Napa Wealth Management Portfolio Holdings
Napa Wealth Management
- $178 Billion
- Q1 2025
Napa Wealth Management has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $178 Billion distributed in 159 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Simplify Exch Traded Fds Simpl with a value of $8.36B, Shp ETF Tr Neos Enhanced Incom with a value of $7.68B, Ea Series Trust with a value of $5.51B, Invesco Actively Mngd ETF Tr U with a value of $4.75B, and I Shares Gold Trust Micro with a value of $4.67B.
Examining the 13F form we can see an decrease of $53.6B in the current position value, from $231B to 178B.
Napa Wealth Management is based out at Napa, CA
Below you can find more details about Napa Wealth Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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