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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.

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)
A
AMZN
AMAZON COM INC32.27%$325.0M1,480,389$217.48$219.57+$231.6K
T
TSLA
TESLA INC29.20%$294.1M661,271$317.73$444.72+$84.1M
A
AAPL
APPLE INC12.46%$125.5M492,731$204.76$254.63+$24.3M
M
MSFT
MICROSOFT CORP4.57%$46.0M88,881$481.02$517.95+$2.0M
G
GLD
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%