SVA Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2020 - Feb 4, 2021
Value $
$1.15B
Signature - Title
Lawrence Clay - Chief Compliance Officer
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by SVA Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SVA Wealth Management, LLC reported 229 stock holdings with total value $1.15B as of Q4 2020. Top holdings included SCHM, VXUS, SCHX, JPUS, and IJR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2020 229 $1.15B +$86.5M -$93.8M -$7.33M SCHM, VXUS, SCHX, JPUS, IJR 13F-HR 2/4/2021, 03:38 PM
Q3 2020 210 $1.01B +$73.2M -$32.7M +$40.5M SCHM, SCHX, VXUS, JPUS, DON 13F-HR 10/26/2020, 05:54 PM
Q2 2020 198 $937M +$78.6M -$157M -$77.9M SCHM, SCHX, DON, VXUS, JPUS 13F-HR 8/4/2020, 02:53 PM
Q1 2020 184 $870M +$46.8M -$28.1M +$18.7M IEF, SCHM, SCHX, DON, VXUS 13F-HR 5/12/2020, 12:05 PM
Q4 2019 205 $1.09B +$27.9M -$14.4M +$13.5M SCHM, IEF, SCHX, DON, JPUS 13F-HR 2/11/2020, 09:46 AM
Q3 2019 199 $1.02B +$12.5M -$7.27M +$5.24M IEF, SCHM, SCHX, DON, JPUS 13F-HR 11/6/2019, 05:33 PM
Q2 2019 206 $1.01B +$23.3M -$69.5M -$46.2M SCHM, IEF, SCHX, DON, JPUS 13F-HR 8/13/2019, 04:56 PM
Q1 2019 208 $1.03B +$78.8M -$26.6M +$52.2M SCHM, IEF, DON, SCHX, JPUS 13F-HR 5/6/2019, 02:42 PM
Q4 2018 206 $889M +$68.6M -$30.7M +$37.9M IEF, SCHM, SCHX, JPUS, DON 13F-HR 2/11/2019, 02:15 PM
Q3 2018 210 $984M +$40.7M -$27.2M +$13.5M SCHM, IEF, SCHX, JPUS, VXUS 13F-HR 11/13/2018, 10:33 AM
Q2 2018 211 $926M +$232M -$97.5M +$134M SCHM, IEF, SCHX, JPUS, DON 13F-HR 8/13/2018, 12:16 PM
Q1 2018 187 $736M +$25.6M -$13M +$12.7M SCHM, FNDF, JPUS, SCHX, EES 13F-HR 5/10/2018, 12:33 PM
Q4 2017 204 $853M +$60.5M -$27.8M +$32.6M SCHM, FNDF, JPUS, SCHX, DON 13F-HR 2/12/2018, 01:13 PM
Q3 2017 205 $809M +$24.8M -$15.6M +$9.24M SCHM, FNDF, JPUS, SCHX, EES 13F-HR 11/13/2017, 10:40 AM
Q2 2017 199 $772M +$25.2M -$5.79M +$19.5M SCHM, FNDF, JPUS, SCHX, EES 13F-HR 8/10/2017, 12:10 PM
Q1 2017 195 $737M +$92.3M -$32.6M +$59.7M SCHM, FNDF, JPUS, SCHX, EES 13F-HR 5/10/2017, 03:12 PM
Q4 2016 197 $671M +$27.9M -$14.7M +$13.2M SCHM, FNDF, EES, DON, SCHX 13F-HR 2/14/2017, 11:07 AM
Q3 2016 196 $642M +$31.5M -$23.2M +$8.26M SCHM, FNDF, EES, DON, SCHX 13F-HR 11/14/2016, 10:58 AM
Q2 2016 202 $619M +$21.1M -$15.2M +$5.87M SCHM, FNDF, DON, EES, SCHA 13F-HR 8/12/2016, 10:35 AM
Q1 2016 199 $604M +$72.9M -$34.4M +$38.5M SCHM, FNDF, EES, DON, SCHA 13F-HR 5/9/2016, 02:42 PM
Q4 2015 208 $578M +$58.1M -$23.5M +$34.6M SCHM, FNDF, EES, SCHA, DON 13F-HR 2/9/2016, 10:07 AM
Q3 2015 203 $536M +$58.3M -$14.5M +$43.7M SCHM, FNDF, EES, SCHA, AAPL 13F-HR 11/12/2015, 01:13 PM
Q2 2015 205 $544M +$28.4M -$5.21M +$23.2M SCHM, EES, SCHA, AAPL, VOE 13F-HR 8/12/2015, 02:00 PM
Q1 2015 209 $548M +$283M -$9.2M +$274M SCHM, EES, SCHA, AAPL, VOE 13F-HR 5/14/2015, 01:03 PM
Q4 2014 189 $273M +$35.5M -$2.45M +$33M EES, VOE, BSV, VUG, VOT 13F-HR 2/11/2015, 11:04 AM
Q3 2014 160 $235M +$9.31M -$2.6M +$6.7M EES, VOE, BSV, VUG, VOT 13F-HR 11/12/2014, 01:38 PM
Q2 2014 163 $234M +$31.4M -$10.2M +$21.2M EES, VOE, VUG, BSV, VOT 13F-HR 8/13/2014, 03:48 PM
Q1 2014 153 $212M +$47.5M -$4.27M +$43.2M EES, VOE, VUG, VOT, BSV 13F-HR 5/14/2014, 10:57 AM
Q4 2013 131 $168M VOE, VUG, VOT, VO, BSV 13F-HR 2/11/2014, 08:30 AM