Austin Wealth Management, LLC: 13F holdings
CIK 20031122026Q2
| Positions | 126 |
|---|
| Reported value | $473.4m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 126 (+8 vs prior quarter) |
|---|
| Reported value | $473.4m (+7.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAVE DIMENSIONAL ETF TRUST | 1,126,791 | $58.0m | 12.3% |
| SIMPLIFY EXCHANGE TRADED FUN | 679,990 | $30.6m | 6.5% |
| MFUS PIMCO EQUITY SER | 446,808 | $29.0m | 6.1% |
| AVLV AMERICAN CENTY ETF TR | 267,001 | $24.5m | 5.2% |
| DFAI DIMENSIONAL ETF TRUST | 591,035 | $24.4m | 5.2% |
| DFAE DIMENSIONAL ETF TRUST | 551,255 | $20.6m | 4.4% |
| DFNM DIMENSIONAL ETF TRUST | 364,914 | $17.5m | 3.7% |
| GLDM WORLD GOLD TR | 218,666 | $17.4m | 3.7% |
| DBMF LITMAN GREGORY FDS TR | 478,909 | $14.8m | 3.1% |
| AVIV AMERICAN CENTY ETF TR | 165,301 | $13.0m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2003112")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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