Austin Private Wealth, LLC Portfolio Holdings

Austin Private Wealth, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.08 Billion distributed in 301 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 $119M, Ishares Msci Usa Quality Facto with a value of $75.2M, Ishares S&P 500 Growth ETF with a value of $58.1M, Blackrock ETF Tr U S Equity Fa with a value of $51.5M, and Vanguard Russell 1000 ETF with a value of $47.2M.

Examining the 13F form we can see an increase of $16.1M in the current position value, from $1.07B to 1.08B.

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