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Weaver Consulting Group
RIA/Wealth
Weaver Consulting Group is a RIA/Wealth based in Huntington Beach, CA led by Jason Michael Weaver, reporting $892.9M in AUM as of Q3 2025 with 75% ETF concentration.
Managing PartnerJason Michael Weaver
- Portfolio Value
- $382.8M
- Positions
- 254
- Top Holding
- DIVZ at 6.97%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Weaver Consulting Group's portfolio (34.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $26.7M | 6.97% | +$1.8M Bought | — 733.6K shares | |
ETF ETF | $21.5M | 5.63% | -$1.1M Sold | — 426.0K shares | |
ETF ETF | $19.7M | 5.15% | -$162.8K Sold | — 101.3K shares | |
ETF ETF | $12.7M | 3.31% | +$414.1K Bought | — 249.2K shares | |
ETF ETF | $10.8M | 2.83% | +$1.4M Bought | — 33.0K shares | |
Consumer Electronics Technology | $9.4M | 2.47% | +$374.0K Bought | 0.00% 37.1K shares | |
ETF ETF | $9.1M | 2.37% | -$233.4K Sold | — 79.6K shares | |
Software - Infrastructure Technology | $8.0M | 2.08% | +$121.7K Bought | 0.00% 15.4K shares | |
Unknown Unknown | $7.7M | 2.01% | -$183.0K Sold | — 35.7K shares | |
ETF ETF | $7.7M | 2.00% | +$10.7K Bought | — 161.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Weaver Consulting Group's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Weaver Consulting Group
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