BT Wealth Management LLC
13F Portfolio Filings
Most recent 13F Q2 2022Location atlanta, GACIK 0001767863All SEC filings
Q2 2022 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
65 | $356.38M | IWB, IVV, VIG, RSP | RESTATEMENT | Jul 26, 2022 | 000139834422014105 | ||
68 | $384.31M | IWB, IVV, VIG, RSP | 13F-HR | Apr 21, 2022 | 000139834422007608 | ||
70 | $369.98M | IWB, IVV, VIG, RSP | 13F-HR | Feb 11, 2022 | 000139834422002760 | ||
55 | $321.97M | IWB, IVV, VIG, RSP | 13F-HR | Nov 1, 2021 | 000139834421020725 | ||
59 | $329.9M | IWB, VIG, IVV, RSP | 13F-HR | Jul 28, 2021 | 000139834421014938 | ||
62 | $300.56M | IWB, VIG, IVV, RSP | 13F-HR | May 6, 2021 | 000139834421009855 | ||
62 | $268.98M | IWB, VIG, IVV, RSP | 13F-HR | Feb 4, 2021 | 000139834421002320 | ||
59 | $230.17M | IWB, VIG, IVV, RSP | 13F-HR | Oct 23, 2020 | 000139834420020576 | ||
55 | $197.32M | IWB, VIG, IVV, SPY | 13F-HR | Jul 21, 2020 | 000139834420014050 | ||
55 | $174.67M | IWB, VIG, IVV, SPY | 13F-HR | Apr 29, 2020 | 000139834420008735 | ||
65 | $196.44M | IWB, IVV, SPY, VEA | 13F-HR | Jan 13, 2020 | 000139834420000626 | ||
53 | $179.23M | IWB, SPY, IVV, VEA | 13F-HR | Oct 11, 2019 | 000139834419017783 | ||
54 | $173.03M | IWB, SPY, IVV, VEA | 13F-HR | Aug 12, 2019 | 000158064219003638 | ||
57 | $169.75M | IWB, SPY, VEA, IVV | 13F-HR | Apr 15, 2019 | 000158064219001891 | ||
105 | $232.08M | IWB, SPY, IVV, VEA | 13F-HR | Feb 15, 2019 | 000158064219000857 |