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.
DEFINED WEALTH MANAGEMENT, LLC (CIK 1849518) reported $170.7M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($10.5M, 6.13%), VOO ($9.2M, 5.38%), VUG ($7.1M, 4.16%), IEMG ($6.1M, 3.57%), SPY ($6.0M, 3.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $10.5M | 6.13% | 115,583 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $9.2M | 5.38% | 15,365 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $7.1M | 4.16% | 16,261 | Added |
| 4 | IEMG | ISHARES INC | $6.1M | 3.57% | 87,434 | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $6.0M | 3.54% | 9,298 | Trimmed |
| 6 | IUSV | ISHARES TR | $6.0M | 3.49% | 58,232 | Added |
| 7 | IVV | ISHARES TR | $5.8M | 3.40% | 8,874 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $5.7M | 3.31% | 28,800 | Trimmed |
| 9 | DIVI | FRANKLIN TEMPLETON ETF TR | $4.7M | 2.78% | 119,302 | Added |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $4.7M | 2.75% | 24,429 | Trimmed |
| 11 | TDIV | FIRST TR EXCHANGE TRADED FD | $4.3M | 2.53% | 46,045 | Added |
| 12 | QQQ | INVESCO QQQ TR | $4.3M | 2.52% | 7,445 | Trimmed |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $4.2M | 2.49% | 78,542 | Trimmed |
| 14 | AVGO | BROADCOM INC | $3.8M | 2.21% | 12,195 | Added |
| 15 | EFA | ISHARES TR | $3.5M | 2.05% | 36,114 | Trimmed |
| 16 | IXN | ISHARES TR | $3.5M | 2.04% | 34,789 | Trimmed |
| 17 | IDEV | ISHARES TR | $3.3M | 1.92% | 39,324 | Trimmed |
| 18 | USMV | ISHARES TR | $3.2M | 1.86% | 34,230 | Added |
| 19 | AAPL | APPLE INC | $3.0M | 1.74% | 11,709 | Trimmed |
| 20 | UCON | FIRST TR EXCHNG TRADED FD VI | $2.6M | 1.54% | 106,438 | Added |
| 21 | OMFL | INVESCO EXCH TRD SLF IDX FD | $2.5M | 1.47% | 41,828 | Added |
| 22 | VO | VANGUARD INDEX FDS | $2.4M | 1.39% | 8,263 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $2.2M | 1.32% | 7,634 | Trimmed |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $2.1M | 1.25% | 9,914 | Trimmed |
| 25 | SPSM | SPDR SERIES TRUST | $2.1M | 1.21% | 42,805 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31