AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Three Seasons Wealth, LLC SEC 13F Filing
1. Portfolio Overview
Three Seasons Wealth, LLC has reported a substantial expansion in assets under management, with the total portfolio value growing by 148.6% from approximately $421.94 million to $1.05 billion quarter-over-quarter. This rapid capital infusion or appreciation significantly altered the fund's structure, shifting it from a mid-sized portfolio to a major institutional player. The fund curren...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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