Institutions / Defined Wealth Management, LLC
Defined Wealth Management, LLC
CIK 1849518 · Institution · as of Dec 31, 2025
Portfolio value
$173.49M
Positions
109
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 109 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $10.26M | 5.9% |
| Vanguard Index Fds | $9.55M | 5.5% |
| Vanguard Index Fds | $7.79M | 4.5% |
| SPDR S&P 500 ETF Tr | $6.41M | 3.7% |
| iShares Tr | $6.07M | 3.5% |
| iShares Tr | $5.92M | 3.4% |
| iShares Inc | $5.74M | 3.3% |
| Vanguard Index Fds | $5.52M | 3.2% |
| Invesco Exchange Traded Fd T | $4.70M | 2.7% |
| Invesco Qqq Tr | $4.65M | 2.7% |
| Franklin Templeton ETF Tr | $4.63M | 2.7% |
| First Tr Exchange Traded Fd | $4.45M | 2.6% |
| Vanguard Intl Equity Index F | $4.24M | 2.4% |
| Broadcom Inc. | $4.17M | 2.4% |
| iShares Tr | $3.67M | 2.1% |
| iShares Tr | $3.51M | 2.0% |
| iShares MSCI UAE ETF | $3.28M | 1.9% |
| Apple Inc. | $3.23M | 1.9% |
| iShares MSCI UAE ETF | $3.20M | 1.8% |
| First Tr Exchng Traded Fd VI | $2.63M | 1.5% |
| Invesco Exch Trd Slf Idx Fd | $2.54M | 1.5% |
| JPMorgan Chase & Co | $2.47M | 1.4% |
| Vanguard Index Fds | $2.38M | 1.4% |
| Vanguard Specialized Funds | $2.19M | 1.3% |
| SPDR Series Trust | $2.02M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.