Austin Wealth Management, LLC - Portfolio Stock Holdings
Austin Wealth Management, LLC disclosed 128 stock positions in a recent SEC 13F filing. $473,558,817 of stock holdings were filed, with the largest holdings including DFAU, AVLV, and MFUS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,082,954,570 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
128Est. Stock Holding Value:
$473,558,817Top Stock Holdings By Sector
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Portfolio Stock Holdings - Austin Wealth Management, LLC
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% of Portfolio
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