StockDriftsStockDriftsTop 50 Silicon Hills Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFSD | DIMENSIONAL ETF TRUST | 13.59% | 519.5K | $24.1M | +6.46%(+31.50K) | — | 2023-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 13.37% | 315.2K | $23.7M | +18.26%(+48.66K) | — | 2023-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 5.94% | 183.0K | $10.5M | -8.52%(-17.04K) | — | 2023-06-30 | |
| AVSU | AMERICAN CENTY ETF TR | 4.56% | 156.5K | $8.1M | +1.44%(+2.23K) | — | 2023-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.55% | 103.8K | $8.1M | +8.46%(+8.10K) | — | 2023-06-30 | |
| QMOM | EA SERIES TRUST | 4.48% | 170.8K | $7.9M | -3.50%(-6.20K) | — | 2023-06-30 | |
| AAPL | APPLE INC | 3.98% | 36.4K | $7.1M | +0.26%(+96) | — | 2023-06-30 | |
| QVAL | EA SERIES TRUST | 3.94% | 201.8K | $7.0M | +0.10%(+209) | — | 2023-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.73% | 270.0K | $6.6M | -0.43%(-1.17K) | — | 2023-06-30 | |
| QQQ | INVESCO QQQ TR | 2.93% | 14.0K | $5.2M | -2.56%(-369) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Silicon Hills Wealth Management, Llc reports $177.21M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are DFSD (13.6%), AVUS (13.4%) and AVDV (5.9%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Silicon Hills Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1799054). View Silicon Hills Wealth Management, Llc’s 13F filings on SEC