Silicon Hills Wealth Management, LLC has filed its 13F form on August 14, 2023 for Q2 2023 where it was disclosed a total value porftolio of $176 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Short Durat with a value of $24.1M, American Centy ETF Tr Avantis with a value of $23.7M, American Centy ETF Tr Avantis with a value of $10.5M, American Centy ETF Tr Avantis with a value of $8.08M, and American Centy ETF Tr Avantis with a value of $8.06M.

Examining the 13F form we can see an increase of $10.5M in the current position value, from $166M to 176M.

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

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

Portfolio value $176 Million
ETFs: $137 Million
Technology: $11.1 Million
Financial Services: $8.65 Million
Healthcare: $4.82 Million
Consumer Cyclical: $4.27 Million
Industrials: $3.3 Million
Consumer Defensive: $3.23 Million
Communication Services: $2.26 Million
Other: $1.75 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $176 Million
  • Prior Value $166 Million
  • Filing
  • Period Q2 2023
  • Filing Date August 14, 2023
  • Form Type 13F-HR
  • Activity in Q2 2023
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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