Austin Wealth Management, LLC Portfolio Holdings

Austin Wealth Management, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $456 Billion distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $42.1B, Dimensional ETF Tr Natl Mun Bd with a value of $28.6B, Pimco Rafi Dynamic Multi Facto with a value of $28.2B, Dimensional ETF Tr with a value of $27.8B, and Simplify Exchange Traded Fds U with a value of $24.2B.

Examining the 13F form we can see an increase of $28.9B in the current position value, from $427B to 456B.

Austin Wealth Management, LLC is based out at Austin, TX

Below you can find more details about Austin Wealth Management, LLC portfolio as well as his latest detailed transactions.