13F Filings History of Dechtman Wealth Management, LLC

Latest 13F report
Q4 2024 - 12 Feb 2025
Value $
$517,428,020
Signature - Title
Timothy Monaco - Compliance Consultant
Location
Centennial, CO
Summary
This page shows a list of all the recent 13F filings made by Dechtman Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Dechtman Wealth Management, LLC reported 65 stock holdings with total value $517,428,020 as of Q4 2024. Top holdings included IVV, VOO, SCHG, CGDV, and VO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2024 65 $517,428,020 +$110,798,221 -$47,326,518 +$63,471,703 IVV, VOO, SCHG, CGDV, VO 13F-HR 11 Feb 2025, 18:04
Q3 2024 64 $488,642,149 +$32,059,846 -$18,159,127 +$13,900,719 IVV, VOO, CGDV, SCHG, VO 13F-HR 30 Oct 2024, 17:40
Q2 2024 61 $447,406,336 +$54,729,109 -$45,394,418 +$9,334,691 IVV, VOO, CGDV, SCHG, QQQM 13F-HR 29 Jul 2024, 13:33
Q1 2024 63 $428,603,439 +$27,867,735 -$10,862,552 +$17,005,183 IVV, VOO, SCHG, SCHD, VO Restatement 24 Apr 2024, 10:41
Q4 2023 56 $380,230,000 +$45,550,525 -$40,186,117 +$5,364,408 IVV, VOO, SCHD, SCHG, VO 13F-HR 19 Jan 2024, 16:14
Q3 2023 52 $337,642,000 +$23,696,162 -$9,211,632 +$14,484,530 IVV, SCHD, VOO, SCHG, IQLT 13F-HR 16 Oct 2023, 12:48
Q2 2023 52 $335,834,599 $0 $0 $0 IVV, SCHD, VOO, SCHG, IJR 13F-HR 08 Sep 2023, 18:34