Austin Private Wealth, LLC Purchases in Q4 2025

Austin Private Wealth, LLC

  • $1.2 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
91.7K
+ 38.55%
$202.52 - $212.07 $18.6M - $19.5M
330K $69.1M
AVEM
American Centy ETF Tr Avantis

ETFs
149K
+ 98.05%
$73.09 - $78.36 $10.9M - $11.7M
301K $23.3M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
88.3K
+ 58.55%
$117.68 - $124.18 $10.4M - $11M
239K $28.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
153K
+ 23.64%
$42.26 - $44.28 $6.45M - $6.76M
798K $34.9M
SPTL
Spdr Portfolio Long Term Treas

ETFs
237K
+ 97.68%
$26.76 - $27.67 $6.35M - $6.57M
480K $12.9M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
211K
+ 88.81%
$25.94 - $26.36 $5.48M - $5.56M
449K $11.7M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
111K
+ 15.25%
$45.48 - $45.92 $5.03M - $5.08M
836K $38.2M
NOW
Service Now, Inc.

Technology
3.34K
+ 564.47%
$835.79 - $946.29 $2.79M - $3.16M
3.93K $3.28M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
27.3K
+ 2.24%
$57.9 - $61.26 $1.58M - $1.67M
1.24M $74.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
21.2K
+ 1.91%
$76.84 - $80.86 $1.63M - $1.72M
1.13M $89.6M
FIBR
Ishares U.S. Fixed Income Bala

ETFs
16.4K
New
N/A
16.4K $1.48M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
64.2K
New
$22.7 - $23.59 $1.46M - $1.51M
64.2K $1.46M
IVV
Ishares Core S&P 500 ETF

ETFs
1.96K
+ 38.43%
$656.2 - $690.71 $1.28M - $1.35M
7.05K $4.76M
XLK
Technology Sector Spdr

ETFs
3.67K
+ 74.07%
$278.39 - $304.13 $1.02M - $1.12M
8.62K $2.48M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
9.75K
+ 2.93%
$58.76 - $62.27 $573K - $607K
342K $20.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.7K
+ 3.39%
$45.45 - $48.31 $624K - $664K
419K $19.9M
EMHC
Spdr Bloomberg Emerging Market
29.2K
+ 9.6%
$25.12 - $25.8 $733K - $752K
333K $8.49M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
17.3K
+ 3.72%
$46.57 - $47.16 $806K - $817K
483K $22.5M
SRLN
Ssga Active Trust

ETFs
18.6K
+ 11.4%
$41.05 - $41.54 $763K - $772K
182K $7.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.09K
+ 2.24%
$653.02 - $687.39 $709K - $747K
49.6K $33M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.06K
+ 0.85%
$118.29 - $126.28 $480K - $512K
483K $58.4M
AVGO
Broadcom Inc.

Technology
918
+ 4.27%
$324.63 - $385.98 $298K - $354K
22.4K $7.68M
AMD
Advanced Micro Devices Inc

Technology
580
+ 11.23%
$164.01 - $264.33 $95.1K - $153K
5.75K $1.38M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
29.3K
+ 14.28%
$19.16 - $19.36 $561K - $567K
234K $4.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13.5K
+ 4.23%
$37.61 - $39.41 $508K - $532K
333K $12.9M
IEMG
Ishares Inc

ETFs
9.96K
+ 1.77%
N/A
572K $30.7M
OEF
Ishares S&P 100 ETF

ETFs
1.68K
New
N/A
1.68K $447K
SPMD
Spdr Portfolio

ETFs
10.5K
+ 6.47%
$55.44 - $58.05 $583K - $610K
173K $9.73M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
16.8K
+ 205.61%
$25.75 - $26.12 $433K - $439K
25K $644K
EBND
Spdr Bloomberg Emerging Market

ETFs
20.1K
+ 10.81%
$21.1 - $21.41 $424K - $430K
206K $4.38M
LLY
Eli Lilly & CO

Healthcare
52
+ 4.73%
$799.57 - $1025.28 $41.6K - $53.3K
1.15K $1.18M
DFSD
Dimensional ETF Tr Short Durat

ETFs
6.16K
+ 12.48%
$48.17 - $48.5 $296K - $299K
55.5K $2.67M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.78K
+ 12.7%
$42.71 - $43.27 $289K - $293K
60.1K $2.57M
RWO
Spdr Dow Jones Global Real Est

ETFs
6.47K
+ 9.32%
$44.14 - $46.54 $286K - $301K
75.9K $3.46M
MBB
Ishares Tr

ETFs
3K
+ 1.94%
$94.9 - $96.23 $285K - $289K
158K $15M
ITA
Ishares Tr

ETFs
1.26K
New
$205.04 - $218.9 $258K - $276K
1.26K $259K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.14K
New
$102.37 - $105.36 $219K - $225K
2.14K $219K
INTA
Intapp, Inc.

Technology
4.86K
New
$36.57 - $43.07 $178K - $209K
4.86K $209K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.85K
New
$42.11 - $44.28 $204K - $215K
4.85K $208K
ACN
Accenture PLC

Technology
901
+ 47.15%
$234.02 - $253.35 $211K - $228K
2.81K $678K
HEFA
Ishares Currency Hedged Msci E

ETFs
4.9K
New
$39.63 - $41.86 $194K - $205K
4.9K $201K
LUV
Southwest Airlines CO

Industrials
6.13K
New
$29.67 - $34.68 $182K - $213K
6.13K $201K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.11K
+ 0.94%
$51.27 - $51.8 $108K - $109K
226K $11.7M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
9.25K
+ 11.46%
$23.54 - $23.93 $218K - $221K
90K $2.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
322
+ 9.05%
$475.68 - $513.11 $153K - $165K
3.88K $1.98M
ZS
Zscaler, Inc.

Technology
596
New
$292.75 - $336.27 $174K - $200K
596 $178K
FCNCA
First Citizens Bancshares Inc

Financial Services
98
New
$1638.68 - $1845.3 $161K - $181K
98 $175K
AMGN
Amgen Inc

Healthcare
5
+ 0.17%
$290.13 - $341.71 $1.45K - $1.71K
2.9K $989K
NVDA
Nvidia Corp

Technology
823
+ 1.1%
$179.83 - $207.04 $148K - $170K
75.8K $14.1M
Activity Summary
Buys All Purchases 136 New Holdings 11 Increased Positions 125 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 23 Puts 1
Track This Portfolio

Track Austin Private Wealth, LLC Portfolio

Follow Austin Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Austin Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Austin Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email