Austin Wealth Management, LLC

Est. AUM

$439.7M

13F long equity, this entity only

Positions

116

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$50.8M	1110841	11.54%	SOLE
2	SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS CNVEX	$26.6M	667270	6.05%	SOLE
3	PIMCO EQUITY SER	RAFI DYN ML US	$26.4M	448541	6.01%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$22.8M	575549	5.18%	SOLE
5	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$21.6M	265529	4.92%	SOLE
6	WORLD GOLD TR	SPDR GLD MINIS	$18.7M	203477	4.26%	SOLE
7	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$18.5M	542811	4.20%	SOLE
8	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$15.7M	327330	3.58%	SOLE
9	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$14.1M	463962	3.21%	SOLE
10	PIMCO ETF TR	INTER MUN BD ACT	$12.7M	243938	2.90%	SOLE
11	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$12.2M	160665	2.77%	SOLE
12	ISHARES TR	3 7 YR TREAS BD	$11.4M	96737	2.60%	SOLE
13	SSGA ACTIVE ETF TR	STATE STREET DOU	$10.4M	262695	2.37%	SOLE
14	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$9.2M	152170	2.08%	SOLE
15	PIMCO EQUITY SER	RAFI DYN MULTI	$8.4M	208639	1.91%	SOLE
16	DIMENSIONAL ETF TRUST	INFLATION PROTE	$7.5M	179713	1.71%	SOLE
17	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$7.3M	185326	1.66%	SOLE
18	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$7.1M	168378	1.62%	SOLE
19	FLEXSHARES TR	STOXX GLOBR INF	$6.6M	103055	1.51%	SOLE
20	FLEXSHARES TR	MORNSTAR UPSTR	$6.4M	115018	1.45%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$6.3M	254493	1.44%	SOLE
22	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$5.9M	163413	1.34%	SOLE
23	CAMBRIA ETF TR	GLB ASSET ALLO	$5.7M	167571	1.29%	SOLE
24	PIMCO EQUITY SER	RAFI DYN EMERG	$5.7M	227455	1.29%	SOLE
25	APPLE INC	COM	$4.8M	18468	1.09%	SOLE
26	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$4.7M	103926	1.06%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$4.6M	57637	1.05%	SOLE
28	ISHARES TR	NATIONAL MUN ETF	$4.4M	41330	1.00%	SOLE
29	GLOBAL X FDS	US INFR DEV ETF	$3.6M	70233	0.82%	SOLE
30	DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$3.2M	70705	0.73%	SOLE
31	AMERICAN CENTY ETF TR	US SML CP VALU	$3.1M	27574	0.70%	SOLE
32	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.0M	12580	0.69%	SOLE
33	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.0M	84979	0.67%	SOLE
34	AMERICAN CENTY ETF TR	US EQT ETF	$2.8M	25285	0.65%	SOLE
35	SPDR GOLD TR	GOLD SHS	$2.7M	6371	0.62%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	28913	0.60%	SOLE
37	ISHARES TR	CORE US AGGBD ET	$2.4M	24270	0.55%	SOLE
38	AMAZON COM INC	COM	$2.2M	10493	0.51%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	32891	0.45%	SOLE
40	SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$1.9M	62149	0.44%	SOLE
41	VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	5751	0.43%	SOLE
42	ISHARES TR	MSCI ACWI ETF	$1.8M	12745	0.41%	SOLE
43	SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS DWNSD	$1.8M	48146	0.40%	SOLE
44	NVIDIA CORPORATION	COM	$1.8M	9868	0.40%	SOLE
45	ALPHABET INC	CAP STK CL C	$1.7M	5764	0.39%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	17178	0.39%	SOLE
47	META PLATFORMS INC	CL A	$1.6M	2734	0.36%	SOLE
48	AMERICAN CENTY ETF TR	INTL SMCP VLU	$1.6M	15394	0.36%	SOLE
49	ALPHABET INC	CAP STK CL A	$1.5M	4845	0.33%	SOLE
50	SCHWAB STRATEGIC TR	US TIPS ETF	$1.4M	54117	0.33%	SOLE

1–50 of 116

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.