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Value $
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$276M
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Signature - Title
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Scott Carlson - Chief Compliance Officer
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Location
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Orem, UT
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Summary
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This page shows a list of all the recent 13F filings made by FirstPurpose Wealth LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. FirstPurpose Wealth LLC reported 209 stock holdings with total value $276M as of Q1 2024. Top holdings included DFAU, DFAC, DFAI, DFCF, and BND.