Sponsored

The Analysis of Austin Wealth Management, LLC's Holdings & P&L

Currently, Austin Wealth Management, LLC holds 126 types of securities in its portfolio with a total value $473.4M. In the most recent quarter, they have increased their positions in DFNM (+37.6K shares, valued at $1.8M), N/A (+15.2K shares, valued at $1.2M), SUN (+13.9K shares, valued at $1.0M); decreased their positions in MUNI (-12.4K shares, valued at $646.9K), BIL (-6.0K shares, valued at $549.5K), BILS (-5.3K shares, valued at $521.8K); initiated new positions in SUN (+13.9K shares, valued at $1.0M), N/A (+516 shares, valued at $273.3K), LLY (+230 shares, valued at $271.3K).

1M P&L

+11.4M+2.59%

3M P&L

+3.8M+0.85%

HY P&L

+15.6M+3.57%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A422.1M

94.9%

2Consumer Electronics6.1M

1.4%

3Internet Content & Information3.8M

0.9%

Top Industries by Stock Count

1N/A86 stocks

76.8%

2Internet Content & Information3 stocks

2.7%

3Drug Manufacturers - General3 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST1.1M shares1.44%2026-06-302026-07-22

SPYC SIMPLIFY EXCHANGE TRADED FUN680.0K shares1.91%2026-06-302026-07-22

MFUS PIMCO EQUITY SER446.8K shares-0.39%2026-06-302026-07-22

AVLV AMERICAN CENTY ETF TR267.0K shares0.55%2026-06-302026-07-22

DFAI DIMENSIONAL ETF TRUST591.0K shares2.69%2026-06-302026-07-22

DFAE DIMENSIONAL ETF TRUST551.3K shares1.56%2026-06-302026-07-22

DFNM DIMENSIONAL ETF TRUST364.9K shares11.48%2026-06-302026-07-22

WORLD GOLD TR WORLD GOLD TR218.7K shares7.46%2026-06-302026-07-22

Sponsored

DBMF LITMAN GREGORY FDS TR478.9K shares3.22%2026-06-302026-07-22

AVIV AMERICAN CENTY ETF TR165.3K shares2.89%2026-06-302026-07-22

MUNI PIMCO ETF TR231.5K shares-5.08%2026-06-302026-07-22

IEI ISHARES TR99.9K shares3.26%2026-06-302026-07-22

AVES AMERICAN CENTY ETF TR160.1K shares5.24%2026-06-302026-07-22

TOTL SSGA ACTIVE ETF TR253.1K shares-3.65%2026-06-302026-07-22

MFDX PIMCO EQUITY SER211.1K shares1.18%2026-06-302026-07-22

DFAC DIMENSIONAL ETF TRUST175.6K shares-5.25%2026-06-302026-07-22

Sponsored

DFIP DIMENSIONAL ETF TRUST181.5K shares0.98%2026-06-302026-07-22

DFCF DIMENSIONAL ETF TRUST170.4K shares1.21%2026-06-302026-07-22

NFRA FLEXSHARES TR105.3K shares2.18%2026-06-302026-07-22

HYMB SPDR SERIES TRUST247.7K shares-2.65%2026-06-302026-07-22

MFEM PIMCO EQUITY SER229.0K shares0.66%2026-06-302026-07-22

AAPL APPLE INC18.2K shares-1.66%2026-06-302026-07-22

GUNR FLEXSHARES TR116.9K shares1.65%2026-06-302026-07-22

DFIC DIMENSIONAL ETF TRUST156.5K shares-4.21%2026-06-302026-07-22

Sponsored

GAA CAMBRIA ETF TR165.6K shares-1.18%2026-06-302026-07-22

SPTM SPDR SERIES TRUST57.6K shares-0.12%2026-06-302026-07-22

AVRE AMERICAN CENTY ETF TR106.1K shares2.10%2026-06-302026-07-22

MUB ISHARES TR41.3K shares-0.00%2026-06-302026-07-22

PAVE GLOBAL X FDS71.7K shares2.14%2026-06-302026-07-22

AVUV AMERICAN CENTY ETF TR29.7K shares7.87%2026-06-302026-07-22

