TMD WEALTH MANAGEMENT, LLC

PrivateCIK: 1842820
Location

SCOTTSDALE, AZ

54
Positions
$456.15M
Total AUM (reported)
13.96M
Total Shares

Allocation by class

TOTAL AUM$456.15M54 positions
VALUE ETF$70.77M15.5%
GROWTH ETF$57.39M12.6%
SIMPLIFY OPPORT$47.51M10.4%
MSCI USA QLT FCT$41.83M9.2%
COM$29.89M6.6%
US QTLY DIV GRT$28.97M6.4%
US MARKET NETRL$24.68M5.4%

Portfolio Concentration

Top 338.5%4–1037.9%11–2520.8%Rest2.8%TOP 1076.4%0%100%
Top 3$175.67M38.5%
4–10$172.79M37.9%
11–25$94.92M20.8%
Rest$12.77M2.8%

Top 3 weight

38.5%

Top 10 weight

76.4%

Voting Authority Distribution

Total shares with voting rights: 13.96M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

13.96M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole54
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings54
Rows:

VANGUARD INDEX FDS

SOLE
VALUE ETF
Shares441.20K
TypeSH
Market value$70.77M
15.52%
Sole
0.00
Shared
0.00
None
441.20K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares153.45K
TypeSH
Market value$57.39M
12.58%
Sole
0.00
Shared
0.00
None
153.45K

SIMPLIFY EXCHANGE TRADED FUN

SOLE
SIMPLIFY OPPORT
Shares1.92M
TypeSH
Market value$47.51M
10.41%
Sole
0.00
Shared
0.00
None
1.92M

ISHARES TR

SOLE
MSCI USA QLT FCT
Shares244.98K
TypeSH
Market value$41.83M
9.17%
Sole
0.00
Shared
0.00
None
244.98K

WISDOMTREE TR

SOLE
US QTLY DIV GRT
Shares371.13K
TypeSH
Market value$28.97M
6.35%
Sole
0.00
Shared
0.00
None
371.13K

AGF INVTS TR

SOLE
US MARKET NETRL
Shares1.26M
TypeSH
Market value$24.68M
5.41%
Sole
0.00
Shared
0.00
None
1.26M

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares556.50K
TypeSH
Market value$24.45M
5.36%
Sole
0.00
Shared
0.00
None
556.50K

JANUS DETROIT STR TR

SOLE
HENDERSON MTG
Shares429.26K
TypeSH
Market value$19.17M
4.20%
Sole
0.00
Shared
0.00
None
429.26K

SPDR SER TR

SOLE
BLOOMBERG 3-12 M
Shares191.32K
TypeSH
Market value$19.01M
4.17%
Sole
0.00
Shared
0.00
None
191.32K

J P MORGAN EXCHANGE TRADED F

SOLE
ULTRA SHRT INC
Shares291K
TypeSH
Market value$14.69M
3.22%
Sole
0.00
Shared
0.00
None
291K

ISHARES TR

SOLE
IBONDS 27 TRM TS
Shares539.15K
TypeSH
Market value$11.90M
2.61%
Sole
0.00
Shared
0.00
None
539.15K

FIRST TR EXCHANGE-TRADED FD

SOLE
SMID RISNG ETF
Shares327.48K
TypeSH
Market value$10.93M
2.40%
Sole
0.00
Shared
0.00
None
327.48K

WISDOMTREE TR

SOLE
EMER MKT HIGH FD
Shares251.95K
TypeSH
Market value$10.91M
2.39%
Sole
0.00
Shared
0.00
None
251.95K

STRATEGIC TRUST

SOLE
RUNNING GWTH ETF
Shares351.26K
TypeSH
Market value$10.72M
2.35%
Sole
0.00
Shared
0.00
None
351.26K

OAKTREE SPECIALTY LENDING CO

SOLE
COM
Shares567.72K
TypeSH
Market value$10.68M
2.34%
Sole
0.00
Shared
0.00
None
567.72K

SPDR SER TR

SOLE
BLOOMBERG 1-3 MO
Shares91.44K
TypeSH
Market value$8.39M
1.84%
Sole
0.00
Shared
0.00
None
91.44K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares37.63K
TypeSH
Market value$6.18M
1.36%
Sole
0.00
Shared
0.00
None
37.63K

WISDOMTREE TR

SOLE
FLOATNG RAT TREA
Shares101.81K
TypeSH
Market value$5.12M
1.12%
Sole
0.00
Shared
0.00
None
101.81K

APPLE INC

SOLE
COM
Shares21.96K
TypeSH
Market value$4.63M
1.01%
Sole
0.00
Shared
0.00
None
21.96K

TESLA INC

SOLE
COM
Shares32.21K
TypeSH
Market value$4.40M
0.97%
Sole
0.00
Shared
0.00
None
32.21K

MICROSOFT CORP

SOLE
COM
Shares9.45K
TypeSH
Market value$4.22M
0.93%
Sole
0.00
Shared
0.00
None
9.45K

ALPHABET INC

SOLE
CAP STK CL C
Shares11.33K
TypeSH
Market value$2.08M
0.46%
Sole
0.00
Shared
0.00
None
11.33K

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares3.61K
TypeSH
Market value$1.96M
0.43%
Sole
0.00
Shared
0.00
None
3.61K

SARATOGA INVT CORP

SOLE
COM NEW
Shares67.73K
TypeSH
Market value$1.54M
0.34%
Sole
0.00
Shared
0.00
None
67.73K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares3.07K
TypeSH
Market value$1.25M
0.27%
Sole
0.00
Shared
0.00
None
3.07K
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