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Portfolio (Quarterly) Guide ↗

Austin Wealth Management, LLC

· CIK 0002003112
13F Portfolio $473M AUM 126 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 49 Added 40 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SUN SUNOCO LP/SUNOCO FIN CORP Energy 13,934.0 $1.0M 0.22% NEW $74.00 +0.8%
2 AMAT APPLIED MATLS INC Technology 516.0 $273K 0.06% NEW $529.66 -9.4%
3 LLY ELI LILLY & CO Healthcare 230.0 $271K 0.06% NEW $1179.46 +4.6%
4 IWS ISHARES TR 1,318.0 $219K 0.05% NEW $166.11 +3.3%
5 WSM WILLIAMS SONOMA INC Consumer Cyclical 929.0 $212K 0.04% NEW $228.41 +2.7%
6 HDV ISHARES TR 7,400.0 $209K 0.04% NEW $28.25 +5.5%
7 VB VANGUARD INDEX FDS 704.0 $209K 0.04% NEW $296.40 +2.2%
8 IWV ISHARES TR 490.0 $207K 0.04% NEW $423.41 +3.1%
9 EFA ISHARES TR 1,998.0 $206K 0.04% NEW $103.33 +5.3%
10 DEM WISDOMTREE TR 3,843.0 $203K 0.04% NEW $52.86 +5.1%
11 RDDT REDDIT INC Communication Services 1,106.0 $200K 0.04% NEW $181.18 -10.4%

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
Financial Services 46.0%
Technology 23.7%
Consumer Cyclical 10.0%
Communication Services 7.0%
Energy 6.7%
Healthcare 3.0%
Industrials 1.2%
Consumer Defensive 1.2%
Basic Materials 0.6%
Utilities 0.6%