QQQM INVESCO EXCH TRADED FD TR II12.7K shares0.97%2026-06-302026-07-22

AVUS AMERICAN CENTY ETF TR25.9K shares2.47%2026-06-302026-07-22

Sponsored

DFEM DIMENSIONAL ETF TRUST80.2K shares-5.64%2026-06-302026-07-22

DBND DOUBLELINE ETF TRUST65.6K shares-7.22%2026-06-302026-07-22

AMZN AMAZON COM INC10.4K shares-0.90%2026-06-302026-07-22

ISHARES TR ISHARES TR25.0K shares3.11%2026-06-302026-07-22

GLD SPDR GOLD TR6.2K shares-3.30%2026-06-302026-07-22

KOMP SPDR SERIES TRUST33.8K shares2.72%2026-06-302026-07-22

SPD SIMPLIFY EXCHANGE TRADED FUN52.7K shares9.39%2026-06-302026-07-22

BIL SPDR SERIES TRUST22.9K shares-20.76%2026-06-302026-07-22

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS5.7K shares-0.87%2026-06-302026-07-22

GOOG ALPHABET INC5.7K shares-0.62%2026-06-302026-07-22

ACWI ISHARES TR12.5K shares-2.26%2026-06-302026-07-22

NVDA NVIDIA CORPORATION9.3K shares-6.03%2026-06-302026-07-22

GOOGL ALPHABET INC4.8K shares-1.49%2026-06-302026-07-22

AVDV AMERICAN CENTY ETF TR16.1K shares4.51%2026-06-302026-07-22

CTA SIMPLIFY EXCHANGE TRADED FUN60.4K shares-2.78%2026-06-302026-07-22

SCHP SCHWAB STRATEGIC TR61.0K shares12.69%2026-06-302026-07-22

Sponsored

VNQ VANGUARD INDEX FDS15.6K shares-0.26%2026-06-302026-07-22

PRF INVESCO EXCHANGE TRADED FD T24.2K shares-0.01%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC2.0K shares-28.42%2026-06-302026-07-22

TECB ISHARES TR17.4K shares-0.26%2026-06-302026-07-22

BILS SPDR SERIES TRUST11.9K shares-30.59%2026-06-302026-07-22

RAAX VANECK ETF TRUST29.3K shares7.88%2026-06-302026-07-22

SPTS SPDR SERIES TRUST36.9K shares-1.98%2026-06-302026-07-22

TSLA TESLA INC2.8K shares9.55%2026-06-302026-07-22

Sponsored

VT VANGUARD INTL EQUITY INDEX F6.9K shares-0.41%2026-06-302026-07-22

VUG VANGUARD INDEX FDS12.4K shares500.05%2026-06-302026-07-22

DFAR DIMENSIONAL ETF TRUST39.0K shares-0.92%2026-06-302026-07-22

SUN SUNOCO LP/SUNOCO FIN CORP13.9K sharesnew addition2026-06-302026-07-22

EA SERIES TRUST EA SERIES TRUST10.2K shares11.17%2026-06-302026-07-22

FNDA SCHWAB STRATEGIC TR23.7K shares-2.74%2026-06-302026-07-22

PFFD GLOBAL X FDS46.5K shares123.81%2026-06-302026-07-22

VOO VANGUARD INDEX FDS1.3K shares-34.10%2026-06-302026-07-22

Sponsored

VGIT VANGUARD SCOTTSDALE FDS14.6K shares58.65%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP5.7K shares14.75%2026-06-302026-07-22

TPL TEXAS PACIFIC LAND CORPORATI2.0K shares0.00%2026-06-302026-07-22

SPYD SPDR SERIES TRUST16.6K shares28.04%2026-06-302026-07-22

MSFT MICROSOFT CORP2.0K shares-35.67%2026-06-302026-07-22

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-22

ISHARES TR ISHARES TR917 shares1.10%2026-06-302026-07-22

HAP VANECK ETF TRUST9.7K shares-2.95%2026-06-302026-07-22

Sponsored

HDEF DBX ETF TR20.2K shares22.12%2026-06-302026-07-22

BROADCOM INC BROADCOM INC1.8K shares-1.50%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC5.2K shares-0.14%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION562 shares-17.23%2026-06-302026-07-22

