Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q1 2025 data
Transform Wealth, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Transform Wealth, LLC

•CIK: 1682266•Filing: Q1 2025

**Transform Wealth, LLC** manages $1.7B across a diversified portfolio of 242 positions. The fund exhibits significant concentration in technology and fixed income, highlighted by a $277.3M allocation to POWL. Key holdings also include substantial positions in AAPL ($64.8M), MSFT ($56.6M), and SGOV ($60.6M). This structure suggests a tactical blend of high-conviction equity bets and defensive fixed-income exposure.

Total AUM
$1.7B
QoQ Performance
-8.3%
Positions
176
Top 10 Concentration
38.8%
Latest Filing
Q1 2025

Top Holdings Allocation

POWL
POWL16.8%
AAPL3.9%
SGOV3.7%
MSFT3.4%
NVDA1.9%
AGG1.9%
AMZN1.9%
AVGO1.7%

📈 Biggest Buys

FLTR
VANECK ETF TRUST
NEW
0.7% of portfolio
ORCL
ORACLE CORP
+4055.7%
0.6% of portfolio
IVV
ISHARES TR
+96.7%
0.9% of portfolio
IVW
ISHARES TR
+39.7%
1.6% of portfolio
BKNG
BOOKING HOLDINGS INC
NEW
0.4% of portfolio

📉 Biggest Sells

SPY
SPDR S&P 500 ETF TR
-67.2%
0.6% of portfolio
JMST
J P MORGAN EXCHANGE TRADED F
-65.3%
0.3% of portfolio
BKLN
INVESCO EXCH TRADED FD TR II
-36.9%
0.7% of portfolio
IVE
ISHARES TR
-20.1%
1.3% of portfolio
IGM
ISHARES TR
-48.0%
0.3% of portfolio

Sector Breakdown

Other59.3%
Technology18.0%
Consumer5.6%
Financial5.3%
ETF3.0%
Healthcare2.7%
Industrial1.8%
Communication1.7%

🚪 Exited Positionssold since Q4 2024

NVO
NOVO-NORDISK A S
SOLD
$8.2M
OC
OWENS CORNING NEW
SOLD
$8.1M
XLP
SELECT SECTOR SPDR TR
SOLD
$7.4M
XLY
SELECT SECTOR SPDR TR
SOLD
$6.8M
JBBB
JANUS DETROIT STR TR
SOLD
$4.6M
+64 more exited positions

Changes from Q4 2024

NEW10 new positions
↑60 increased
↓118 decreased

Historical Filings

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

POWL16.8%
POWELL INDS INC
$277.3M
AAPL3.9%
APPLE INC
$64.8M
SGOV3.7%
ISHARES TR
$60.6M
MSFT3.4%
MICROSOFT CORP
$56.6M
NVDA1.9%
NVIDIA CORPORATION
$31.8M

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