Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TPB WEALTH ADVISORS (CIK 1719203) reported $183.5M across 37 reported positions in its SEC 13F filing for 2023-03-31. Largest positions: IVV ($36.5M, 19.87%), TLT ($26.3M, 14.35%), IWB ($15.6M, 8.51%), TIP ($10.4M, 5.67%), IAU ($10.0M, 5.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $36.5M | 19.87% | 88,670 | Trimmed |
| 2 | TLT | ISHARES TR | $26.3M | 14.35% | 247,527 | Added |
| 3 | IWB | ISHARES TR | $15.6M | 8.51% | 69,327 | Trimmed |
| 4 | TIP | ISHARES TR | $10.4M | 5.67% | 94,355 | Added |
| 5 | IAU | ISHARES GOLD TR | $10.0M | 5.46% | 267,968 | Added |
| 6 | VOO | VANGUARD INDEX FDS | $8.0M | 4.35% | 21,216 | Trimmed |
| 7 | HYG | ISHARESTR | $7.3M | 3.98% | 96,551 | Added |
| 8 | AAPL | APPLE INC | $6.5M | 3.53% | 39,274 | Trimmed |
| 9 | IEFA | ISHARES | $6.1M | 3.32% | 91,065 | New |
| 10 | RPV | INVESCO EXCHANGE TRADED FD T | $5.9M | 3.24% | 78,326 | Trimmed |
| 11 | KWEB | KRANESHARES CSI CHINA INTERNET | $5.6M | 3.07% | 180,805 | New |
| 12 | GSG | ISHARES S&P GSCI COMMODITY | $5.4M | 2.92% | 266,498 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $4.8M | 2.62% | 106,215 | Trimmed |
| 14 | TMF | DIREXION SHS ETF TR | $4.6M | 2.50% | 516,285 | Trimmed |
| 15 | ICLN | ISHARES TR | $4.0M | 2.15% | 199,673 | Trimmed |
| 16 | HDV | ISHARESTR | $3.9M | 2.10% | 37,874 | Trimmed |
| 17 | IJR | ISHARES TR | $2.5M | 1.37% | 26,078 | Trimmed |
| 18 | FINX | GLOBAL X FDS | $2.1M | 1.15% | 101,587 | Added |
| 19 | FTAI | FTAI AVIATION LTD | $2.0M | 1.09% | 71,205 | Added |
| 20 | VNM | VANECK ETF TRUST | $1.9M | 1.06% | 159,741 | Added |
| 21 | IEMG | ISHARES INC | $1.9M | 1.03% | 38,583 | Trimmed |
| 22 | FIP | FTAI INFRASTRUCTURE INC | $1.8M | 0.98% | 596,798 | Trimmed |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.65% | 29,587 | Trimmed |
| 24 | CFR | CULLEN FROST BANKERS INC | $1.1M | 0.60% | 10,500 | Added |
| 25 | AGG | ISHARES TR | $1.0M | 0.56% | 10,296 | Trimmed |
Source: SEC Form 13F filings · as of 2023-03-31