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Austin Private Wealth, LLC

Austin Private Wealth, LLC is an Investment Adviser institutional filer with the SEC under CIK 1800328, reporting 265 portfolio positions, with 13 historical 13F filings on file. Most recent reporting period: 2025-12-31.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: TX
  • Filing type: 13F-HR
  • Latest reporting period: 2025-12-31
  • Last filed: 2024-04-12

Top 10 portfolio positions

The largest reported holdings in Austin Private Wealth, LLC's most recent 13F filing, ranked by reported market value.

  1. SPDR SERIES TRUST (SPYM)
  2. BLACKROCK ETF TRUST (DYNF)
  3. ISHARES TR (IVE)
  4. ISHARES TR (IVW)
  5. INVESCO EXCHANGE TRADED FD T (XLG)
  6. ISHARES TR (EFV)
  7. VANGUARD SCOTTSDALE FDS (VONE)
  8. ISHARES INC (IEMG)
  9. SPDR SERIES TRUST (TFI)
  10. SPDR INDEX SHS FDS (SPDW)
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