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Portfolio (Quarterly) Guide ↗

Austin Asset Management Co Inc

· CIK 0001902024
13F Portfolio $718M AUM 94 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 21 New 34 Added 27 Reduced 2 Exited
Page 3 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VWO VANGUARD INTL EQUITY INDEX F 14,115.0 $843K 0.12% -204.0 -1.4% $59.69 +0.6%
42 AESI ATLAS ENERGY SOLUTIONS INC Energy 50,000.0 $830K 0.12% -40K -44.4% $16.61 -21.8%
43 VTV VANGUARD INDEX FDS 3,523.0 $768K 0.11% -50.0 -1.4% $217.93 +3.3%
44 EFA ISHARES TR 7,352.0 $764K 0.11% +400.0 +5.8% $103.88 +3.3%
45 AVGO BROADCOM INC Technology 1,960.0 $740K 0.10% NEW $377.79 -3.6%
46 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,521.0 $726K 0.10% +41.0 +2.8% $477.57 -12.9%
47 DISV DIMENSIONAL ETF TRUST 17,283.0 $694K 0.10% +159.0 +0.9% $40.13 +9.9%
48 BERKSHIRE HATHAWAY INC DEL 1,346.0 $674K 0.09% +843.0 +167.6% $500.39
49 META META PLATFORMS INC Communication Services 1,172.0 $660K 0.09% +24.0 +2.1% $563.29 -3.1%
50 BCI ABRDN ETFS 29,020.0 $648K 0.09% $22.34 +13.3%
51 TSLA TESLA INC Consumer Cyclical 1,452.0 $611K 0.09% +36.0 +2.5% $420.60 -17.9%
52 AVEM AMERICAN CENTY ETF TR 6,210.0 $599K 0.08% +1K +27.3% $96.48 -3.1%
53 IWD ISHARES TR 2,361.0 $572K 0.08% -40.0 -1.7% $242.43 +5.7%
54 TFC TRUIST FINL CORP Financial Services 11,309.0 $563K 0.08% NEW $49.82 +0.8%
55 DFAR DIMENSIONAL ETF TRUST 21,000.0 $549K 0.08% -2K -7.1% $26.16 +1.3%
56 V VISA INC Financial Services 1,546.0 $530K 0.07% +164.0 +11.9% $343.12 +6.6%
57 AVSU AMERICAN CENTY ETF TR 5,910.0 $523K 0.07% -360.0 -5.7% $88.52 +0.3%
58 VEA VANGUARD TAX-MANAGED FDS 7,243.0 $516K 0.07% +110.0 +1.5% $71.25 +2.2%
59 IWF ISHARES TR 3,827.0 $475K 0.07% +2K +176.5% $124.17 -1.9%
60 WMT WALMART INC Consumer Defensive 4,089.0 $463K 0.07% +311.0 +8.2% $113.25 -8.3%
Page 3 of 5  ·  94 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 81.8%
Industrials 5.1%
Financial Services 4.8%
Healthcare 2.8%
Communication Services 2.6%
Consumer Cyclical 2.0%
Energy 0.5%
Consumer Defensive 0.4%