Todd Wealth Management, LLCGARPConcentrated long-term

CIK: 0002157683 | VENICE, FL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	108	$131.0M	2026-10-19	SEC ↗
Q2 2026	13F-HR	112	$131.9M	2026-10-07	SEC ↗
Q1 2026	13F-HR	106	$109.9M	2026-10-07	SEC ↗
Q4 2025	13F-HR	100	$110.5M	2026-10-07	SEC ↗