Austin Wealth Management, LLC Incresed Positions in Q4 2025

Austin Wealth Management, LLC

  • $677 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
68.4K
+ 4.41%
$44.77 - $47.01 $3.06M - $3.22M
1.62M $76.9B
DFAI
Dimensional ETF Tr

ETFs
63K
+ 7.39%
$35.82 - $37.52 $2.26M - $2.36M
915K $35.6B
AVLV
American Centy ETF Tr Avantis
17.9K
+ 5.41%
$70.14 - $73.74 $1.26M - $1.32M
349K $27.4B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
70.9K
+ 15.74%
$47.98 - $48.33 $3.4M - $3.42M
521K $25.2B
GLDM
World Gold Trust

ETFs
9.72K
+ 3.51%
$76.32 - $86.69 $742K - $843K
286K $25.4B
SPYC
Simplify Exchange Traded Fds U
50.1K
+ 5.86%
N/A
905K $39.1B
DFAE
Dimensional ETF Tr

ETFs
40.4K
+ 5.39%
$30.74 - $33.05 $1.24M - $1.34M
790K $26.7B
AVIV
American Centy ETF Tr Avantis
19.1K
+ 9.55%
$66.39 - $70.06 $1.27M - $1.34M
219K $15.9B
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
17.3K
+ 2.95%
$54.63 - $56.7 $947K - $983K
604K $34.9B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
85K
+ 49.67%
$24.85 - $25.28 $2.11M - $2.15M
256K $6.42B
AVES
American Centy ETF Tr Avantis

ETFs
17.2K
+ 9.07%
$55.32 - $58.99 $950K - $1.01M
206K $12.3B
VTV
Vanguard Value ETF

ETFs
4.32K
+ 184.45%
$182.87 - $189.72 $790K - $819K
6.66K $1.3B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.25K
+ 6.69%
$119.13 - $120.38 $982K - $993K
132K $15.7B
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
5.8K
+ 2.13%
$36.33 - $37.89 $211K - $220K
279K $10.9B
AMZN
Amazon Com Inc

Consumer Cyclical
1.61K
+ 11.61%
$213.04 - $254.0 $343K - $409K
15.5K $3.81B
GUNR
Flexshares Tr Morningstar Glob

ETFs
4.28K
+ 2.75%
$42.74 - $44.85 $183K - $192K
160K $7.52B
AVUV
American Centy ETF Tr Avantis

ETFs
4.24K
+ 12.22%
$95.19 - $100.66 $404K - $427K
38.9K $4.17B
GOOG
Alphabet Inc.

Communication Services
393
+ 5.09%
$237.49 - $291.74 $93.3K - $115K
8.11K $2.64B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
25.7K
+ 4.21%
$27.18 - $28.91 $697K - $742K
636K $18B
VUG
Vanguard Growth ETF

ETFs
1.35K
+ 63.4%
$470.44 - $504.26 $636K - $681K
3.48K $1.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.01K
+ 58.32%
$600.51 - $631.95 $606K - $638K
2.74K $1.74B
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
8.4K
+ 2.8%
$21.52 - $23.21 $181K - $195K
309K $7.34B
AVGE
American Centy ETF Tr Avantis
3.17K
+ 7.44%
N/A
45.8K $4.04B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.14K
+ 9.8%
$242.67 - $261.79 $275K - $297K
12.7K $3.25B
PAVE
Global X Fds Us Infrastructure

ETFs
2.34K
+ 2.45%
$46.42 - $48.56 $108K - $113K
97.6K $4.82B
AVDV
American Centy ETF Tr Avantis

ETFs
1.58K
+ 7.57%
$87.37 - $90.92 $138K - $143K
22.4K $2.16B
SCHP
Schwab Strategic Us Tips ETF

ETFs
12.7K
+ 27.47%
$26.75 - $27.15 $339K - $344K
58.8K $1.56B
BRP
Brp Group, Inc.

Financial Services
8.55K
+ 29.71%
N/A
37.3K $979M
Ea Series Trust
3.25K
+ 20.5%
N/A
19.1K $1.72B
RAAX
Vaneck ETF Trust Inflation All

ETFs
2.63K
+ 3.92%
$34.05 - $35.45 $89.4K - $93.1K
69.6K $2.51B
KOMP
Spdr S&P Kensho New Economies

ETFs
2.03K
+ 5.51%
$60.1 - $65.57 $122K - $133K
38.8K $2.48B
AVRE
American Centy ETF Tr Avantis
6.73K
+ 5.17%
$43.28 - $45.31 $291K - $305K
137K $6.02B
AVGO
Broadcom Inc.

Technology
527
+ 13.91%
$324.63 - $385.98 $171K - $203K
4.32K $1.43B
AVUS
American Centy ETF Tr Avantis

ETFs
666
+ 6.27%
$105.96 - $111.17 $70.6K - $74K
11.3K $1.29B
DFIP
Dimensional ETF Tr Inflation P

ETFs
9.15K
+ 3.47%
$42.01 - $42.55 $384K - $389K
273K $11.3B
PFF
Ishares Trust Ishares Pfd And

ETFs
4.37K
+ 58.51%
$30.84 - $31.79 $135K - $139K
11.8K $372M
American Centy ETF Tr
1.02K
+ 9.53%
N/A
11.8K $889M
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
TXN
Texas Instruments Inc

Technology
41
+ 2.51%
N/A
1.67K $315M
COP
Conocophillips

Energy
95
+ 4.06%
$85.66 - $95.46 $8.14K - $9.07K
2.44K $240M
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
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