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Three Seasons Wealth, LLC

CIK:0002044495
Investment Adviser
$362M AUM
172 holdings
Salt Lake City, UT, United States
Founded:2017
7 employees
Latest filing:Sep 30, 2025

Three Seasons Wealth, LLC is an independent Registered Investment Advisor (RIA) based in Salt Lake City, Utah. Founded by Tory Parke, the firm specializes in full-service private wealth management, with a focus on risk mitigation, total wealth accumulation, and legacy planning. Serving primarily high net worth individuals, families, and companies, Three Seasons Wealth offers a multi-family office structure, access to both public and private investments (including venture capital and real estate), and a disciplined, client-focused approach. The firm is currently led by a team of approximately 7 employees and manages hundreds of accounts for clients mainly in the United States.

Investment Strategy

Three Seasons Wealth develops bespoke investment strategies focused on risk mitigation and long-term wealth accumulation tailored to each client’s goals and stage in life. The firm combines deep public and private market knowledge, offering clients diversified investment portfolios and access to both traditional asset classes and alternative investments, including venture capital and real estate. Core principles include patience, discipline, and transparency, with an emphasis on adapting strategies as clients' financial situations evolve. The firm acts as a gatekeeper against speculative and predatory investments, seeking to maximize after-tax, long-term returns while preserving capital and helping clients achieve multi-generational legacies.

Latest 13F Filing Activity

Three Seasons Wealth, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 164 equity positions with a total 13F market value of $1B. The fund increased holdings in Tesla Inc., Apple Inc., Ishares TR among other positions. Three Seasons Wealth, LLC reduced exposure to Invesco QQQ TR, SPDR S&P 500 Etf TR, Ishares TR among others.

Top Buys
T
TSLATESLA INC
+$84.1M
A
AAPLAPPLE INC
+$24.3M
I
IYFISHARES TR
+$8.8M
I
IYZISHARES TR
+$8.7M
I
IYCISHARES TR
+$8.7M
Top Sells
Q
QQQINVESCO QQQ TR
-$31.8M
S
SPYSPDR S&P 500 ETF TR
-$30.6M
I
IVWISHARES TR
-$30.3M
T
TMOTHERMO FISHER SCIENTIFIC INC
-$962.4K
N
NFLXNETFLIX INC
-$813.5K

Top Holdings

A
AMZNAMAZON COM INC
+32.3%$325.0M
T
TSLATESLA INC
+29.2%$294.1M
A
AAPLAPPLE INC
+12.5%$125.5M
M
MSFTMICROSOFT CORP
+4.6%$46.0M
G
GLDSPDR GOLD TR
+1.3%$12.8M

Equity Positions (164)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
AMAZON COM INC32.27%$325.0M1,480,389$217.48$219.57+$231.6K
TESLA INC29.20%$294.1M661,271$317.73$444.72+$84.1M
APPLE INC12.46%$125.5M492,731$204.76$254.63+$24.3M
MICROSOFT CORP4.57%$46.0M88,881$481.02$517.95+$2.0M
SPDR GOLD TR1.27%$12.8M36,001$199.76$355.47+$1.9M

Industry Allocation

RETAIL-CATALOG & MAIL-ORDER HOUSES
+32.3%
MOTOR VEHICLES & PASSENGER CAR BODIES
+29.2%
ELECTRONIC COMPUTERS
+12.5%
SERVICES-PREPACKAGED SOFTWARE
+6.2%
COMMODITY CONTRACTS BROKERS & DEALERS
+1.4%