HTTP://WWW.WEALTHSTONEARMADA.COM COLUMBUS, OH Investment Advisor How do I update this listing?

Wealthstone is based out of Columbus. Wealthstone is a large advisory firm with 304 clients and discretionary assets under management (AUM) of $880,552,162 (Form ADV from 2020-06-15). Their last reported 13F filing for Q4 2020 included $281,848,000 in managed 13F securities and a top 10 holdings concentration of 52.76%. Wealthstone's largest holding is iShares National Muni Bond ETF with shares held of 310,670. Whalewisdom has at least 8 13F filings

Download 13F Summary Create Alert


13F Activity

  • Market Value $281.848 Million
  • Prior Market Value $219.065 Million
  • New Purchases64 stocks
  • Additional Purchases117 stocks
  • Sold out of9 stocks
  • Reduced holdings in51 stocks
  • Top 10 Holdings % 52.76 %
  • Turnover % [1]:28.74%
  • Turnover Alt % [2]: 1.29 %
  • Time Held Top20:2.55 quarters
  • Time Held Top10:2.80 quarters
  • Time Held All:1.64 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 8.85%
Performance Last 4 Quarters: 11.28%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

*Shares are split adjusted

View Last Form Adv Compilation Report on Record

COLUMBUS OH    43220
Country: United States

Business Phone: 614-267-2600
Fax: 614-267-2700
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OH
Number of employees: 15
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 323,092,000
Total Number of Clients: 304
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year


Elevate your investments