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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 1 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 4,009,061.0 $177.8M 24.79% -24K -0.6% $44.36 +2.3%
2 NVDA NVIDIA CORPORATION Technology 616,565.0 $123.4M 17.19% +124K +25.1% $200.09 +8.4%
3 DFUS DIMENSIONAL ETF TRUST 941,091.0 $77.1M 10.75% -8K -0.9% $81.94 +1.6%
4 DFAS DIMENSIONAL ETF TRUST 447,771.0 $36.9M 5.14% -25K -5.3% $82.34 +0.1%
5 STIP ISHARES TR 356,912.0 $36.5M 5.08% +67K +23.0% $102.16 -1.1%
6 BIV VANGUARD BD INDEX FDS 356,896.0 $27.4M 3.81% +172K +93.4% $76.70 -1.5%
7 VNQ VANGUARD INDEX FDS 242,559.0 $23.4M 3.26% +21K +9.6% $96.43 +2.3%
8 DFUV DIMENSIONAL ETF TRUST 323,879.0 $17.8M 2.48% -7K -2.2% $55.01 +3.8%
9 DFLV DIMENSIONAL ETF TRUST 432,061.0 $17.1M 2.38% $39.54 +5.5%
10 PATHWARD FINANCIAL INC $16.6M 2.31% NEW
11 DUHP DIMENSIONAL ETF TRUST 396,161.0 $16.5M 2.30% +23K +6.3% $41.73 +1.1%
12 DFIC DIMENSIONAL ETF TRUST 434,237.0 $16.2M 2.25% $37.26 +4.9%
13 AVUV AMERICAN CENTY ETF TR 96,183.0 $12.0M 1.67% -862.0 -0.9% $124.76 +0.7%
14 DFIV DIMENSIONAL ETF TRUST 203,381.0 $11.0M 1.53% -8K -3.9% $54.02 +7.0%
15 DFAT DIMENSIONAL ETF TRUST 146,543.0 $10.2M 1.43% -10K -6.5% $69.90 +1.8%
16 BSV VANGUARD BD INDEX FDS 104,749.0 $8.2M 1.14% -71K -40.5% $77.91 -0.4%
17 DELL DELL TECHNOLOGIES INC Technology 18,219.0 $7.9M 1.10% +3K +17.2% $431.46 +0.8%
18 AAPL APPLE INC Technology 24,868.0 $7.2M 1.00% +2K +8.8% $289.36 +7.6%
19 UPS UNITED PARCEL SVCS INC Industrials 55,919.0 $6.0M 0.84% +53K +2105.9% $107.50 -4.6%
20 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,203.0 $5.4M 0.75% +187.0 +2.7% $746.81 +2.1%
Page 1 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%