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CIK: 0001992316
Total reported value
$517.4M
$517.4M
64 檔
65.5%
As reported in its official Q3 2024 Form 13F filing, Dechtman Wealth Management, LLC's tracked investment portfolio stood at $517.4M with 64 total positions.
During Q3 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 | 22.89% | — | -0.42% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.02% | — | +3.52% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 12.71% | — | -2.37% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 9.86% | — | -10.29% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.93% | — | +22.89% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.19% | — | -2.88% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 4.65% | — | -9.72% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.43% | — | -1.42% | |
| 9 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.47% | — | -4.31% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.26% | — | +361.61% | |
| 11 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.34% | — | — | |
| 12 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.27% | — | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.11% | — | +4.41% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | — | +3.24% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | — | +0.25% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | — | +3.73% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.40% | — | +0.63% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | — | +3.41% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.32% | — | +1.97% | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 0.27% | — | +0.34% | |
| 21 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.25% | — | -77.25% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | — | +2.25% | |
| 23 | XEL | Xcel Energy Inc | Stock-Utilities | 0.21% | — | -4.40% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.18% | — | +9.77% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.17% | — | +0.22% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.17% | — | -1.29% | |
| 27 | TGT | Target CORP | Stock-Consumer Disc | 0.17% | — | +0.76% | |
| 28 | WAL | Western Alliance Bancorp | Stock-Financials | 0.16% | — | +0.46% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.15% | — | +0.43% | |
| 30 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.15% | — | -0.98% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.14% | — | -2.78% | |
| 32 | AXP | American Express Co | Stock-Financials | 0.12% | — | +0.31% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | — | +6.03% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.12% | — | +0.68% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.11% | — | -1.12% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.11% | — | +0.14% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.09% | — | +0.38% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.09% | — | +0.25% | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.09% | — | +0.59% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.09% | — | -0.87% | |
| 41 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.09% | — | +1.27% | |
| 42 | EMR | Emerson Electric Co | Stock-Industrials | 0.08% | — | +0.19% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.08% | — | -16.89% | |
| 44 | FISV | Fiserv Inc | Stock-Other | 0.08% | — | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.08% | — | +0.26% | |
| 46 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.07% | — | +0.12% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.07% | — | +0.34% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.06% | — | +0.09% | |
| 49 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.06% | — | +0.10% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | — | +0.39% |
According to official SEC Form 13F filings, Dechtman Wealth Management, LLC reported a total U.S. public equity portfolio value of $517.4M across 64 disclosed positions in Q3 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, CGDV) accounted for 65.5% of total reported equity market value during Q3 2024.
During Q3 2024, Dechtman Wealth Management, LLC's top holdings by market value included IVV (22.9%)、VOO (17.0%)、CGDV (12.7%). The largest single position, IVV, represented 22.9% of total portfolio value.
In Q3 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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