• 13F History

MEMBERS WEALTH LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$133M
Signature - Title
Tim Thomas - Chief Compliance Officer
Location
Media, PA
Summary
This page shows a list of all the recent 13F filings made by MEMBERS WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MEMBERS WEALTH LLC reported 102 stock holdings with total value $133M as of Q1 2025. Top holdings included IVV, FBND, SPYG, SGOV, and BND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 102 $133M +$11.3M -$6.99M +$4.27M IVV, FBND, SPYG, SGOV, BND 13F-HR 4/15/2025, 05:16 PM
Q4 2024 110 $134M $0 $0 IVV, FBND, SPYG, BND, SGOV 13F-HR 3/17/2025, 10:48 AM