13F Insight
DOSSIER · 13F-HR · Q1 2026

Austin Wealth Management, LLC

Austin Wealth's pension fund based in New York, NY — $440M in tracked AUM across 118 positions as of Q1 2026.

AW
Austin Wealth·New York, NY·Pension Fund
CIK 0002003112 · last filed Mar 31, 2026
Total AUM
$440M
▲ 13.6%
vs prior
Holdings
118
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Financials
51% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Austin Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$51M1.1M11.5%
02
SPYC
SIMPLIFY EXCHANGE TRADED FUN
$27M667K6.0%
03
MFUS
PIMCO EQUITY SER
$26M449K6.0%
04
DFAI
DIMENSIONAL ETF TRUST
$23M576K5.2%
05
AVLV
AMERICAN CENTY ETF TR
$22M266K4.9%
06
GLDM
WORLD GOLD TR
$19M203K4.3%
07
DFAE
DIMENSIONAL ETF TRUST
$18M543K4.2%
08
DFNM
DIMENSIONAL ETF TRUST
$16M327K3.6%
09
DBMF
LITMAN GREGORY FDS TR
$14M464K3.2%
10
MUNI
PIMCO ETF TR
$13M244K2.9%

Filing history

Filing history loading…