Austin Wealth Management, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $482 Billion distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $41.7B, Dimensional ETF Tr with a value of $35.6B, Dimensional ETF Tr Natl Mun Bd with a value of $28.7B, Pimco Rafi Dynamic Multi Facto with a value of $28.6B, and Simplify Exchange Traded Fds U with a value of $25.8B.
Examining the 13F form we can see an increase of $26.8B in the current position value, from $456B to 482B.
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.
