Three Seasons Wealth, LLC

Q3 2023 13F Holdings Report, Stock Holdings

Signature - Title
Tory Parke - President
Location
Salt Lake City, UT
Holdings as of
30 Sep 2023
Value $
$101,374,544
Num holdings
55
Filing time
04 Apr 2025, 16:11:24 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included GSST, JPST, GBIL, AMZN, and IVV.
Next filing
Q4 2023 - 04 Apr 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Tory Parke President Salt Lake City, Utah 04 Apr 2025

Other Included Managers (1):

Num Name Location File Number
1 POLEN CAPITAL MANAGEMENT LLC Boca Raton, FL 028-03687