Austin Wealth Management, LLC Purchases and Sells in Q2 2025

Austin Wealth Management, LLC

$562 Billion
Q2 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	475K + 46.28%	$34.04 - $42.36 $16.2M - $20.1M	1.5M $65.1B
MUNI	222K + 291.71%	$50.34 - $51.86 $11.2M - $11.5M	298K $15.2B
DFAI	289K + 60.79%	$28.02 - $34.71 $8.1M - $10M	765K $26.1B
DFAE	257K + 60.7%	$22.87 - $28.95 $5.88M - $7.45M	681K $19.9B
AVLV	94K + 43.11%	$56.85 - $68.21 $5.34M - $6.41M	312K $21.6B
SPYC	95.7K + 13.13%	N/A	824K $33.5B

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	41.6K New	$102.31 - $105.8 $4.25M - $4.4M	41.6K $4.32B
DBND	85.4K New	$45.18 - $46.32 $3.86M - $3.96M	85.4K $3.92B
HYMB	107K New	$24.14 - $25.43 $2.57M - $2.71M	107K $2.59B
AGG	24.4K New	$96.84 - $99.46 $2.36M - $2.43M	24.4K $2.41B
CTA	84.4K New	$26.61 - $29.9 $2.25M - $2.52M	84.4K $2.32B
SCHP	46K New	$26.18 - $26.93 $1.2M - $1.24M	46K $1.22B

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	-702K - 64.77%	$29.12 - $35.84 $20.4M - $25.1M	382K $14B
DFNM	-264K - 41.12%	$46.77 - $47.89 $12.4M - $12.7M	378K $17.9B
DFIC	-394K - 57.89%	$24.94 - $31.15 $9.83M - $12.3M	287K $8.83B
DFEM	-244K - 60.37%	$23.4 - $29.68 $5.71M - $7.24M	160K $4.79B
DFAR	-115K - 52.68%	$20.99 - $23.93 $2.42M - $2.76M	103K $2.39B
VT	-18.5K - 64.9%	$103.16 - $128.52 $1.91M - $2.38M	10K $1.3B

Activity Summary All Purchases 70 New Holdings 17 Increased Positions 53 All Sells 55 Reductions 55 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

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