Defined Wealth Management, LLC Portfolio Holdings
Defined Wealth Management, LLC
- $164 Million
- Q4 2025
Defined Wealth Management, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $164 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $10.2M, Vanguard Index Fds S&P 500 ETF with a value of $9.41M, Vanguard Growth ETF with a value of $7.72M, Spdr S&P 500 ETF Trust with a value of $6.25M, and Ishares Core S&P 500 ETF with a value of $5.99M.
Examining the 13F form we can see an decrease of $599K in the current position value, from $165M to 164M.
Below you can find more details about Defined Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$164 Million
ETFs: $119 Million
Technology: $15.6 Million
Financial Services: $8.51 Million
Healthcare: $5.18 Million
Industrials: $4.35 Million
Consumer Cyclical: $2.44 Million
Energy: $2.3 Million
Communication Services: $2.15 Million
Other: $3.95 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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