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Portfolio (Quarterly) Guide ↗

DEFINED WEALTH MANAGEMENT, LLC

· CIK 0001849518
13F Portfolio $194M AUM 115 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 40 Added 32 Reduced 6 Exited
Page 1 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 15,371.0 $10.6M 5.43% $686.80 +2.7%
2 FENI FIDELITY COVINGTON TRUST 224,891.0 $9.0M 4.64% NEW $40.13 +2.9%
3 VUG VANGUARD INDEX FDS 96,817.0 $8.3M 4.29% +81K +495.4% $86.14 +2.4%
4 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,285.0 $6.9M 3.57% $746.75 +2.7%
5 IVV ISHARES TR 8,827.0 $6.6M 3.40% -47.0 -0.5% $748.92 +2.9%
6 AVEM AMERICAN CENTY ETF TR 66,910.0 $6.5M 3.32% NEW $96.49 -2.1%
7 VTV VANGUARD INDEX FDS 28,586.0 $6.2M 3.21% -214.0 -0.7% $217.93 +3.2%
8 QQQ INVESCO QQQ TR Financial Services 7,425.0 $5.5M 2.81% $736.44 -2.7%
9 TDIV FIRST TR EXCHANGE TRADED FD 45,083.0 $5.2M 2.67% -962.0 -2.1% $114.88 +0.7%
10 RSP INVESCO EXCHANGE TRADED FD T 24,328.0 $5.2M 2.66% $212.77 +3.1%
11 IXN ISHARES TR 34,622.0 $5.0M 2.57% $144.48 -2.3%
12 DIVI FRANKLIN TEMPLETON ETF TR 116,835.0 $5.0M 2.57% -2K -2.1% $42.72 +3.7%
13 AVGO BROADCOM INC Technology 12,250.0 $4.6M 2.38% $377.75 -2.0%
14 VWO VANGUARD INTL EQUITY INDEX F 77,506.0 $4.6M 2.38% -1K -1.3% $59.69 +1.4%
15 EFA ISHARES TR 35,776.0 $3.7M 1.91% -338.0 -0.9% $103.88 +3.4%
16 IDEV ISHARES TR 39,194.0 $3.5M 1.79% $89.01 +4.1%
17 USMV ISHARES TR 35,897.0 $3.5M 1.78% +2K +4.9% $96.46 +5.2%
18 AAPL APPLE INC Technology 11,897.0 $3.4M 1.77% +188.0 +1.6% $289.37 +9.5%
19 PSC PRINCIPAL EXCHANGE TRADED FD 48,043.0 $3.4M 1.73% NEW $70.12 -1.7%
20 FDVV FIDELITY COVINGTON TRUST 52,911.0 $3.2M 1.64% NEW $60.29 +4.1%
Page 1 of 6  ·  115 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Financial Services 32.0%
Healthcare 8.7%
Industrials 6.9%
Communication Services 4.3%
Energy 4.2%
Consumer Cyclical 3.8%
Basic Materials 2.8%
Utilities 2.5%
Real Estate 0.6%