§ 13F · FUND PROFILE
Austin Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $562.1T (13F)Positions · 138Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 1.62M | $76.9T | 11.4% | +4% |
| 2 | SPYC | SIMPLIFY EXCHANGE TRADED FUN | 905K | $39.1T | 5.8% | +6% |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 915K | $35.6T | 5.3% | +7% |
| 4 | MFUS | PIMCO EQUITY SER | 604K | $34.9T | 5.2% | +3% |
| 5 | AVLV | AMERICAN CENTY ETF TR | 349K | $27.4T | 4.0% | +5% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 790K | $26.7T | 3.9% | +5% |
| 7 | GLDM | WORLD GOLD TR | 286K | $25.4T | 3.7% | +4% |
| 8 | DFNM | DIMENSIONAL ETF TRUST | 521K | $25.2T | 3.7% | +16% |
| 9 | DBMF | LITMAN GREGORY FDS TR | 636K | $18.0T | 2.7% | +4% |
| 10 | BIL | SPDR SERIES TRUST | 180K | $16.5T | 2.4% | −14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AUSTIN SIGNAL
AC read
Austin Wealth Management, LLC is a Other fund managing $562130.3 trillion in assets. The fund runs a portfolio of 138 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed