DEFINED WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Beaverton, OR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 170,743
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 109 | 170,743 | 13F-HR | DEFINED WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/15/2026 | 109 | 173,485 | 13F-HR | DEFINED WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/7/2025 | 106 | 172,228 | 13F-HR | DEFINED WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/9/2025 | 106 | 161,656 | 13F-HR | DEFINED WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 51.47 K | 30.1% | 0 | 69.12 K | -69.12 K |
| ETFs | 119.3 K | 69.9% | 68.76 K | 0 | 68.76 K |
| Other | 0 | 0.0% | 0 | 2.388 K | -2.388 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
170,743
Holdings
109
QoQ value change ($000)
-2,742
(-1.6%)
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.