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Manager record

Todd Wealth Management, LLC

CIK 2157683 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$483.41MReported 13F valueQ3 2026 · as filed
426Holdings listed
1Quarters on record
Oct 19Latest filed
Reported 13F value by quarter, Q3 2026 to Q3 2026Q3 2026: $483.4M$483.4MQ3 2026426 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 19 2026 13F-HR · period Q3 2026

$131.03M · 108 holdings listed · View original SEC filing ↗
Oct 07 2026 13F-HR · period Q3 2026

$110.52M · 100 holdings listed · View original SEC filing ↗
Oct 07 2026 13F-HR · period Q3 2026

$109.93M · 106 holdings listed · View original SEC filing ↗
Oct 07 2026 13F-HR · period Q3 2026

$131.93M · 112 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 19, 2026 · Change methodology