TBUX T ROWE PRICE EXCHANGE-TRADED9.6K shares-4.16%2026-06-302026-07-22

SLYV SPDR SERIES TRUST4.4K shares0.00%2026-06-302026-07-22

BND VANGUARD BD INDEX FDS6.5K shares21.45%2026-06-302026-07-22

PNQI INVESCO EXCHANGE TRADED FD T9.7K shares0.73%2026-06-302026-07-22

Sponsored

PHYL PGIM ETF TR13.1K shares-1.63%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON1.8K shares-0.34%2026-06-302026-07-22

DFSV DIMENSIONAL ETF TRUST11.3K shares-0.01%2026-06-302026-07-22

DFSU DIMENSIONAL ETF TRUST9.3K shares2.12%2026-06-302026-07-22

FEGE RBB FUND TRUST8.7K shares5.77%2026-06-302026-07-22

WTMF WISDOMTREE TR10.3K shares-2.25%2026-06-302026-07-22

HD HOME DEPOT INC1.2K shares-9.62%2026-06-302026-07-22

AXP AMERICAN EXPRESS CO1.1K shares-14.49%2026-06-302026-07-22

Sponsored

DFLV DIMENSIONAL ETF TRUST9.8K shares2.40%2026-06-302026-07-22

NVCT NUVECTIS PHARMA INC20.1K shares0.00%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS5.5K shares-0.79%2026-06-302026-07-22

TXN TEXAS INSTRS INC1.3K shares-15.35%2026-06-302026-07-22

AVEM AMERICAN CENTY ETF TR4.3K shares4.17%2026-06-302026-07-22

PXH INVESCO EXCH TRADED FD TR II12.9K shares0.00%2026-06-302026-07-22

EWX SPDR INDEX SHS FDS5.1K shares0.50%2026-06-302026-07-22

SPDW SPDR INDEX SHS FDS6.9K shares1.81%2026-06-302026-07-22

Sponsored

AVDE AMERICAN CENTY ETF TR3.8K shares1.10%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL683 shares0.89%2026-06-302026-07-22

CVX CHEVRON CORPORATION1.8K shares13.58%2026-06-302026-07-22

KEMQ KRANESHARES TRUST13.1K shares-4.21%2026-06-302026-07-22

PXF INVESCO EXCH TRADED FD TR II4.1K shares0.47%2026-06-302026-07-22

VBR VANGUARD INDEX FDS1.3K shares-0.86%2026-06-302026-07-22

NEXTERA ENERGY INC NEXTERA ENERGY INC3.2K shares-0.34%2026-06-302026-07-22

EPD ENTERPRISE PRODS PARTNERS L7.4K shares0.00%2026-06-302026-07-22

Sponsored

GD GENERAL DYNAMICS CORP766 shares-0.52%2026-06-302026-07-22

GWX SPDR INDEX SHS FDS6.5K shares0.90%2026-06-302026-07-22

APPLIED MATLS INC APPLIED MATLS INC516 sharesnew addition2026-06-302026-07-22

LLY ELI LILLY & CO230 sharesnew addition2026-06-302026-07-22

ADP AUTOMATIC DATA PROCESSING IN1.0K shares-10.90%2026-06-302026-07-22

AGI ALAMOS GOLD INC9.4K shares0.00%2026-06-302026-07-22

VTV VANGUARD INDEX FDS1.2K shares0.00%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO762 shares-0.39%2026-06-302026-07-22

