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Showing Q4 2024 data
Dechtman Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Dechtman Wealth Management, LLC
•CIK: 1992316•Filing: Q4 2024
**Dechtman Wealth Management, LLC** manages $517M across a diversified portfolio of 65 holdings. The strategy exhibits a strong tilt toward large-cap U.S. equity exposure, evidenced by top positions in IVV ($113.4M) and VOO ($94.9M). Significant allocations are also directed toward growth and sector-specific opportunities, including SCHG ($63.8M) and CGDV ($58.1M). This concentration in established index leaders suggests a core focus on broad market capitalization appreciation.
Total AUM
$517.4M
QoQ Performance
+5.9%
Positions
53
Top 10 Concentration
90.6%
Latest Filing
Q4 2024
Top Holdings Allocation
IVV
VOO
SCHG
CGDV
VO
MGV
PYLD
IVV21.9%
VOO18.3%
SCHG12.3%
CGDV11.2%
VO6.9%
MGV5.2%
PYLD5.2%
IJR4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.0%
ETF40.3%
Technology2.7%
Consumer1.1%
Industrial0.6%
Financial0.5%
Energy0.3%
Healthcare0.3%
Changes from Q3 2024
NEW3 new positions
↑45 increased
↓12 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023