account_balance
Investment manager · 13F filer · SEC CIK 1849518
Defined Wealth Management, LLC
Reported value$195Mas of Sep 30, 2026
Positions115 5 new, 5 sold out
Top 10 weight36.3%VOO alone is 6%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
5.5%
FENIFidelity Covington Trust
4.6%
VUGVanguard Index FDS
4.5%
SPYSPDR S&P 500 ETF Trust
3.6%
IVViShares Tr
3.5%
AVEMAmerican Centy ETF Tr
3.2%
VTVVanguard Index FDS
3.2%
QQQInvesco QQQ Tr
2.8%
IXNiShares Tr
2.6%
TDIVFirst Tr Exchange Traded Fd
2.6%
RSPInvesco Exchange Traded Fd T
2.6%
DIVIFranklin Templeton ETF Tr
2.6%
VOOVanguard Index FDS
5.5%
FENIFidelity Covington Trust
4.6%
VUGVanguard Index FDS
4.5%
SPYSPDR S&P 500 ETF Trust
3.6%
IVViShares Tr
3.5%
AVEMAmerican Centy ETF Tr
3.2%
VTVVanguard Index FDS
3.2%
QQQInvesco QQQ Tr
2.8%
IXNiShares Tr
2.6%
TDIVFirst Tr Exchange Traded Fd
2.6%
RSPInvesco Exchange Traded Fd T
2.6%
DIVIFranklin Templeton ETF Tr
2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 5.5% Held
FENI Fidelity Covington Trust 4.6% Held
VUG Vanguard Index FDS 4.5% Held
SPY SPDR S&P 500 ETF Trust 3.6% HeldIVV iShares Tr 3.5% Held
AVEM American Centy ETF Tr 3.2% Held
VTV Vanguard Index FDS 3.2% Held
QQQ Invesco QQQ Tr 2.8% Held
IXN iShares Tr 2.6% Held
TDIV First Tr Exchange Traded Fd 2.6% Held
RSP Invesco Exchange Traded Fd T 2.6% Held
DIVI Franklin Templeton ETF Tr 2.6% Held
What changed
Biggest moves since Jun 30, 2026
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