Defined Wealth Management, LLC
All holdings · as of Dec 31, 2025
| 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 TRUST | $3.28M | 1.9% |
| Apple Inc. | $3.23M | 1.9% |
| iSHARES TRUST | $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% |
| MICROSOFT CORP | $1.97M | 1.1% |
| FIDELITY COMWLTH TR | $1.95M | 1.1% |
| SEMPRA | $1.49M | 0.9% |
| FIRST TR EXCHANGE-TRADED FD | $1.47M | 0.8% |
| SPDR INDEX SHS FDS | $1.47M | 0.8% |
| VANECK ETF TRUST | $1.44M | 0.8% |
| VANGUARD INDEX FDS | $1.38M | 0.8% |
| VANGUARD INDEX FDS | $1.28M | 0.7% |
| AMERICAN EXPRESS CO | $1.28M | 0.7% |
| VANGUARD TAX-MANAGED FDS | $1.28M | 0.7% |
| ISHARES TR | $1.23M | 0.7% |
| TE Connectivity PLC | $1.21M | 0.7% |
| VANGUARD SCOTTSDALE FDS | $1.19M | 0.7% |
| VANGUARD CHARLOTTE FDS | $1.17M | 0.7% |
| ISHARES TR | $1.16M | 0.7% |
| FIDELITY MERRIMACK STR TR | $1.14M | 0.7% |
| Warren E. Buffett | $1.12M | 0.6% |
| UNITEDHEALTH GROUP INC | $1.12M | 0.6% |
| Motorola Solutions, Inc. | $1.09M | 0.6% |
| Amazon.com, Inc. | $1.03M | 0.6% |
| ISHARES TR | $1.02M | 0.6% |
| Alphabet Inc. | $981.9K | 0.6% |
| DEERE & CO | $947.9K | 0.5% |
| NVIDIA Corporation | $928.6K | 0.5% |
| VANGUARD SCOTTSDALE FDS | $910.1K | 0.5% |