Three Seasons Wealth, LLC has disclosed its latest investment holdings in a filing with the SEC, reporting a total value of $1,124,715,957 as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and the sectors in which it is actively investing.

The report, filed on November 3, 2026, reveals that the firm has made substantial investments in some of the largest companies in the technology sector, including Apple Inc., Amazon.com Inc., and Alphabet Inc. This strategic positioning indicates a strong belief in the growth potential of these companies, which are pivotal players in the tech landscape.

Background

Three Seasons Wealth, LLC is a financial services firm based in Salt Lake City, Utah. The company is categorized under the SIC description for financial services, focusing on wealth management and investment strategies. The firm has been active in filing with the SEC, with its most recent filings including Form 13F-HR, which details its holdings and investment strategies.

What the Filing Says

The filing indicates that Three Seasons Wealth holds a total of 171 positions, reflecting a diverse investment portfolio. This includes significant stakes in major corporations, with the largest individual investment being in Apple Inc., amounting to over $163 million. Other notable investments include Amazon and Alphabet, showcasing the firm's focus on technology and consumer discretionary sectors.

Impact

The information disclosed in this filing may have implications for various stakeholders, including investors and analysts. Understanding the investment choices of firms like Three Seasons Wealth can provide insights into market trends and potential shifts in investor sentiment. This is particularly relevant in the financial services industry, where investment strategies can influence broader market dynamics.

What's Next

As of now, the filing does not specify any upcoming actions or changes in strategy. Investors and market watchers will likely keep an eye on future filings to gauge how Three Seasons Wealth adjusts its portfolio in response to market conditions.