Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Austin Wealth Management, LLC (CIK 2003112) reported $440.4M across 118 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($50.8M, 11.53%), SPYC ($26.6M, 6.04%), MFUS ($26.4M, 6.00%), DFAI ($22.8M, 5.17%), AVLV ($21.6M, 4.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $50.8M | 11.53% | 1.1M | Trimmed |
| 2 | SPYC | SIMPLIFY EXCHANGE TRADED FUN | $26.6M | 6.04% | 667,270 | Trimmed |
| 3 | MFUS | PIMCO EQUITY SER | $26.4M | 6.00% | 448,541 | Trimmed |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $22.8M | 5.17% | 575,549 | Trimmed |
| 5 | AVLV | AMERICAN CENTY ETF TR | $21.6M | 4.91% | 265,529 | Trimmed |
| 6 | GLDM | WORLD GOLD TR | $18.7M | 4.26% | 203,477 | Trimmed |
| 7 | DFAE | DIMENSIONAL ETF TRUST | $18.5M | 4.20% | 542,811 | Trimmed |
| 8 | DFNM | DIMENSIONAL ETF TRUST | $15.7M | 3.57% | 327,330 | Trimmed |
| 9 | DBMF | LITMAN GREGORY FDS TR | $14.1M | 3.21% | 463,962 | Trimmed |
| 10 | MUNI | PIMCO ETF TR | $12.7M | 2.89% | 243,938 | Trimmed |
| 11 | AVIV | AMERICAN CENTY ETF TR | $12.2M | 2.77% | 160,665 | Trimmed |
| 12 | IEI | ISHARES TR | $11.4M | 2.59% | 96,737 | Trimmed |
| 13 | TOTL | SSGA ACTIVE ETF TR | $10.4M | 2.36% | 262,695 | Trimmed |
| 14 | AVES | AMERICAN CENTY ETF TR | $9.2M | 2.08% | 152,170 | Trimmed |
| 15 | MFDX | PIMCO EQUITY SER | $8.4M | 1.91% | 208,639 | Trimmed |
| 16 | DFIP | DIMENSIONAL ETF TRUST | $7.5M | 1.71% | 179,713 | Trimmed |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $7.3M | 1.66% | 185,326 | Trimmed |
| 18 | DFCF | DIMENSIONAL ETF TRUST | $7.1M | 1.62% | 168,378 | Trimmed |
| 19 | NFRA | FLEXSHARES TR | $6.6M | 1.50% | 103,055 | Trimmed |
| 20 | GUNR | FLEXSHARES TR | $6.4M | 1.45% | 115,018 | Trimmed |
| 21 | HYMB | SPDR SERIES TRUST | $6.3M | 1.44% | 254,493 | Trimmed |
| 22 | DFIC | DIMENSIONAL ETF TRUST | $5.9M | 1.34% | 163,413 | Trimmed |
| 23 | MFEM | PIMCO EQUITY SER | $5.7M | 1.29% | 227,455 | Trimmed |
| 24 | GAA | CAMBRIA ETF TR | $5.7M | 1.29% | 167,571 | Trimmed |
| 25 | AAPL | APPLE INC | $4.8M | 1.09% | 18,468 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31