Institutional Manager · CIK 0001682266
Transform Wealth, LLC
GREENWOOD VILLAGE, CO · File #028-17533
Latest AUM
$1.65B
Positions
242
Top-10 Concentration
50.5%
Filings
9
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Mar 2025242 pos · $1.65B
- 13F HOLDINGS REPORTQ/E Dec 2024262 pos · $1.80B
- 13F HOLDINGS REPORTQ/E Sep 2024216 pos · $1.51B
- 13F HOLDINGS REPORTQ/E Jun 2024213 pos · $1.33B
- 13F HOLDINGS REPORTQ/E Mar 2024219 pos · $1.05B
- 13F HOLDINGS REPORTQ/E Dec 2023237 pos · $948.1M
- 13F HOLDINGS REPORTQ/E Sep 2023260 pos · $1.11B
- 13F HOLDINGS REPORTQ/E Jun 2023251 pos · $1.06B
- 13F HOLDINGS REPORTQ/E Mar 2023296 pos · $892.0M
Top 20 Holdings — Mar 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | POWELL INDS INC | 739128106 | 1,627,909 | $277.3M | 22.00% |
| 2 | APPLE INC | AAPL | 291,582 | $64.8M | 5.14% |
| 3 | ISHARES TR | 46436E718 | 601,611 | $60.6M | 4.81% |
| 4 | MICROSOFT CORP | MSFT | 150,910 | $56.6M | 4.50% |
| 5 | NVIDIA CORPORATION | NVDA | 293,259 | $31.8M | 2.52% |
| 6 | ISHARES TR | 464287226 | 318,010 | $31.5M | 2.50% |
| 7 | AMAZON COM INC | AMZN | 160,930 | $30.6M | 2.43% |
| 8 | BROADCOM INC | AVGO | 170,848 | $28.6M | 2.27% |
| 9 | ISHARES TR | 464287309 | 291,475 | $27.1M | 2.15% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 110,301 | $27.1M | 2.15% |
| 11 | SCHWAB STRATEGIC TR | 808524102 | 1,084,059 | $23.3M | 1.85% |
| 12 | ALPHABET INC | GOOG | 150,577 | $23.3M | 1.85% |
| 13 | VANGUARD INDEX FDS | 922908363 | 44,559 | $22.9M | 1.82% |
| 14 | ISHARES TR | 464287408 | 116,629 | $22.2M | 1.76% |
| 15 | SELECT SECTOR SPDR TR | 81369Y605 | 427,546 | $21.3M | 1.69% |
| 16 | GOLDMAN SACHS GROUP INC | GSCE | 38,187 | $20.9M | 1.66% |
| 17 | WALMART INC | WMT | 220,655 | $19.4M | 1.54% |
| 18 | ABBVIE INC | ABBV | 90,628 | $19.0M | 1.51% |
| 19 | EXXON MOBIL CORP | XOM | 150,557 | $17.9M | 1.42% |
| 20 | ISHARES GOLD TR | IAU | 302,683 | $17.8M | 1.42% |