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Three Seasons Wealth
Tory Parke · Investment Advisor · Multi-Strategy
Three Seasons Wealth is an Independent Registered Investment Advisor based in Salt Lake City, Utah, that specializes in comprehensive private wealth management. Founded by Tory Parke, the firm focuses on risk mitigation, wealth accumulation, and legacy planning for high-net-worth individuals, families, and corporations. By providing access to both public market asset management and private market opportunities like venture capital and real estate, the firm delivers bespoke financial solutions designed to navigate the complexities of different economic cycles and life stages.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +4.7% |
| YTD return | +2.5% |
| Sharpe ratio | 0.12 |
| Win rate | 73% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://threeseasonswealth.com/ |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AMZN | Amazon.com Inc | 44.2% | +5.6% |
| TSLA | Tesla Inc | 28.9% | -13.4% |
| AAPL | Apple Inc | 15.6% | +24.1% |
| MSFT | Microsoft Corporation | 4.1% | +2.5% |
| STX | Seagate Technology PLC | 0.8% | +23.4% |
| MU | Micron Technology Inc | 0.8% | +33.9% |
| GOOGL | Alphabet Inc Class A | 0.7% | +23.7% |
| LRCX | Lam Research Corp | 0.6% | +1.1% |
| INTC | Intel Corporation | 0.6% | +20.3% |
| AMD | Advanced Micro Devices Inc | 0.5% | +48.7% |
| AVGO | Broadcom Inc | 0.4% | -5.2% |
| WDC | Western Digital Corporation | 0.4% | +3.2% |
| GLW | Corning Incorporated | 0.4% | -3.3% |
| NVDA | NVIDIA Corporation | 0.3% | +10.3% |
| LITE | Lumentum Holdings Inc | 0.3% | +8.0% |
| WBD | Warner Bros Discovery Inc | 0.3% | +0.8% |
| BRK-A | Berkshire Hathaway Inc | 0.3% | +7.5% |
| ORCL | Oracle Corporation | 0.3% | -27.3% |
| V | Visa Inc. Class A | 0.3% | +7.9% |
| CIEN | Ciena Corp | 0.3% | -23.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | BRK-A | 0.3% → 0.3% |
| Sep 14, 2026 | SELL | TSLA | 28.9% → 28.9% |
| Sep 14, 2026 | SELL | AMD | 0.5% → 0.5% |
| Sep 14, 2026 | SELL | INTC | 0.6% → 0.6% |
| Sep 14, 2026 | BUY | NVDA | 0.3% → 0.3% |
Investment Style Analysis
Three Seasons Wealth is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Retail and Auto Manufacturers sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Three Seasons Wealth made a significant move by reducing the position in BRK-A. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy is rooted in the core pillars of patience, discipline, and sacrifice, emphasizing a risk-managed approach to long-term wealth accumulation. Three Seasons Wealth acts as a strategic gatekeeper, shielding clients from highly speculative or predatory influences while seeking excellence through personalized, diversified portfolios. Their strategy balances growth and income across various asset classes, aiming to optimize returns and preserve capital to ensure enduring multi-generational legacies and an abundant lifestyle for their clients.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Three Seasons Wealth.
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Frequently asked questions
How is the simulated portfolio for Three Seasons Wealth constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Three Seasons Wealth's largest holding?
As of the latest filing, Three Seasons Wealth's top position is Amazon.com Inc (AMZN), representing 44.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Three Seasons Wealth's historical performance and risk profile?
Our simulation indicates a total return of +4.7% with a win rate of 73%. Notably, the portfolio maintains a Sharpe Ratio of 0.12, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Three Seasons Wealth primarily invest in?
Three Seasons Wealth has a strong preference for the Internet Retail sector, which makes up 44.2% of their disclosed assets. The portfolio also has exposure to Auto Manufacturers, indicating a specific thematic focus.
Is Three Seasons Wealth's portfolio concentrated or diversified?
Three Seasons Wealth runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 88.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Three Seasons Wealth performed in 2026?
Our AI-simulated model portfolio for Three Seasons Wealth tracks a Year-to-Date (YTD) return of +2.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Tory Parke manage Three Seasons Wealth directly?
Yes, Tory Parke serves as the key portfolio manager for Three Seasons Wealth, overseeing the investment strategy and final capital allocation decisions.