Austin Private Wealth, LLC Portfolio Holdings
Austin Private Wealth, LLC
- $1.2 Billion
- Q4 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 298
- Current Value $1.2 Billion
- Prior Value $1.18 Billion
- Filing
- Period Q4 2025
- Filing Date January 20, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 11 stocks
- Additional Purchases 125 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks