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Equibles

Three Seasons Wealth, LLC

Location
SALT LAKE CITY, UT
Portfolio Value
Small $138,095,685
Diversification
Diversified
Filing Date
Global Rank
#4,678 / 8,232 ▼ 2976
Top Industry
Semiconductors 11.1%
3Y Alpha vs SPY
-0.7%
Period ended 2 months ago
Filed May 5, 2026 · 40d
11 quarters · since Sep 2023

Clone Performance

Nov 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+68.2%
SPY
+70.5%
Annualised alpha
-0.7%
Max drawdown
−18.6%

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

122 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
8.0%
−28.4 pts
Top 5
21.2%
−66.9 pts
Top 10
32.8%
−57.7 pts
HHI
198
Sep 2023 → Mar 2026 · range 198 – 2,633
Diversified−2,360

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 37.3% $51,456,398
Healthcare 13.3% $18,357,482
Unclassified 11.9% $16,455,380
Consumer Cyclical 7.9% $10,872,106
Financial Services 7.3% $10,019,963
Communication Services 6.3% $8,639,237
Industrials 4.8% $6,648,036
Consumer Defensive 3.9% $5,371,391
Basic Materials 3.6% $5,007,693
Energy 2.8% $3,799,791
Real Estate 1.1% $1,468,208

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
EXEL +46,162 59,519 $2,552,769
PCRX +20,504 43,835 $990,671
CSGP +18,858 26,644 $1,074,818
WBD +15,861 125,334 $3,441,671
ALB +9,013 15,178 $2,724,906
NVDA +7,682 22,750 $3,967,600
SHOP +7,502 18,489 $2,193,165
MO +7,437 21,181 $1,397,734
ANET +7,342 15,443 $1,896,091
BMY +7,244 23,409 $1,419,755
SFM +6,978 13,515 $1,042,411
CRM +6,727 7,802 $1,456,399
HQY +6,445 11,966 $999,998
EXPE +6,002 6,945 $1,603,531
IBIT +5,850 22,858 $878,204
PBH +5,846 14,419 $854,614
GM +5,786 8,903 $663,273
AMAT +5,770 7,525 $2,571,969
NOW +5,547 12,948 $1,353,713
LNTH +3,893 13,495 $1,023,595
TER +3,594 8,226 $2,438,679
CHRW +3,316 6,876 $1,141,897
CAH +2,750 4,466 $943,710
LRCX +2,608 23,704 $5,064,596
GOOGL +2,065 6,831 $1,964,322

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
AMZN −1,454,608 25,613 $5,334,419
TSLA −661,031 917 $340,894
AAPL −481,000 13,465 $3,417,282
MSFT −79,787 8,541 $3,161,621
INTC −24,251 26,812 $1,183,213
GLW −13,590 6,398 $869,936
QQQ −11,338 6,739 $3,889,616
AMD −11,235 1,345 $273,613
NFLX −4,600 11,879 $1,142,165
MU −3,800 9,057 $3,059,816
ORCL −3,632 12,658 $1,862,118
ADBE −3,004 1,897 $461,122
AVGO −2,362 6,875 $2,127,881
WDC −2,324 6,044 $1,634,841
SATS −2,001 5,841 $683,805
STX −1,821 7,721 $3,024,778
LITE −1,817 1,282 $900,938
ZTS −1,666 8,115 $959,274
MEDP −1,146 511 $245,377
ABNB −1,046 4,400 $555,632
IDXX −890 1,394 $783,274
SPY −597 420 $273,142
ACN −390 2,991 $593,085
V −371 7,280 $2,200,307
UBER −362 4,876 $350,730

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
QCOM 11,468 $1,476,849
NFG 10,889 $1,023,130
ROIV 29,557 $818,728
COR 2,545 $799,486
MZTI 5,777 $799,132
AMKR 15,632 $703,908
TPR 4,658 $657,290
DD 14,146 $647,886
SNDK 986 $626,445
IVZ 25,369 $616,213
ARWR 9,315 $584,050
GWW 502 $547,586
CDNS 1,942 $539,623
DG 4,139 $491,423
HL 24,822 $462,433
HAL 11,684 $455,559
ULTA 859 $449,007
BKR 6,941 $423,748
UGA 4,090 $422,660
MRNA 8,016 $407,212
VTRS 30,000 $405,300
FDX 1,111 $395,715
ASML 294 $388,324
FCX 6,225 $365,905
LUV 9,363 $351,767

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
ABT 8,522 $1,067,721
PLTR 5,945 $1,056,723
CIEN 4,237 $990,907
MPLX 14,528 $775,359
FIX 743 $693,434
CDE 38,549 $687,328
APH 5,064 $684,348
APP 912 $614,523
INTU 899 $595,515
TEL 2,596 $590,615
BSX 6,069 $578,679
PG 3,996 $572,666
FSLR 2,084 $544,403
KMB 5,189 $523,518
KHC 21,222 $514,633
POST 5,084 $503,570
CENX 12,639 $495,196
PAYC 3,028 $482,542
INCY 4,605 $454,835
EA 2,119 $432,975
SHOO 9,994 $416,150
EPAM 1,995 $408,735
BFH 5,437 $402,501
LNT 4,834 $314,258
UNH 903 $298,089

Portfolio Positions

Export CSV View 13F filing
122 positions · $138,095,685 total · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology
Showing 1–50 of 122 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History
GLD
Spdr Gold Trust
 25,545 $10,991,758 7.96%
AMZN
Amazon Com Inc
Consumer Cyclical 		25,613 $5,334,419 3.86%
LRCX
Lam Research Corp
Technology 		23,704 $5,064,596 3.67%
NVDA
Nvidia Corp
Technology 		22,750 $3,967,600 2.87%
QQQ
Invesco Qqq Trust, Series 1
 6,739 $3,889,616 2.82%
WBD
Warner Bros. Discovery, Inc.
Communication Services 		125,334 $3,441,671 2.49%
AAPL
Apple Inc.
Technology 		13,465 $3,417,282 2.47%
MSFT
Microsoft Corp
Technology 		8,541 $3,161,621 2.29%
MU
Micron Technology Inc
Technology 		9,057 $3,059,816 2.22%
STX
Seagate Technology Holdings plc
Technology 		7,721 $3,024,778 2.19%
ALB
Albemarle Corp
Basic Materials 		15,178 $2,724,906 1.97%
AMAT
Applied Materials Inc /De
Technology 		7,525 $2,571,969 1.86%
EXEL
Exelixis, Inc.
Healthcare 		59,519 $2,552,769 1.85%
TER
Teradyne, Inc
Technology 		8,226 $2,438,679 1.77%
BRK-B
Berkshire Hathaway Inc
Financial Services 		4,875 $2,336,100 1.69%
V
Visa Inc.
Financial Services 		7,280 $2,200,307 1.59%
SHOP
Shopify Inc.
Technology 		18,489 $2,193,165 1.59%
AVGO
Broadcom Inc.
Technology 		6,875 $2,127,881 1.54%
MA
Mastercard Inc
Financial Services 		4,035 $2,016,128 1.46%
GOOGL
Alphabet Inc.
Communication Services 		6,831 $1,964,322 1.42%
ANET
Arista Networks, Inc.
Technology 		15,443 $1,896,091 1.37%
ORCL
Oracle Corp
Technology 		12,658 $1,862,118 1.35%
LLY
ELI LILLY & Co
Healthcare 		1,918 $1,764,118 1.28%
WDC
Western Digital Corp
Technology 		6,044 $1,634,841 1.18%
EXPE
Expedia Group, Inc.
Consumer Cyclical 		6,945 $1,603,531 1.16%
QCOM
Qualcomm Inc/De
Technology 		11,468 $1,476,849 1.07%
CRM
Salesforce, Inc.
Technology 		7,802 $1,456,399 1.05%
BMY
Bristol Myers Squibb Co
Healthcare 		23,409 $1,419,755 1.03%
MO
Altria Group, Inc.
Consumer Defensive 		21,181 $1,397,734 1.01%
NOW
ServiceNow, Inc.
Technology 		12,948 $1,353,713 0.98%
INTC
Intel Corp
Technology 		26,812 $1,183,213 0.86%
META
Meta Platforms, Inc.
Communication Services 		2,054 $1,175,155 0.85%
NFLX
Netflix Inc
Communication Services 		11,879 $1,142,165 0.83%
CHRW
C. H. Robinson Worldwide, Inc.
Industrials 		6,876 $1,141,897 0.83%
SNPS
Synopsys Inc
Technology 		2,788 $1,105,386 0.80%
CSGP
Costar Group, Inc.
Real Estate 		26,644 $1,074,818 0.78%
CAT
Caterpillar Inc
Industrials 		1,485 $1,052,063 0.76%
SFM
Sprouts Farmers Market, Inc.
Consumer Defensive 		13,515 $1,042,411 0.75%
LNTH
Lantheus Holdings, Inc.
Healthcare 		13,495 $1,023,595 0.74%
NFG
National Fuel Gas Co
Energy 		10,889 $1,023,130 0.74%
CVX
Chevron Corp
Energy 		4,895 $1,012,775 0.73%
HQY
Healthequity, Inc.
Healthcare 		11,966 $999,998 0.72%
PCRX
Pacira BioSciences, Inc.
Healthcare 		43,835 $990,671 0.72%
MPWR
Monolithic Power Systems Inc
Technology 		879 $961,054 0.70%
ZTS
Zoetis Inc.
Healthcare 		8,115 $959,274 0.69%
CAH
Cardinal Health Inc
Healthcare 		4,466 $943,710 0.68%
MSCI
MSCI Inc.
Financial Services 		1,736 $935,721 0.68%
LITE
Lumentum Holdings Inc.
Technology 		1,282 $900,938 0.65%
IBIT
iShares Bitcoin Trust ETF
 22,858 $878,204 0.64%
GLW
Corning Inc /Ny
Technology 		6,398 $869,936 0.63%

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