# FIAT WEALTH MANAGEMENT LLC

> Institutional holdings reported to the SEC as of Q4 2023 on Form 13F. CIK 2012153. Source: https://holderbook.com/funds/2012153-fiat-wealth-management-llc/

- Reported value: $7.9M
- Positions: 13
- Weight of the ten largest: 94.0%
- Filed: 2024-05-03

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $2.2M | 4,227 | 28.2% | 1 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $982.0K | 5,763 | 12.4% | 1 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $968.9K | 2,029 | 12.3% | 1 |
| EXCHANGE LISTED FDS TR | [TDSC](https://holderbook.com/stocks/TDSC/) | $761.9K | 32,728 | 9.6% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $620.5K | 1,650 | 7.9% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $501.5K | 2,605 | 6.3% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $425.9K | 2,803 | 5.4% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $418.6K | 1,608 | 5.3% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $315.1K | 663 | 4.0% | 1 |
| WISDOMTREE TR | [DNL](https://holderbook.com/stocks/DNL/) | $210.1K | 5,681 | 2.7% | 1 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $209.8K | 675 | 2.7% | 1 |
| TWO RDS SHARED TR | [AESRXXXX](https://holderbook.com/stocks/AESRXXXX/) | $152.8K | 11,065 | 1.9% | 1 |
| TWO RDS SHARED TR | [RPHS](https://holderbook.com/stocks/RPHS/) | $110.6K | 12,433 | 1.4% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q4 2023 | $7.9M | 13 |