Austin Private Wealth, LLC - Portfolio overview

Austin Private Wealth, LLC has 289 reported holdings in this dataset, with the latest filing dated 2026-01-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 6.33%
2. SPLG - SPDR SERIES TRUST, 6.06%
3. DYNF - BLACKROCK ETF TRUST, 5.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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