Transform Wealth, LLC

Q2 2016 13F Holdings Report, Stock Holdings

Signature - Title
Craig Carnick - CCO
Location
Colorado Springs
Holdings as of
30 Jun 2016
Value $
$235M
Num holdings
209
Filing time
14 Sep 2016, 08:25:17 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AR, QDF, SPYV, IVE, and IVW.
Next filing
Q3 2016 - 07 Nov 2016
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Craig Carnick CCO Colorado Springs, Colorado 13 Sep 2016

CARNICK & KUBIK GROUP LLC WAS FORMED ON APRIL 1, 2016 AND FORMERLLY REPORTED UNDER CARNICK & KUBIK LLC WHICH WITHDREW IT'S RIA REGISTRATION WITH THE SEC ON THAT DATE AS WELL.