13F Insight
DOSSIER · 13F-HR · Q1 2025

Transform Wealth, LLC

$1.7B in tracked AUM across 242 positions as of Q1 2025.

TW
CIK 0001682266 · last filed Mar 31, 2025
Total AUM
$1.7B
as of Q1 2025
Holdings
242
—
positions
Whale Score
40
40
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2025

Transform Wealth, LLC filed its latest 13F-HR for Q1 2025. See the latest holdings and position changes below.

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight
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Filing history

2025Q1Mar 31
$1.7B▼ 8.4%
242 positionsLocked2024Q4Dec 31
$1.8B▲ 19.4%
262 positionsLocked2024Q3Sep 30
$1.5B▲ 13.3%
216 positionsLocked2024Q2Jun 30
$1.3B▲ 26.5%
213 positionsLocked2024Q1Mar 31
$1.1B▲ 2.7%
219 positionsLocked2023Q4Dec 31
$1.0B▲ 8.2%
239 positionsLocked2023Q3Sep 30
$948M▼ 14.8%
237 positionsLocked2023Q2Jun 30
$1.1B▲ 4.9%
260 positionsLocked2023Q1Mar 31
$1.1B▲ 18.9%
251 positionsLocked2022Q4Dec 31
$892M▲ 16.0%
296 positionsLocked2022Q3Sep 30
$769M▲ 14.4%
184 positionsLocked2022Q2Jun 30
$672M▼ 24.6%
199 positionsLocked
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