Austin Private Wealth, LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,345,693
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/20/2026 | 298 | 1,345,693 | 13F-HR | Austin Private Wealth, LLC |
| Q3 2025 | 10/17/2025 | 314 | 1,318,641 | 13F-HR | Austin Private Wealth, LLC |
| Q2 2025 | 8/1/2025 | 307 | 1,269,433 | 13F-HR | Austin Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
11.33 K
(0.8% of total reported value)
· QoQ Δ:
-8.586 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 857.4 K | 64.3% | 39.37 K | 0 | 39.37 K |
| ETFs | 441.1 K | 33.1% | 0 | 1.041 K | -1.041 K |
| Debt | 10.15 K | 0.8% | 0 | 3.516 K | -3.516 K |
| Other | 25.71 K | 1.9% | 827 | 0 | 827 |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
1,345,693
Holdings
298
QoQ value change ($000)
27,052
(2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.