Sponsored

GILD GILEAD SCIENCES INC1.9K shares-0.27%2026-06-302026-07-22

FDN FIRST TR EXCHANGE-TRADED FD912 shares2.59%2026-06-302026-07-22

VISA INC VISA INC680 shares-0.87%2026-06-302026-07-22

IWS ISHARES TR1.3K sharesnew addition2026-06-302026-07-22

TJX TJX COS INC NEW1.4K shares0.15%2026-06-302026-07-22

WSM WILLIAMS SONOMA INC929 sharesnew addition2026-06-302026-07-22

HDV ISHARES TR7.4K sharesnew addition2026-06-302026-07-22

VB VANGUARD INDEX FDS704 sharesnew addition2026-06-302026-07-22

Sponsored

IWV ISHARES TR490 sharesnew addition2026-06-302026-07-22

EFA ISHARES TR2.0K sharesnew addition2026-06-302026-07-22

DEM WISDOMTREE TR3.8K sharesnew addition2026-06-302026-07-22

GII SPDR INDEX SHS FDS2.6K shares0.00%2026-06-302026-07-22

RDDT REDDIT INC1.1K sharesnew addition2026-06-302026-07-22

LPRO OPEN LENDING CORP15.6K shares0.00%2026-06-302026-07-22

DFAU

DIMENSIONAL ETF TRUST

1.44%

Shares1.1M

Event2026-06-30

Filed2026-07-22

SPYC

SIMPLIFY EXCHANGE TRADED FUN

1.91%

Shares680.0K

Event2026-06-30

Filed2026-07-22

MFUS

PIMCO EQUITY SER

-0.39%

Shares446.8K

Event2026-06-30

Filed2026-07-22

AVLV

AMERICAN CENTY ETF TR

0.55%

Shares267.0K

Event2026-06-30

Filed2026-07-22

DFAI

DIMENSIONAL ETF TRUST

2.69%

Shares591.0K

Event2026-06-30

Filed2026-07-22

DFAE

DIMENSIONAL ETF TRUST

1.56%

Shares551.3K

Event2026-06-30

Filed2026-07-22

DFNM

DIMENSIONAL ETF TRUST

11.48%

Shares364.9K

Event2026-06-30

Filed2026-07-22

WORLD GOLD TR

7.46%

Shares218.7K

Event2026-06-30

Filed2026-07-22

DBMF

LITMAN GREGORY FDS TR

3.22%

Shares478.9K

Event2026-06-30

Filed2026-07-22

AVIV

AMERICAN CENTY ETF TR

2.89%

Shares165.3K

Event2026-06-30

Filed2026-07-22

MUNI

PIMCO ETF TR

-5.08%

Shares231.5K

Event2026-06-30

Filed2026-07-22

IEI

ISHARES TR

3.26%

Shares99.9K

Event2026-06-30

Filed2026-07-22

AVES

AMERICAN CENTY ETF TR

5.24%

Shares160.1K

Event2026-06-30

Filed2026-07-22

TOTL

SSGA ACTIVE ETF TR

-3.65%

Shares253.1K

Event2026-06-30

Filed2026-07-22

MFDX

PIMCO EQUITY SER

1.18%

Shares211.1K

Event2026-06-30

Filed2026-07-22

DFAC

DIMENSIONAL ETF TRUST

-5.25%

Shares175.6K

Event2026-06-30

Filed2026-07-22

DFIP

DIMENSIONAL ETF TRUST

0.98%

Shares181.5K

Event2026-06-30

Filed2026-07-22

DFCF

DIMENSIONAL ETF TRUST

1.21%

Shares170.4K

Event2026-06-30

Filed2026-07-22

NFRA

FLEXSHARES TR

2.18%

Shares105.3K

Event2026-06-30

Filed2026-07-22

HYMB

SPDR SERIES TRUST

-2.65%

Shares247.7K

Event2026-06-30

Filed2026-07-22

MFEM

PIMCO EQUITY SER

0.66%

Shares229.0K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-1.66%

Shares18.2K

Event2026-06-30

Filed2026-07-22

GUNR

FLEXSHARES TR

1.65%

Shares116.9K

Event2026-06-30

Filed2026-07-22

DFIC

DIMENSIONAL ETF TRUST

-4.21%

Shares156.5K

Event2026-06-30

Filed2026-07-22

GAA

CAMBRIA ETF TR

-1.18%

Shares165.6K

Event2026-06-30

Filed2026-07-22

SPTM

SPDR SERIES TRUST

-0.12%

Shares57.6K

Event2026-06-30

Filed2026-07-22

AVRE

AMERICAN CENTY ETF TR

2.10%

Shares106.1K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

-0.00%

Shares41.3K

Event2026-06-30

Filed2026-07-22

PAVE

GLOBAL X FDS

2.14%

Shares71.7K

Event2026-06-30

Filed2026-07-22

AVUV

AMERICAN CENTY ETF TR

7.87%

Shares29.7K

Event2026-06-30

Filed2026-07-22

QQQM

INVESCO EXCH TRADED FD TR II

0.97%

Shares12.7K

Event2026-06-30

Filed2026-07-22

AVUS

AMERICAN CENTY ETF TR

2.47%

Shares25.9K

Event2026-06-30

Filed2026-07-22

DFEM

DIMENSIONAL ETF TRUST

-5.64%

Shares80.2K

Event2026-06-30

