Three Seasons Wealth, LLC Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$1.0B

Holdings

189

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (189 positions)

#StockSharesValue% PortfolioType
101
CHRWC H ROBINSON WORLDWIDE INC
3,560$574K0.05%
102
PGPROCTER AND GAMBLE CO
3,996$572K0.05%
103
IMCBISHARES TR
6,861$567K0.05%
104
ETNEATON CORP PLC
1,758$559K0.05%
105
KLACKLA CORP
452$549K0.05%
106
FSLRFIRST SOLAR INC
2,084$544K0.05%
107
KMBKIMBERLY-CLARK CORP
5,189$529K0.05%
108
PBVPRESTIGE CONSMR HEALTHCARE I
8,573$528K0.05%
109
CSGPCOSTAR GROUP INC
7,786$523K0.05%
110
SFMSPROUTS FMRS MKT INC
6,537$520K0.05%
111
KHCKRAFT HEINZ CO
21,222$514K0.05%
112
HQYHEALTHEQUITY INC
5,521$505K0.05%
113
POSTPOST HLDGS INC
5,084$503K0.05%
114
CENXCENTURY ALUM CO
12,639$495K0.05%
115
PSXPHILLIPS 66
3,826$493K0.05%
116
SRRKSCHOLAR ROCK HLDG CORP
10,968$483K0.05%
117
PAYCPAYCOM SOFTWARE INC
3,028$482K0.05%
118
DDTOINNOVATOR ETFS TRUST
11,605$472K0.05%
119
NVSNNOVARTIS AG
3,400$468K0.04%
120
LQDISHARES TR
4,251$468K0.04%
121
INCYINCYTE CORP
4,605$454K0.04%
122
AMATAPPLIED MATLS INC
1,755$451K0.04%
123
EAELECTRONIC ARTS INC
2,119$432K0.04%
124
UBERUBER TECHNOLOGIES INC
5,238$427K0.04%
125
UNOVINNOVATOR ETFS TRUST
11,117$423K0.04%
126
MAGSLISTED FDS TR
6,379$420K0.04%
127
SHOOMADDEN STEVEN LTD
9,994$416K0.04%
128
EPAMEPAM SYS INC
1,995$408K0.04%
129
PJULINNOVATOR ETFS TRUST
8,740$405K0.04%
130
BFHBREAD FINANCIAL HOLDINGS INC
5,437$402K0.04%
131
TJULINNOVATOR ETFS TRUST
13,583$401K0.04%
132
MRKMERCK & CO INC
3,697$392K0.04%
133
EXREXTRA SPACE STORAGE INC
3,000$390K0.04%
134
COSTCOSTCO WHSL CORP NEW
452$389K0.04%
135
QQQMINVESCO EXCH TRADED FD TR II
1,495$378K0.04%
136
GSSTGOLDMAN SACHS ETF TR
7,344$372K0.04%
137
AAPRINNOVATOR ETFS TRUST
12,747$362K0.03%
138
EFAISHARES TR
3,755$360K0.03%
139
CAHCARDINAL HEALTH INC
1,716$352K0.03%
140
LNTALLIANT ENERGY CORP
4,834$314K0.03%
141
ZJULINNOVATOR ETFS TRUST
10,681$310K0.03%
142
FEXFIRST TR EXCHANGE-TRADED ALP
2,587$306K0.03%
143
AJULINNOVATOR ETFS TRUST
10,520$305K0.03%
144
SPDWSPDR INDEX SHS FDS
6,741$299K0.03%
145
UNHUNITEDHEALTH GROUP INC
903$298K0.03%
146
HPEHEWLETT PACKARD ENTERPRISE C
12,039$290K0.03%
147
CRMSALESFORCE INC
1,075$285K0.03%
148
HIIHUNTINGTON INGALLS INDS INC
839$285K0.03%
149
PBMRPGIM ROCK ETF TR
9,269$282K0.03%
150
BLBDBLUE BIRD CORP
5,918$278K0.03%
151
BJULINNOVATOR ETFS TRUST
5,420$275K0.03%
152
BOCTINNOVATOR ETFS TRUST
5,570$275K0.03%
153
PBJNPGIM ROCK ETF TR
9,146$273K0.03%
154
FHIFEDERATED HERMES INC
5,143$267K0.03%
155
EXPEEXPEDIA GROUP INC
943$267K0.03%
156
BXPBXP INC
3,918$267K0.03%
157
DIODDIODES INC
5,284$260K0.02%
158
CMICUMMINS INC
504$257K0.02%
159
LVSLAS VEGAS SANDS CORP
3,955$257K0.02%
160
GMGENERAL MTRS CO
3,117$253K0.02%
161
PJANINNOVATOR ETFS TRUST
5,398$253K0.02%
162
MPWRMONOLITHIC PWR SYS INC
270$245K0.02%
163
GEGE AEROSPACE
794$245K0.02%
164
NRANRG ENERGY INC
1,515$241K0.02%
165
CMCSACOMCAST CORP NEW
7,981$238K0.02%
166
ADSKAUTODESK INC
799$236K0.02%
167
JPMJPMORGAN CHASE & CO.
729$234K0.02%
168
EBAEBAY INC.
2,655$231K0.02%
169
1RGREV GROUP INC
3,810$231K0.02%
170
FOXFOX CORP
3,521$228K0.02%
171
PHMPULTE GROUP INC
1,927$226K0.02%
172
AJANINNOVATOR ETFS TRUST
8,113$225K0.02%
173
SMMTSUMMIT THERAPEUTICS INC
12,869$225K0.02%
174
GFFGRIFFON CORP
3,029$223K0.02%
175
PEPPEPSICO INC
1,540$223K0.02%
176
SMCISUPER MICRO COMPUTER INC
7,605$222K0.02%
177
TSMTAIWAN SEMICONDUCTOR MFG LTD
715$217K0.02%
178
JBHTHUNT J B TRANS SVCS INC
1,120$217K0.02%
179
AREALEXANDRIA REAL ESTATE EQ IN
4,331$215K0.02%
180
KRKROGER CO
3,390$211K0.02%
181
VNTVONTIER CORPORATION
5,670$210K0.02%
182
GBCIGLACIER BANCORP INC NEW
4,760$209K0.02%
183
NDSNNORDSON CORP
849$204K0.02%
184
VIPSVIPSHOP HLDGS LTD
11,212$198K0.02%
185
ABRARBOR REALTY TRUST INC
18,443$143K0.01%
186
KRPKIMBELL RTY PARTNERS LP
11,300$132K0.01%
187
QSQUANTUMSCAPE CORP
11,490$119K0.01%
188
SPROSPERO THERAPEUTICS INC
30,000$69K0.01%
189
ASBPASPIRE BIOPHARMA HLDGS INC
125,000$16K0.00%
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