1y return+18.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2023: $159 against $175 in the S&P 500.2
Three Seasons Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMZNAmazon Com Inc | $351.7M | 32.0% | +5661.5% |
| TSLATesla Inc | $263.9M | 24.0% | +68324.1% |
| AAPLApple Inc | $144.7M | 13.2% | +3614.5% |
| MSFTMicrosoft Corp | $32.4M | 2.9% | +916.5% |
| IYEIshares Tr | $19.1M | 1.7% | +422.2% |
| GLDSpdr Gold Tr | $12.0M | 1.1% | +27.0% |
| IYWIshares Tr | $10.8M | 1.0% | +2412.9% |
| IYZIshares Tr | $10.5M | 1.0% | +95.3% |
| IYMIshares Tr | $10.4M | 0.9% | +99.8% |
| SSOProshares Tr | $8.1M | 0.7% | New |
| GSSTGoldman Sachs Etf Tr | $7.6M | 0.7% | +2.0% |
| BILSpdr Series Trust | $7.4M | 0.7% | −5.1% |
| JPSTJ P Morgan Exchange Traded F | $7.3M | 0.7% | |
| MUMicron Technology Inc | $7.0M | 0.6% | −32.7% |
| NVDANvidia Corporation | $6.4M | 0.6% | +40.7% |
| PNOVInnovator Etfs Trust | $5.6M | 0.5% | |
| SNDKSandisk Corp | $5.4M | 0.5% | +141.7% |
| IVVIshares Tr | $4.9M | 0.4% | −2.9% |
| WDCWestern Digital Corp | $4.5M | 0.4% | +16.8% |
| INTCIntel Corp | $4.4M | 0.4% | +18.1% |
| QQQInvesco Qqq Tr | $4.2M | 0.4% | −14.8% |
| GOOGAlphabet Inc | $4.2M | 0.4% | −5.3% |
| SHOPShopify Inc | $4.1M | 0.4% | +95.0% |
| LITELumentum Hldgs Inc | $3.9M | 0.4% | +251.2% |
| MRVLMarvell Technology Inc | $3.8M | 0.3% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LITELumentum Hldgs Inc | September 30, 2025 | +427.4% | $3.9M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | September 30, 2025 | +308.8% | $3.5M |
| WDCWestern Digital Corp | December 31, 2025 | +270.8% | $4.5M |
| LRCXLam Research Corp | September 30, 2025 | +223.6% | $3.0M |
| GOOGAlphabet Inc | September 30, 2023 | +168.0% | $4.2M |
| IYWIshares Tr | September 30, 2023 | +140.4% | $10.8M |
| GLDSpdr Gold Tr | September 30, 2023 | +114.9% | $12.0M |
| AMZNAmazon Com Inc | September 30, 2023 | +87.5% | $351.7M |
| IVVIshares Tr | September 30, 2023 | +74.4% | $4.9M |
| SHOPShopify Inc | June 30, 2024 | +72.9% | $4.1M |
Sold off last quarter
- SHProshares Tr was $20.5M
- SDSProshares Tr was $5.0M
- IYJIshares Tr was $4.6M
- ALBAlbemarle Corp was $2.7M
- IJKIshares Tr was $2.2M
- CRMSalesforce Inc was $1.5M
- CHRWC H Robinson Worldwide In was $1.1M
- SFMSprouts Fmrs Mkt Inc was $1.0M
- NFGNational Fuel Gas Co was $1.0M
- ZTSZoetis Inc was $959K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.3% | +14.8% |
| March 31, 2026 | −9.9% | −4.6% |
| December 31, 2025 | +2.9% | +2.4% |
| September 30, 2025 | +14.5% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | +1.8% | +2.1% |
| September 30, 2024 | +4.5% | +5.4% |
| June 30, 2024 | +2.7% | +4.0% |
| March 31, 2024 | +9.6% | +10.0% |
| December 31, 2023 | +6.5% | +11.2% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Three Seasons Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2044495&type=13F-HR&dateb=&owner=include&count=40CIK 2044495
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2044495/000142050626001588/Filed August 13, 2026 · accession 0001420506-26-001588