Fiat Wealth Management LLC

Investment Portfolio & 13F Holdings Analysis

About

FIAT WEALTH MANAGEMENT LLC is an institutional investment manager that filed its latest Form 13F for 2023Q4, reporting 13 holdings worth $0.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2023-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2023-12-31
Filing Date: 2024-05-03
Total Holdings: 13
Total Value: 7903241
Accession Number: 0001085146-24-002205
Form Type: 13F-HR
CIK: 0002012153
Manager Name: Fiat Wealth Management LLC

Data Enrichment

69% identified

9 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

13 positions • $7,903.241K total value

13 positions

Manager:

SEC FilingSEC DataHachi Filing

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UNITEDHEALTH GROUP INC

UNH|91324P102

4227

Value:

$2.2B

921908844

VIG|921908844

5763

Value:

$982.0M

464287200

IVV|464287200

2029

Value:

$968.9M

30151E715

32728

Value:

$761.9M

MICROSOFT CORP

MSFT|594918104

1650

Value:

$620.5M

Apple Inc.

AAPL|037833100

2605

Value:

$501.5M

AMAZON COM INC

AMZN|023135106

2803

Value:

$425.9M

VISA INC.

V|92826C839

1608

Value:

$418.6M

SPDR S&P 500 ETF TRUST

SPY|78462F103

663

Value:

$315.1M

97717W844

5681

Value:

$210.1M

922908736

VUG|922908736

675

Value:

$209.8M

90214Q733

11065

Value:

$152.8M

90214Q642

12433

Value:

$110.6M

Instrument	Shares		Other Manager	Value
Unitedhealth Group Inc(UNHcusip91324P102)	4.2K	QoQ- YoY-	All Managers (Combined)	$2.2M	QoQ- YoY-
(VIGcusip921908844)	5.8K	QoQ- YoY-	All Managers (Combined)	$982.0K	QoQ- YoY-
(IVVcusip464287200)	2.0K	QoQ- YoY-	All Managers (Combined)	$968.9K	QoQ- YoY-
(cusip30151E715)✕	32.7K	QoQ- YoY-	All Managers (Combined)	$761.9K	QoQ- YoY-
Microsoft Corp(MSFTcusip594918104)	1.6K	QoQ- YoY-	All Managers (Combined)	$620.5K	QoQ- YoY-
Apple Inc.(AAPLcusip037833100)	2.6K	QoQ- YoY-	All Managers (Combined)	$501.5K	QoQ- YoY-
Amazon Com Inc(AMZNcusip023135106)	2.8K	QoQ- YoY-	All Managers (Combined)	$425.9K	QoQ- YoY-
Visa Inc.(Vcusip92826C839)	1.6K	QoQ- YoY-	All Managers (Combined)	$418.6K	QoQ- YoY-
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	663	QoQ- YoY-	All Managers (Combined)	$315.1K	QoQ- YoY-
(cusip97717W844)✕	5.7K	QoQ- YoY-	All Managers (Combined)	$210.1K	QoQ- YoY-
(VUGcusip922908736)	675	QoQ- YoY-	All Managers (Combined)	$209.8K	QoQ- YoY-
(cusip90214Q733)✕	11.1K	QoQ- YoY-	All Managers (Combined)	$152.8K	QoQ- YoY-
(cusip90214Q642)✕	12.4K	QoQ- YoY-	All Managers (Combined)	$110.6K	QoQ- YoY-