Austin Private Wealth, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.2 Billion distributed in 298 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $89.6M, Blackrock ETF Tr U S Equity Fa with a value of $74.6M, Ishares S&P 500 Value ETF with a value of $69.1M, Ishares S&P 500 Growth ETF with a value of $58.4M, and Invesco Exchange Traded Fd Tr with a value of $57.8M.
Examining the 13F form we can see an increase of $17.6M in the current position value, from $1.18B to 1.2B.
Below you can find more details about Austin Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.2 Billion
ETFs: $1.03 Billion
Technology: $77.2 Million
Communication Services: $19.4 Million
Financial Services: $16.6 Million
Consumer Cyclical: $11.3 Million
Healthcare: $11.1 Million
Industrials: $8.82 Million
Energy: $8.37 Million
Other: $9.33 Million
Stock Holdings Table Market Cap. of $200 Billions or more
