Ratio Wealth Group

13F Filings History

Latest 13F report
Q1 2024 - May 13, 2024
Value $
$537M
Signature - Title
Josh Freedman - Chief Compliance Officer
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Ratio Wealth Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ratio Wealth Group reported 80 stock holdings with total value $537M as of Q1 2024. Top holdings included VCIT, VOO, EFV, PFFD, and VIG.
Holdings Value