FIAT WEALTH MANAGEMENT LLC
CIK
2012153
Location
WAYZATA, MN
Portfolio Value
Micro
$4,507,053
Diversification
Highly concentrated
Filing Date
Dec 31, 2023
Global Rank
#7,114
/ 7,317
Top Industry
Healthcare Plans
53.1%
3Y Alpha vs SPY
-17.3%
Period ended 2 years ago
Filed May 3, 2024 · 2y
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+6.5%
SPY
+52.9%
Annualised alpha
-17.3%
Max drawdown
−30.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
6 positions · as of Dec 31, 2023Top Position
49.4%
of portfolio value
Top 5
93.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
2,976
Highly concentrated
Sector Breakdown
As of Dec 31, 2023| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 49.4% | $2,225,388 |
| Technology | 24.9% | $1,122,006 |
| Consumer Cyclical | 9.4% | $425,887 |
| Financial Services | 9.3% | $418,642 |
| Unclassified | 7.0% | $315,130 |
6 positions ·
$4,507,053 total
· as of Dec 31, 2023
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 4,227 | $2,225,388 | 49.38% | |
| MSFT |
Microsoft Corp
Technology
|
First | 1,650 | $620,466 | 13.77% | |
| AAPL |
Apple Inc.
Technology
|
First | 2,605 | $501,540 | 11.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 2,803 | $425,887 | 9.45% | |
| V |
Visa Inc.
Financial Services
|
First | 1,608 | $418,642 | 9.29% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 663 | $315,130 | 6.99% |