CIK: 0002012153
Total reported value
$7.9M
Reporting period: 2023-12-31 · Number of holdings: 13
FIAT WEALTH MANAGEMENT LLC disclosed 13 holdings in its latest 13F filing for the period ending 2023-12-31, with total reported value of $7.9M and a quarterly turnover rate of 0.0%.
Browse other institutions with under $100M AUMBrowse other institutions starting with "F"
Fiat Wealth Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.139 — mathematically equivalent to about 7 equally-sized positions, well below its 13 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.93), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 53% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Terms of Use for AI
AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/fiat-wealth-management-llc
No holding changes this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group INC | Stock-Healthcare | 28.16% | — | — | — |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 12.42% | — | — | — |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.26% | — | — | — |
| 4 | TDSC | Exchange Listed Funds Trust | ETF-Other | 9.64% | — | — | — |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 7.85% | — | — | — |
| 6 | AAPL | Apple INC | Stock-Tech | 6.35% | — | — | — |
| 7 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.39% | — | — | — |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 5.30% | — | — | — |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.99% | — | — | — |
| 10 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 2.66% | — | — | — |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.66% | — | — | — |
| 12 | AESR | Anfield US Equity Sector Rot | ETF-Other | 1.93% | — | — | — |
| 13 | RPHS | Regents Park Hedged Market | ETF-Other | 1.40% | — | — | — |
Performance for Q3 2026
+8.3%
Performance Last 4 Quarters
+30.8%
Based on 70% of reported portfolio value with available pricing
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2023 Q4 | 2024-05-03 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001580144
Total reported value
$7.9M
5 stks
2017-03-31
Stale — no recent filing
AUM within 0.0% of this institution
CIK 0001836264
Total reported value
$7.8M
5 stks
2021-09-30
Stale — no recent filing
AUM within 1.0% of this institution
CIK 0001642355
Total reported value
$7.8M
1 stks
2024-12-31
Stale — no recent filing
AUM within 1.1% of this institution
Institutions with overlapping top holdings
CIK 0000925824
Total reported value
$119.0M
32 stks
2021-09-30
Stale — no recent filing
Also holds Unitedhealth Group INC as its largest position
CIK 0001218663
Total reported value
$53.3M
7 stks
2026-03-31
Also holds Unitedhealth Group INC as its largest position
CIK 0001790604
Total reported value
$467.7M
19 stks
2026-03-31
Also holds Unitedhealth Group INC as its largest position
Access Fiat Wealth Management LLC's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/fiat-wealth-management-llcCLI
npx alphasmo institutions get fiat-wealth-management-llc