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CIK: 0001992316
Total reported value
$517.4M
$517.4M
63 檔
54.0%
According to the latest 13F quarterly dataset, Dechtman Wealth Management, LLC managed an equity portfolio of $517.4M at the end of Q1 2024, spanning 63 distinct U.S. exchange-listed positions.
During Q1 2024, Dechtman Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 23.38% | — | +0.43% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.98% | — | +11.25% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 10.97% | — | +7.33% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.66% | — | -17.69% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.14% | — | +2.63% | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 5.52% | — | -4.71% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-Other | 5.12% | — | +6.60% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.99% | — | -2.61% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.85% | — | +34.72% | |
| 10 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.73% | — | -1.01% | |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.24% | — | -1.90% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.23% | — | -6.06% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | — | -1.30% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | — | -0.64% | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.58% | — | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | — | +293.61% | |
| 17 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.49% | — | — | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.41% | — | +0.32% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | — | +66.77% | |
| 20 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.31% | — | — | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 0.30% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | +8.68% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.22% | — | +0.26% | |
| 24 | TGT | Target CORP | Stock-Consumer Disc | 0.22% | — | +0.65% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | — | +0.25% | |
| 26 | XEL | Xcel Energy Inc | Stock-Utilities | 0.21% | — | +0.50% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | — | +0.86% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.17% | — | -1.25% | |
| 29 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.16% | — | +0.43% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | — | +0.60% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.14% | — | -5.64% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.14% | — | +1.09% | |
| 33 | WAL | Western Alliance Bancorp | Stock-Financials | 0.14% | — | +0.66% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.13% | — | -29.33% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.12% | — | +0.42% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.12% | — | +0.32% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | — | +3.30% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.11% | — | +0.48% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.11% | — | +0.14% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.11% | — | +1.91% | |
| 41 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.10% | — | +1.03% | |
| 42 | EMR | Emerson Electric Co | Stock-Industrials | 0.10% | — | +0.16% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.10% | — | +0.17% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.09% | — | +0.59% | |
| 45 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.09% | — | +0.55% | |
| 46 | FISV | Fiserv Inc | Stock-Other | 0.08% | — | — | |
| 47 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.08% | — | +0.12% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.07% | — | — | |
| 49 | EPD | Enterprise Products Partners | Stock-Energy | 0.07% | — | +1.90% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.07% | — | — |
According to official SEC Form 13F filings, Dechtman Wealth Management, LLC reported a total U.S. public equity portfolio value of $517.4M across 63 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, SCHG) accounted for 54.0% of total reported equity market value during Q1 2024.
During Q1 2024, Dechtman Wealth Management, LLC's top holdings by market value included IVV (23.4%)、VOO (16.0%)、SCHG (11.0%). The largest single position, IVV, represented 23.4% of total portfolio value.
In Q1 2024, Dechtman Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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