Filed2026-07-22

DBND

DOUBLELINE ETF TRUST

-7.22%

Shares65.6K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

-0.90%

Shares10.4K

Event2026-06-30

Filed2026-07-22

ISHARES TR

3.11%

Shares25.0K

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

-3.30%

Shares6.2K

Event2026-06-30

Filed2026-07-22

KOMP

SPDR SERIES TRUST

2.72%

Shares33.8K

Event2026-06-30

Filed2026-07-22

SPD

SIMPLIFY EXCHANGE TRADED FUN

9.39%

Shares52.7K

Event2026-06-30

Filed2026-07-22

BIL

SPDR SERIES TRUST

-20.76%

Shares22.9K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-0.87%

Shares5.7K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

-0.62%

Shares5.7K

Event2026-06-30

Filed2026-07-22

ACWI

ISHARES TR

-2.26%

Shares12.5K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

-6.03%

Shares9.3K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

-1.49%

Shares4.8K

Event2026-06-30

Filed2026-07-22

AVDV

AMERICAN CENTY ETF TR

4.51%

Shares16.1K

Event2026-06-30

Filed2026-07-22

CTA

SIMPLIFY EXCHANGE TRADED FUN

-2.78%

Shares60.4K

Event2026-06-30

Filed2026-07-22

SCHP

SCHWAB STRATEGIC TR

12.69%

Shares61.0K

Event2026-06-30

Filed2026-07-22

VNQ

VANGUARD INDEX FDS

-0.26%

Shares15.6K

Event2026-06-30

Filed2026-07-22

PRF

INVESCO EXCHANGE TRADED FD T

-0.01%

Shares24.2K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

-28.42%

Shares2.0K

Event2026-06-30

Filed2026-07-22

TECB

ISHARES TR

-0.26%

Shares17.4K

Event2026-06-30

Filed2026-07-22

BILS

SPDR SERIES TRUST

-30.59%

Shares11.9K

Event2026-06-30

Filed2026-07-22

RAAX

VANECK ETF TRUST

7.88%

Shares29.3K

Event2026-06-30

Filed2026-07-22

SPTS

SPDR SERIES TRUST

-1.98%

Shares36.9K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

9.55%

Shares2.8K

Event2026-06-30

Filed2026-07-22

VANGUARD INTL EQUITY INDEX F

-0.41%

Shares6.9K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

500.05%

Shares12.4K

Event2026-06-30

Filed2026-07-22

DFAR

DIMENSIONAL ETF TRUST

-0.92%

Shares39.0K

Event2026-06-30

Filed2026-07-22

SUN

SUNOCO LP/SUNOCO FIN CORP

New

Shares13.9K

Event2026-06-30

Filed2026-07-22

EA SERIES TRUST

11.17%

Shares10.2K

Event2026-06-30

Filed2026-07-22

FNDA

SCHWAB STRATEGIC TR

-2.74%

Shares23.7K

Event2026-06-30

Filed2026-07-22

PFFD

GLOBAL X FDS

123.81%

Shares46.5K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

-34.10%

Shares1.3K

Event2026-06-30

Filed2026-07-22

VGIT

VANGUARD SCOTTSDALE FDS

58.65%

Shares14.6K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

14.75%

Shares5.7K

Event2026-06-30

Filed2026-07-22

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

SPYD

SPDR SERIES TRUST

28.04%

Shares16.6K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

-35.67%

Shares2.0K

Event2026-06-30

Filed2026-07-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-22

ISHARES TR

1.10%

Shares917

Event2026-06-30

Filed2026-07-22

HAP

VANECK ETF TRUST

-2.95%

Shares9.7K

Event2026-06-30

Filed2026-07-22

HDEF

DBX ETF TR

22.12%

Shares20.2K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

-1.50%

Shares1.8K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

-0.14%

Shares5.2K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

-17.23%

Shares562

Event2026-06-30

Filed2026-07-22

TBUX

T ROWE PRICE EXCHANGE-TRADED

-4.16%

Shares9.6K

Event2026-06-30

Filed2026-07-22

SLYV

SPDR SERIES TRUST

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-22

BND

VANGUARD BD INDEX FDS

21.45%

Shares6.5K

