 62 $118,516,000 +$12,881,666 -$6,457,309 +$6,424,357 SCHF, FNDF, SCHE, IVV, SCHO 13F-HR 09 Aug 2022, 12:31
Q1 2022 63 $128,972,000 +$14,205,645 -$10,791,240 +$3,414,405 SCHF, FNDF, SCHE, IVV, QUAL 13F-HR 15 Apr 2022, 16:46
Q4 2021 64 $135,598,000 +$10,395,589 -$34,264,373 -$23,868,784 SCHF, FNDF, SCHE, IVV, QUAL 13F-HR 10 Feb 2022, 15:16
Q3 2021 542 $56,760,000 $0 $0 $0 IVV, MUB, VTV, IWD, FNDX 13F-HR 07 Nov 2022, 13:43