Austin Private Wealth, LLC Portfolio Holdings
Austin Private Wealth, LLC
- $1.17 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 307
- Current Value $1.17 Billion
- Prior Value $1.08 Billion
- Filing
- Period Q2 2025
- Filing Date August 01, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 24 stocks
- Additional Purchases 166 stocks
- Sold out of 0 stocks
- Reduced holdings in 82 stocks