Defined Wealth Management, LLC Portfolio Holdings
Defined Wealth Management, LLC
- $155 Million
- Q2 2025
Defined Wealth Management, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $155 Million distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $9.62M, Vanguard Index Fds S&P 500 ETF with a value of $8.76M, Vanguard Growth ETF with a value of $7.17M, Spdr S&P 500 ETF Trust with a value of $5.93M, and Ishares Core S&P 500 ETF with a value of $5.52M.
Examining the 13F form we can see an increase of $11.8M in the current position value, from $143M to 155M.
Below you can find more details about Defined Wealth Management, LLC portfolio as well as his latest detailed transactions.