Austin Wealth Management
$473M 13F equity value
129 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Austin Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 1,126,791 | $58M | 12.3% |
| SPYC | SIMPLIFY EXCHANGE TRADED FUN | 679,990 | $31M | 6.5% |
| MFUS | PIMCO EQUITY SER | 446,808 | $29M | 6.1% |
| AVLV | AMERICAN CENTY ETF TR | 267,001 | $24M | 5.2% |
| DFAI | DIMENSIONAL ETF TRUST | 591,035 | $24M | 5.2% |
| DFAE | DIMENSIONAL ETF TRUST | 551,255 | $21M | 4.4% |
| DFNM | DIMENSIONAL ETF TRUST | 364,914 | $18M | 3.7% |
| GLDM | WORLD GOLD TR | 218,666 | $17M | 3.7% |
| DBMF | LITMAN GREGORY FDS TR | 478,909 | $15M | 3.1% |
| AVIV | AMERICAN CENTY ETF TR | 165,301 | $13M | 2.7% |
Track Austin Wealth Management's 13F portfolio: $473M in reported holdings, 129 positions. Top holdings and quarterly changes on SentiSense.
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