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.
Portfolio value
$155 Million
ETFs: $113 Million
Technology: $12.8 Million
Financial Services: $9.19 Million
Healthcare: $5.81 Million
Industrials: $4.06 Million
Communication Services: $2.27 Million
Energy: $2.13 Million
Consumer Cyclical: $1.95 Million
Other: $3.51 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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