DOSSIER · 13F-HR · Q4 2025
Austin Private Wealth, LLC
Austin Private Wealth's pension fund based in Omaha, NE — $1.3B in tracked AUM across 298 positions as of Q4 2025.
AP
Austin Private Wealth·Omaha, NE·Pension Fund
CIK 0001800328 · last filed Dec 31, 2025
AI Analysis · Q4 2025 · Q4 2025
Comprehensive Analysis of Austin Private Wealth, LLC 13F Filing
Portfolio Overview
Austin Private Wealth, LLC reported a significant expansion in assets under management, with the total portfolio value increasing by 55.7% quarter-over-quarter, rising from approximately $864.43 million to $1.35 billion. The firm manages a highly diversified portfolio consisting of 298 holdings. The investment strategy appears to be a "core-satellite" approach with a heavy reliance on Exchang...
Quarter at a glance — Q4 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q4 2025.
Filing history
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