StockDriftsStockDriftsTop 50 Austin Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 11.53% | 1.11M | $50.8M | -31.39%(-508.14K) | $37.19(+34.36%) | 2026-03-31 | |
| SPYC | SIMPLIFY EXCHANGE TRADED FUN | 6.04% | 667.3K | $26.6M | -26.25%(-237.51K) | $32.08(+36.67%) | 2026-03-31 | |
| MFUS | PIMCO EQUITY SER | 6% | 448.5K | $26.4M | -25.75%(-155.58K) | $40.26(+56.25%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.17% | 575.5K | $22.8M | -37.09%(-339.27K) | $31.26(+30.79%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 4.91% | 265.5K | $21.6M | -23.94%(-83.57K) | $61.98(+40.97%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 4.26% | 203.5K | $18.7M | -28.97%(-83.00K) | $42.97(+109.74%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.2% | 542.8K | $18.5M | -31.31%(-247.47K) | $26.41(+47.22%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 3.57% | 327.3K | $15.7M | -37.20%(-193.87K) | $47.47(+1.59%) | 2026-03-31 | |
| DBMF | LITMAN GREGORY FDS TR | 3.21% | 464.0K | $14.1M | -27.03%(-171.82K) | $27.14(+13.28%) | 2026-03-31 | |
| MUNI | PIMCO ETF TR | 2.89% | 243.9K | $12.7M | -19.07%(-57.48K) | $51.39(+1.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.24% | +45.21% |
| Top 20 Holdings Unweighted | +11.62% | +39.06% |
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