Austin Wealth Management, LLC Purchases in Q4 2025

Austin Wealth Management, LLC

  • $677 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
149
+ 1.43%
$110.64 - $119.78 $16.5K - $17.8K
10.5K $1.3B
VGIT
Vanguard Intermediate Term Tre

ETFs
1.63K
+ 23.36%
$59.84 - $60.54 $97.7K - $98.9K
8.62K $517M
VBR
Vanguard Small Cap Value ETF

ETFs
324
+ 19.88%
$201.42 - $211.15 $65.3K - $68.4K
1.95K $431M
IVV
Ishares Core S&P 500 ETF

ETFs
98
+ 9.98%
$656.2 - $690.71 $64.3K - $67.7K
1.08K $748M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
1.54K
+ 6.95%
$29.26 - $30.54 $45K - $47K
23.7K $732M
JPM
Jpmorgan Chase & CO

Financial Services
102
+ 9.44%
$294.11 - $320.41 $30K - $32.7K
1.18K $390M
Reddit Inc
6
+ 0.54%
N/A
1.11K $282M
WMT
Walmart Inc.

Consumer Defensive
275
+ 6.96%
$101.18 - $109.03 $27.8K - $30K
4.23K $478M
QQQ
Invesco Qqq Trust, Series 1

ETFs
63
+ 15.14%
$589.5 - $635.77 $37.1K - $40.1K
479 $297M
JNJ
Johnson & Johnson

Healthcare
110
+ 6.46%
$185.98 - $199.58 $20.5K - $22K
1.81K $373M
COP
Conocophillips

Energy
95
+ 4.06%
$85.66 - $95.46 $8.14K - $9.07K
2.44K $240M
TJX
Tjx Companies Inc

Consumer Cyclical
73
+ 4.72%
$138.56 - $147.63 $10.1K - $10.8K
1.62K $256M
RSP
Invesco S&P 500 Equal Weight E

ETFs
118
+ 7.49%
$185.12 - $192.11 $21.8K - $22.7K
1.69K $333M
V
Visa Inc.

Financial Services
38
+ 1.38%
$325.75 - $352.42 $12.4K - $13.4K
2.79K $983M
CSCO
Cisco Systems, Inc.

Technology
167
+ 3.09%
$67.46 - $78.0 $11.3K - $13K
5.56K $411M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.64K
+ 10.15%
$18.93 - $19.55 $31K - $32K
17.8K $343M
RC
Ready Capital Corp

Real Estate
14.1K
New
$2.65 - $3.82 $37.4K - $53.9K
14.1K $29M
Themes ETF Tr
6.84K
+ 31.2%
N/A
28.8K $739M
IBM
International Business Machines Corp

Technology
33
+ 4.12%
$275.97 - $314.98 $9.11K - $10.4K
834 $252M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
504
+ 2.07%
$99.87 - $101.27 $50.3K - $51K
24.9K $2.49B
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
2
+ 0.05%
$60.25 - $64.15 $121 - $128
3.87K $259M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
266
+ 2.15%
N/A
12.7K $335M
DFSU
Dimensional ETF Tr Dimen Us Su
20
+ 0.22%
N/A
9.09K $402M
GD
General Dynamics Corp

Industrials
16
+ 2.01%
$330.59 - $353.77 $5.29K - $5.66K
812 $285M
CVX
Chevron Corp

Energy
37
+ 1.96%
$148.9 - $157.72 $5.51K - $5.84K
1.93K $307M
DIS
Walt Disney CO

Communication Services
44
+ 1.94%
$105.69 - $116.65 $4.65K - $5.13K
2.31K $264M
MCD
Mcdonalds Corp

Consumer Cyclical
26
+ 3.36%
$293.81 - $310.11 $7.64K - $8.06K
799 $247M
GILD
Gilead Sciences, Inc.

Healthcare
42
+ 2.13%
$110.56 - $125.2 $4.64K - $5.26K
2.01K $243M
AMD
Advanced Micro Devices Inc

Technology
138
+ 13.76%
$164.01 - $264.33 $22.6K - $36.5K
1.14K $234M
PG
Procter & Gamble CO

Consumer Defensive
90
+ 6.68%
$145.5 - $153.18 $13.1K - $13.8K
1.44K $204M
TSLA
Tesla, Inc.

Consumer Cyclical
19
+ 0.53%
$401.99 - $468.37 $7.64K - $8.9K
3.61K $1.57B
NEE
Nextera Energy Inc

Utilities
77
+ 2.25%
$78.18 - $86.03 $6.02K - $6.62K
3.5K $278M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.65K
+ 1.23%
$42.71 - $43.27 $156K - $158K
301K $12.8B
DHI
Horton D R Inc

Consumer Cyclical
37
+ 2.22%
$142.43 - $174.95 $5.27K - $6.47K
1.7K $248M
TPL
Texas Pacific Land Corp

Energy
1.98K
+ 200.0%
$889.25 - $1022.65 $1.76M - $2.02M
2.97K $899M
ADP
Automatic Data Processing Inc

Industrials
11
+ 0.93%
$250.9 - $292.94 $2.76K - $3.22K
1.2K $318M
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 1.72%
$358.03 - $397.02 $7.16K - $7.94K
1.18K $425M
MSFT
Microsoft Corp

Technology
196
+ 5.2%
$496.82 - $542.07 $97.4K - $106K
3.97K $1.9B
META
Meta Platforms, Inc.

Communication Services
135
+ 6.58%
$609.01 - $751.67 $82.2K - $101K
2.19K $1.41B
NFRA
Flexshares Stoxx Global Broad

ETFs
4.73K
+ 3.37%
$62.04 - $64.19 $293K - $304K
145K $8.75B
Activity Summary
Buys All Purchases 91 New Holdings 13 Increased Positions 78 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Austin Wealth Management, LLC Portfolio

Follow Austin Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Austin Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Austin Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email