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Reframe Wealth, LLC 13F Filings, Portfolio & Analysis

CIK: 0001969815
Fairfax 3251 Blenheim Boulevard Suite 502
Zip Code: 22030
Latest Portfolio Value
$260.16 M
Total Holdings
61
Latest Report Date
Q4 2022
Top 10 Concentration
78.69%

Reframe Wealth, LLC — Portfolio Overview & Company Profile

Reframe Wealth, LLC (CIK: 0001969815) is a financial institution headquartered at 3251 Blenheim Boulevard, Suite 502, Fairfax, Virginia 22030. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2022-12-31), the institution manages a portfolio valued at $260.16 M, comprising 61 distinct securities. Over its filing history, it has submitted 2 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2022 — Top-10 concentration: 78.7%.

Portfolio Summary (Q4 2022)

Top Buys

Q4 2022

No buy transactions available for this period

Top Sells

Q4 2022

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
$260.16 M 0.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2022)

Name Shares Market Value Weight Change Activity
1.21 M $61.46 M 23.62% ▲ 1,212,963
144,222 $25.15 M 9.67% ▲ 144,223
309,403 $22.35 M 8.59% ▲ 309,404
198,130 $20.91 M 8.04% ▲ 198,131
302,999 $20.69 M 7.95% ▲ 303,000
220,624 $14.48 M 5.57% ▲ 220,625
65,125 $14.37 M 5.52% ▲ 65,126
83,623 $11.6 M 4.46% ▲ 83,624
38,636 $7.39 M 2.84% ▲ 38,637
125,961 $6.32 M 2.43% ▲ 125,962

Historical Portfolio Charts