Three Seasons Wealth, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$262.0M
Q ending 2026-03-31
Prior quarter
$1.05B
Q ending 2025-12-31
Change
-75.0% QoQ · +29.8% YoY
Positions
187
reported holdings

Largest positions

Top 100 of 187 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Proshares TrSHShares$20.5M541K
Spdr Gold TrGLDShares$11.0M26K
Spdr Series TrustBILShares$7.8M85K
Goldman Sachs Etf TrGSSTShares$7.5M148K
J P Morgan Exchange Traded FJPSTShares$7.3M144K
Amazon Com IncAMZNShares$5.3M26K
Innovator Etfs TrustPNOVShares$5.2M127K
Ishares TrIYMShares$5.1M29K
Lam Research CorpLRCXShares$5.1M24K
Ishares TrIYZShares$5.0M128K
Proshares TrSDSShares$5.0M66K
Ishares TrIYJShares$4.6M31K
Ishares TrIVVShares$4.4M7K
Ishares TrIYEShares$4.2M65K
Nvidia CorporationNVDAShares$4.0M23K
Invesco Qqq TrQQQShares$3.9M7K
Alphabet IncGOOGShares$3.6M13K
Ishares TrIWMShares$3.5M14K
Ishares TrIJSShares$3.5M29K
Warner Bros Discovery IncWBDShares$3.4M125K
Apple IncAAPLShares$3.4M13K
Microsoft CorpMSFTShares$3.2M9K
Micron Technology IncMUShares$3.1M9K
Seagate Technology Hldngs PlShares$3.0M8K
Albemarle CorpALBShares$2.7M15K
Applied Matls IncAMATShares$2.6M8K
Exelixis IncEXELShares$2.6M60K
Teradyne IncTERShares$2.4M8K
Innovator Etfs TrustPOCTShares$2.4M57K
Berkshire Hathaway Inc DelBRK/BShares$2.3M5K
Innovator Etfs TrustBNOVShares$2.3M54K
Ishares TrIJKShares$2.2M22K
Visa IncVShares$2.2M7K
Shopify IncSHOPShares$2.2M18K
Vanguard Bd Index FdsBNDShares$2.1M29K
Broadcom IncAVGOShares$2.1M7K
Mastercard IncorporatedMAShares$2.0M4K
Alphabet IncGOOGLShares$2.0M7K
Ishares TrIVWShares$1.9M17K
Arista Networks IncANETShares$1.9M15K
Oracle CorpORCLShares$1.9M13K
Eli Lilly & CoLLYShares$1.8M2K
Western Digital CorpWDCShares$1.6M6K
Expedia Group IncEXPEShares$1.6M7K
First Tr Exchange-Traded AlpFYXShares$1.6M13K
Qualcomm IncQCOMShares$1.5M11K
Salesforce IncCRMShares$1.5M8K
Ishares TrIJHShares$1.4M21K
Altria Group IncMOShares$1.4M21K
Bristol-Myers Squibb CoBMYShares$1.4M23K
First Tr Exchange-Traded FdFXLShares$1.4M9K
Servicenow IncNOWShares$1.4M13K
Ishares TrEEMShares$1.3M22K
Intel CorpINTCShares$1.2M27K
Meta Platforms IncMETAShares$1.2M2K
C H Robinson Worldwide InCHRWShares$1.1M7K
Netflix Inc.NFLXShares$1.1M12K
First Tr Exchange-Traded AlpFTCShares$1.1M7K
Synopsys IncSNPSShares$1.1M3K
Costar Group IncCSGPShares$1.1M27K
Caterpillar IncCATShares$1.1M1K
Sprouts Fmrs Mkt IncSFMShares$1.0M14K
National Fuel Gas CoNFGShares$1.0M11K
Lantheus Hldgs IncLNTHShares$1.0M13K
Chevron CorporationCVXShares$1.0M5K
Healthequity IncHQYShares$1000K12K
Pacira Biosciences IncPCRXShares$991K44K
Innovator Etfs TrustPDECShares$975K23K
Monolithic Pwr Sys IncMPWRShares$963K879
Zoetis IncZTSShares$959K8K
Cardinal Health IncCAHShares$944K4K
Msci IncMSCIShares$936K2K
Ishares TrIJRShares$910K7K
Lumentum Hldgs IncLITEShares$901K1K
Innovator Etfs TrustZSEPShares$883K33K
Ishares Bitcoin Trust EtfIBITShares$878K23K
Corning IncGLWShares$870K6K
Prestige Consmr Healthcare IPBHShares$855K14K
Starbucks CorpSBUXShares$840K9K
Kla CorpKLACShares$820K557
Roivant Sciences LtdShares$819K30K
Cencora IncCORShares$799K3K
Marzetti CompanyMZTIShares$799K6K
Idexx Labs IncIDXXShares$783K1K
Invesco Exch Traded Fd Tr IiQQQMShares$769K3K
Intuitive Surgical IncISRGShares$739K2K
Newmont CorpNEMShares$734K7K
Aon PlcShares$727K2K
Phillips 66PSXShares$721K4K
Berkshire Hathaway Inc DelBRK/AShares$718K1
Amkor Technology IncAMKRShares$704K16K
Echostar CorpECHOShares$684K6K
First Tr Exchange-Traded AlpFTAShares$679K7K
Spdr Series TrustSPYMShares$672K9K
Huntington Ingalls Inds IncHIIShares$667K2K
General Mtrs CoGMShares$663K9K
Tapestry IncTPRShares$657K5K
Dupont De Nemours IncDDUSDShares$648K14K
Innovator Etfs TrustBFEBShares$645K14K
Cummins IncCMIShares$643K1K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.