Event2026-06-30

Filed2026-07-22

PNQI

INVESCO EXCHANGE TRADED FD T

0.73%

Shares9.7K

Event2026-06-30

Filed2026-07-22

PHYL

PGIM ETF TR

-1.63%

Shares13.1K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

-0.34%

Shares1.8K

Event2026-06-30

Filed2026-07-22

DFSV

DIMENSIONAL ETF TRUST

-0.01%

Shares11.3K

Event2026-06-30

Filed2026-07-22

DFSU

DIMENSIONAL ETF TRUST

2.12%

Shares9.3K

Event2026-06-30

Filed2026-07-22

FEGE

RBB FUND TRUST

5.77%

Shares8.7K

Event2026-06-30

Filed2026-07-22

WTMF

WISDOMTREE TR

-2.25%

Shares10.3K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

-9.62%

Shares1.2K

Event2026-06-30

Filed2026-07-22

AXP

AMERICAN EXPRESS CO

-14.49%

Shares1.1K

Event2026-06-30

Filed2026-07-22

DFLV

DIMENSIONAL ETF TRUST

2.40%

Shares9.8K

Event2026-06-30

Filed2026-07-22

NVCT

NUVECTIS PHARMA INC

0.00%

Shares20.1K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

-0.79%

Shares5.5K

Event2026-06-30

Filed2026-07-22

TXN

TEXAS INSTRS INC

-15.35%

Shares1.3K

Event2026-06-30

Filed2026-07-22

AVEM

AMERICAN CENTY ETF TR

4.17%

Shares4.3K

Event2026-06-30

Filed2026-07-22

PXH

INVESCO EXCH TRADED FD TR II

0.00%

Shares12.9K

Event2026-06-30

Filed2026-07-22

EWX

SPDR INDEX SHS FDS

0.50%

Shares5.1K

Event2026-06-30

Filed2026-07-22

SPDW

SPDR INDEX SHS FDS

1.81%

Shares6.9K

Event2026-06-30

Filed2026-07-22

AVDE

AMERICAN CENTY ETF TR

1.10%

Shares3.8K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.89%

Shares683

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

13.58%

Shares1.8K

Event2026-06-30

Filed2026-07-22

KEMQ

KRANESHARES TRUST

-4.21%

Shares13.1K

Event2026-06-30

Filed2026-07-22

PXF

INVESCO EXCH TRADED FD TR II

0.47%

Shares4.1K

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD INDEX FDS

-0.86%

Shares1.3K

Event2026-06-30

Filed2026-07-22

NEXTERA ENERGY INC

-0.34%

Shares3.2K

Event2026-06-30

Filed2026-07-22

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-22

GENERAL DYNAMICS CORP

-0.52%

Shares766

Event2026-06-30

Filed2026-07-22

GWX

SPDR INDEX SHS FDS

0.90%

Shares6.5K

Event2026-06-30

Filed2026-07-22

APPLIED MATLS INC

New

Shares516

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

New

Shares230

Event2026-06-30

Filed2026-07-22

ADP

AUTOMATIC DATA PROCESSING IN

-10.90%

Shares1.0K

Event2026-06-30

Filed2026-07-22

AGI

ALAMOS GOLD INC

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

-0.39%

Shares762

Event2026-06-30

Filed2026-07-22

GILD

GILEAD SCIENCES INC

-0.27%

Shares1.9K

Event2026-06-30

Filed2026-07-22

FDN

FIRST TR EXCHANGE-TRADED FD

2.59%

Shares912

Event2026-06-30

Filed2026-07-22

VISA INC

-0.87%

Shares680

Event2026-06-30

Filed2026-07-22

IWS

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-22

TJX

TJX COS INC NEW

0.15%

Shares1.4K

Event2026-06-30

Filed2026-07-22

WSM

WILLIAMS SONOMA INC

New

Shares929

Event2026-06-30

Filed2026-07-22

HDV

ISHARES TR

New

Shares7.4K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

New

Shares704

Event2026-06-30

Filed2026-07-22

IWV

ISHARES TR

New

Shares490

Event2026-06-30

Filed2026-07-22

EFA

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-22

DEM

WISDOMTREE TR

New

Shares3.8K

Event2026-06-30

Filed2026-07-22

GII

SPDR INDEX SHS FDS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-22

RDDT

REDDIT INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-22

LPRO

OPEN LENDING CORP

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available