Austin Private Wealth, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.17 Billion distributed in 307 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $82.3M, Ishares Msci Usa Quality Facto with a value of $75M, Msci Eafe Value ETF with a value of $67.7M, Blackrock ETF Tr U S Equity Fa with a value of $59.7M, and Ishares S&P 500 Growth ETF with a value of $58.6M.
Examining the 13F form we can see an increase of $90.1M in the current position value, from $1.08B to 1.17B.
Below you can find more details about Austin Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.17 Billion
ETFs: $1.01 Billion
Technology: $67.9 Million
Communication Services: $15.5 Million
Financial Services: $15.5 Million
Consumer Cyclical: $12.4 Million
Healthcare: $9.89 Million
Industrials: $9.13 Million
Energy: $8.4 Million
Other: $9.48 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
