Long-term investor
Austin Wealth Management, LLC @austinwealthmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002003112).
Record
- Tracked since 2025-06-30 (441 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days +5.8% · 6 months n/a · 1 year +15.6% · all +15.6%
- Max drawdown n/a · win rate 51% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAU · 12.3% · long · since 2025-06-30
- SPYC · 6.5% · long · since 2025-06-30
- MFUS · 6.1% · long · since 2025-06-30
- AVLV · 5.2% · long · since 2025-06-30
- DFAI · 5.2% · long · since 2025-06-30
- DFAE · 4.4% · long · since 2025-06-30
- DFNM · 3.7% · long · since 2025-06-30
- GLDM · 3.7% · long · since 2025-06-30
- DBMF · 3.1% · long · since 2025-06-30
- AVIV · 2.7% · long · since 2025-06-30
- MUNI · 2.6% · long · since 2025-06-30
- IEI · 2.5% · long · since 2025-06-30