⏳
Showing Q1 2024 data
FIAT WEALTH MANAGEMENT LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
FIAT WEALTH MANAGEMENT LLC
•CIK: 2012153•Filing: Q1 2024
**FIAT WEALTH MANAGEMENT LLC** manages $8M across a concentrated portfolio of 13 positions. The fund exhibits significant allocations to healthcare and broad market exposure, notably holding UNH at $2.2M and VIG at $1.0M. Further diversification is evident through substantial positions in index tracking vehicles, including IVV and SPY, alongside technology names like MSFT ($0.6M) and AAPL ($0.5M). This structure suggests a core focus on established, defensive growth sectors.
Total AUM
$7.9M
QoQ Performance
N/A
Positions
12
Top 10 Concentration
94.0%
Latest Filing
Q1 2024
Top Holdings Allocation
UNH
VIG
IVV
TDSC
MSFT
AAPL
AMZN
V
UNH28.2%
VIG12.4%
IVV12.3%
TDSC9.6%
MSFT7.9%
AAPL6.3%
AMZN5.4%
V5.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other30.7%
Healthcare28.2%
ETF16.2%
Technology14.2%
Consumer5.4%
Financial5.3%