DEFINED WEALTH MANAGEMENT, LLC - Portfolio overview

DEFINED WEALTH MANAGEMENT, LLC has 115 reported holdings in this dataset, with the latest filing dated 2026-04-17.

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. IEFA - ISHARES TR, 6.04%
2. VOO - VANGUARD INDEX FDS, 5.30%
3. VUG - VANGUARD INDEX FDS, 4.10%

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

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