Austin Wealth Management, LLC - Portfolio Stock Holdings

Austin Wealth Management, LLC disclosed 129 stock positions in a recent SEC 13F filing. $476,822,520 of stock holdings were filed, with the largest holdings including DFAU, SPYC, and MFUS. This filing represented positions held on June 30, 2026, and was filed on July 22, 2026.

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.