account_balance
Investment manager · 13F filer · SEC CIK 2003112
Austin Wealth Management, LLC
Reported value$477Mas of Sep 30, 2026
Positions123 3 new, 6 sold out
Top 10 weight54.7%DFAU alone is 13%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAUDimensional ETF Trust
12.8%
AVLVAmerican Centy ETF Tr
10.3%Added +99%
MFUSPimco Equity Ser
5.9%Trimmed −3%
DFAIDimensional ETF Trust
5.2%
DFAEDimensional ETF Trust
4.6%
GLDMWorld Gold Trust
3.8%
DFNMDimensional ETF Trust
3.6%
DBMFIm Global Partner Funds
3.4%Added +2%
AVIVAmerican Centy ETF Tr
2.7%
IEIiShares Tr
2.4%
MUNIPimco ETF Tr
2.3%−4%
AVESAmerican Centy ETF Tr
2.2%
DFAUDimensional ETF Trust
12.8%
AVLVAmerican Centy ETF Tr
10.3%Added +99%
MFUSPimco Equity Ser
5.9%
DFAIDimensional ETF Trust
5.2%
DFAEDimensional ETF Trust
4.6%
GLDMWorld Gold Trust
3.8%
DFNMDimensional ETF Trust
3.6%
DBMFIm Global Partner Funds
3.4%
AVIV2.7%
IEI2.4%
MUNI
AVES
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
DFAU Dimensional ETF Trust 12.8% Held
AVLV American Centy ETF Tr 10.3% Added +99%
MFUS Pimco Equity Ser 5.9% Trimmed −3%
DFAI Dimensional ETF Trust 5.2% Held
DFAE Dimensional ETF Trust 4.6% Held
GLDM World Gold Trust 3.8% HeldDFNM Dimensional ETF Trust 3.6% Held
DBMF Im Global Partner Funds 3.4% Added +2%
AVIV American Centy ETF Tr 2.7% Held
IEI iShares Tr 2.4% Held
MUNI Pimco ETF Tr 2.3% Trimmed −4%
AVES American Centy ETF Tr 2.2% Held
What changed
Biggest moves since Jun 30, 2026
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