Austin Wealth Management, LLC Portfolio Holdings

Austin Wealth Management, LLC

  • $562 Billion
  • Q2 2025

Austin Wealth Management, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $562 Billion distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $65.1B, Simplify Exchange Traded Fds U with a value of $33.5B, Pimco Rafi Dynamic Multi Facto with a value of $30.9B, Dimensional ETF Tr with a value of $26.1B, and American Centy ETF Tr Avantis with a value of $21.6B.

Examining the 13F form we can see an increase of $63.2B in the current position value, from $499B to 562B.

Austin Wealth Management, LLC is based out at Austin, TX

Below you can find more details about Austin Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $562 Billion
ETFs: $448 Billion
Technology: $13.5 Billion
Consumer Cyclical: $5.69 Billion
Communication Services: $4.9 Billion
Financial Services: $3.03 Billion
Energy: $2.45 Billion
Consumer Defensive: $1.8 Billion
Healthcare: $967 Million
Other: $1.36 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $562 Billion
  • Prior Value $499 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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