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 $473.4M across 126 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAU ($58.0M, 12.26%), SPYC ($30.6M, 6.47%), MFUS ($29.0M, 6.12%), AVLV ($24.5M, 5.17%), DFAI ($24.4M, 5.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $58.0M | 12.26% | 1.1M | Added |
| 2 | SPYC | SIMPLIFY EXCHANGE TRADED FUN | $30.6M | 6.47% | 679,990 | Added |
| 3 | MFUS | PIMCO EQUITY SER | $29.0M | 6.12% | 446,808 | Trimmed |
| 4 | AVLV | AMERICAN CENTY ETF TR | $24.5M | 5.17% | 267,001 | Added |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $24.4M | 5.16% | 591,035 | Added |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $20.6M | 4.35% | 551,255 | Added |
| 7 | DFNM | DIMENSIONAL ETF TRUST | $17.5M | 3.71% | 364,914 | Added |
| 8 | GLDM | WORLD GOLD TR | $17.4M | 3.67% | 218,666 | Added |
| 9 | DBMF | LITMAN GREGORY FDS TR | $14.8M | 3.12% | 478,909 | Added |
| 10 | AVIV | AMERICAN CENTY ETF TR | $13.0M | 2.74% | 165,301 | Added |
| 11 | MUNI | PIMCO ETF TR | $12.1M | 2.55% | 231,539 | Trimmed |
| 12 | IEI | ISHARES TR | $11.7M | 2.47% | 99,892 | Added |
| 13 | AVES | AMERICAN CENTY ETF TR | $10.1M | 2.13% | 160,147 | Added |
| 14 | TOTL | SSGA ACTIVE ETF TR | $9.9M | 2.09% | 253,097 | Trimmed |
| 15 | MFDX | PIMCO EQUITY SER | $8.7M | 1.83% | 211,092 | Added |
| 16 | DFAC | DIMENSIONAL ETF TRUST | $7.8M | 1.64% | 175,594 | Trimmed |
| 17 | DFIP | DIMENSIONAL ETF TRUST | $7.5M | 1.58% | 181,479 | Added |
| 18 | DFCF | DIMENSIONAL ETF TRUST | $7.2M | 1.51% | 170,408 | Added |
| 19 | NFRA | FLEXSHARES TR | $6.9M | 1.46% | 105,302 | Added |
| 20 | HYMB | SPDR SERIES TRUST | $6.2M | 1.32% | 247,742 | Trimmed |
| 21 | MFEM | PIMCO EQUITY SER | $6.1M | 1.29% | 228,959 | Added |
| 22 | AAPL | APPLE INC | $6.1M | 1.28% | 18,162 | Trimmed |
| 23 | GUNR | FLEXSHARES TR | $6.0M | 1.26% | 116,916 | Added |
| 24 | DFIC | DIMENSIONAL ETF TRUST | $5.8M | 1.24% | 156,540 | Trimmed |
| 25 | GAA | CAMBRIA ETF TR | $5.8M | 1.22% | 165,600 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30