Austin Asset Management Co Inc - Portfolio overview

Austin Asset Management Co Inc has 89 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. DFAC - DIMENSIONAL ETF TRUST, 25.79%
  2. NVDA - NVIDIA CORPORATION, 14.14%
  3. DFUS - DIMENSIONAL ETF TRUST, 10.91%

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

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