StockDriftsStockDriftsTop 50 Dechtman Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 21.91% | 192.6K | $113.4M | -0.66%(-1.28K) | — | 2024-12-31 | |
| VOO | VANGUARD INDEX FDS | 18.35% | 176.2K | $94.9M | +11.81%(+18.61K) | — | 2024-12-31 | |
| SCHG | SCHWAB STRATEGIC TR | 12.34% | 2.29M | $63.8M | +395.25%(+1.83M) | — | 2024-12-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 11.23% | 1.65M | $58.1M | -3.29%(-56.09K) | — | 2024-12-31 | |
| VO | VANGUARD INDEX FDS | 6.87% | 134.6K | $35.6M | +4.81%(+6.18K) | — | 2024-12-31 | |
| MGV | VANGUARD WORLD FD | 5.24% | 217.0K | $27.1M | +326.13%(+166.10K) | — | 2024-12-31 | |
| PYLD | PIMCO ETF TR | 5.23% | 1.04M | $27.0M | +348.29%(+810.54K) | — | 2024-12-31 | |
| IJR | ISHARES TR | 4.08% | 183.4K | $21.1M | -0.90%(-1.67K) | — | 2024-12-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.75% | 67.6K | $14.2M | -46.47%(-58.71K) | — | 2024-12-31 | |
| VB | VANGUARD INDEX FDS | 2.6% | 56.0K | $13.5M | +20.33%(+9.46K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Dechtman Wealth Management, Llc reports $517.43M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are IVV (21.9%), VOO (18.4%) and SCHG (12.3%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dechtman Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1992316). View Dechtman Wealth Management, Llc’s 13F filings on SEC