account_balance

Investment manager · 13F filer · SEC CIK 1902024

Austin Asset Management Co Inc

Reported value$747Mas of Sep 30, 2026
Positions96 10 new, 7 sold out
Top 10 weight78.4%DFAC alone is 24%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
DFAC Dimensional ETF Trust 24.3% Held
NVDA NVIDIA Corp 17.6% Trimmed −6%
DFUS Dimensional ETF Trust 10.5% Held
STIP iShares Tr 5.8% Added +21%
DFAS Dimensional ETF Trust 4.6% Held
CASH Pathward Financial, Inc. 3.9% New
BIV Vanguard Bd Index FDS 3.8% Added +10%
VNQ Vanguard Index FDS 3.1% Added +5%
DFLV Dimensional ETF Trust 2.4% Added +3%
DFUV Dimensional ETF Trust 2.4% Held
DUHP Dfa Invt Dimensions Group In 2.3% Added +3%
DFIC Dimensional ETF Trust 2.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 31, 2026 filing
add_circleNew
arrow_upwardAdded
  • STIP +21%
  • BIV +10%
  • VNQ +5%
  • LLY +3%
arrow_downwardTrimmed
remove_circleSold out
  • AMAT $395K
  • IBM $290K
  • SCHF $269K
  • IVW $230K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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