Austin Wealth Management, LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 473,402
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 126 | 473,402 | 13F-HR | Austin Wealth Management, LLC |
| Q1 2026 | 4/14/2026 | 118 | 440,379 | 13F-HR | Austin Wealth Management, LLC |
| Q4 2025 | 1/26/2026 | 164 | 676,872 | 13F-HR | Austin Wealth Management, LLC |
| Q3 2025 | 11/5/2025 | 161 | 637,351 | 13F-HR | Austin Wealth Management, LLC |
| Q2 2025 | 8/8/2025 | 138 | 562,130 | 13F-HR | Austin Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 88.16 K | 18.6% | 0 | 6.605 K | -6.605 K |
| ETFs | 385.2 K | 81.4% | 39.63 K | 0 | 39.63 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
473,402
Holdings
126
QoQ value change ($000)
33,023
(7.5%)
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.