Investor
Austin Private Wealth, LLC
CIK 0001800328 · filed 2026-01-20 · SEC filing
13F book
$1.35B
Positions
265
Largest name
6.8%
Spdr Series Trust
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 1.13M | $91M | 6.8% | — | Held |
| Blackrock Etf Trust | — | 1.24M | $75.6M | 5.6% | — | Held |
| Ishares Tr | — | 329.7K | $69.9M | 5.2% | — | Held |
| Ishares Tr | — | 482.7K | $59.5M | 4.4% | — | Held |
| Invesco Exchange Traded Fd T | — | 985.9K | $58.4M | 4.3% | — | Held |
| Ishares Tr | — | 660.8K | $47.2M | 3.5% | — | Held |
| Vanguard Scottsdale Fds | — | 130.7K | $40.4M | 3.0% | — | Held |
| Ishares Inc | — | 572.4K | $38.5M | 2.9% | — | Held |
| Spdr Series Trust | — | 835.8K | $38.2M | 2.8% | — | Held |
| Spdr Index Shs Fds | — | 798.4K | $35.5M | 2.6% | — | Held |
| Ishares Tr | — | 176.2K | $35M | 2.6% | — | Held |
| Spdr S&P 500 Etf Tr | — | 49.6K | $33.8M | 2.5% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 239K | $28.5M | 2.1% | — | Held |
| Blackrock Etf Trust | — | 738.5K | $28.5M | 2.1% | — | Held |
| Blackrock Etf Trust | — | 845.4K | $28.2M | 2.1% | — | Held |
| Schwab Us Aggregate Bond | — | 1.12M | $26.1M | 1.9% | — | Held |
| American Centy Etf Tr | — | 300.8K | $23.2M | 1.7% | — | Held |
| Bondbloxx Etf Trust | — | 499.8K | $23.1M | 1.7% | — | Held |
| Ishares Tr | — | 483K | $22.5M | 1.7% | — | Held |
| Ssga Active Tr | — | 342.4K | $21.3M | 1.6% | — | Held |
| Spdr Index Shs Fds | — | 419K | $19.6M | 1.5% | — | Held |
| Ishares Tr | — | 51.4K | $19.2M | 1.4% | — | Held |
| Apple Inc. | AAPL | 65.3K | $17.7M | 1.3% | — | Held |
| Vanguard Tax-Managed Fds | — | 258.2K | $16.1M | 1.2% | — | Held |
| Ishares Tr | — | 157.9K | $15M | 1.1% | — | Held |
| Spdr Series Trust | — | 303.7K | $14.2M | 1.1% | — | Held |
| Nvidia Corp | NVDA | 75.8K | $14.1M | 1.1% | — | Held |
| Global X Fds | — | 213.8K | $13.9M | 1.0% | — | Held |
| Dimensional Etf Trust | — | 333K | $13.2M | 1.0% | — | Held |
| Vanguard Intl Equity Index F | — | 240.2K | $12.9M | 1.0% | — | Held |
| Spdr Series Trust | — | 480.3K | $12.7M | 0.9% | — | Held |
| World Gold Tr | — | 142.9K | $12.2M | 0.9% | — | Held |
| Ssga Active Tr | — | 448.8K | $11.6M | 0.9% | — | Held |
| Microsoft Corp | MSFT | 24K | $11.6M | 0.9% | — | Held |
| Ishares Tr | — | 226.2K | $11.3M | 0.8% | — | Held |
| Blackrock Etf Trust Ii | — | 213.5K | $11.3M | 0.8% | — | Held |
| Spdr Series Trust | — | 172.8K | $10M | 0.7% | — | Held |
| Spdr Series Trust | — | 332.9K | $8.48M | 0.6% | — | Held |
| Spdr Series Trust | — | 294.9K | $8.42M | 0.6% | — | Held |
| Broadcom Inc. | AVGO | 22.4K | $7.76M | 0.6% | — | Held |
| Ssga Active Etf Tr | — | 181.6K | $7.5M | 0.6% | — | Held |
| Alphabet Inc | — | 22.8K | $7.17M | 0.5% | — | Held |
| Amazon Com Inc | AMZN | 29.8K | $6.88M | 0.5% | — | Held |
| Spdr Index Shs Fds | — | 159.5K | $6.52M | 0.5% | — | Held |
| Alphabet Inc | — | 19.6K | $6.13M | 0.5% | — | Held |
| Ishares Tr | — | 50.2K | $5.71M | 0.4% | — | Held |
| Vanguard Scottsdale Fds | — | 55.4K | $5.51M | 0.4% | — | Held |
| Spdr Gold Tr | — | 12.9K | $5.09M | 0.4% | — | Held |
| Ishares Tr | — | 7.05K | $4.83M | 0.4% | — | Held |
| Spdr Series Trust | — | 234.5K | $4.47M | 0.3% | — | Held |
| Exxon Mobil Corp | — | 36.6K | $4.4M | 0.3% | — | Held |
| Spdr Series Trust | — | 205.9K | $4.4M | 0.3% | — | Held |
| Ishares Tr | — | 52.6K | $4.08M | 0.3% | — | Held |
| Meta Platforms, Inc. | META | 5.8K | $3.83M | 0.3% | — | Held |
| Ishares Tr | — | 35.1K | $3.75M | 0.3% | — | Held |
| Spdr Index Shs Fds | — | 75.9K | $3.42M | 0.3% | — | Held |
| Dimensional Etf Trust | — | 87K | $3.31M | 0.2% | — | Held |
| Dimensional Etf Trust | — | 100.4K | $3.3M | 0.2% | — | Held |
| Ishares Tr | — | 33.6K | $3.23M | 0.2% | — | Held |
| Dimensional Etf Trust | — | 91.1K | $3.14M | 0.2% | — | Held |
| Jpmorgan Chase & Co. | — | 9.66K | $3.11M | 0.2% | — | Held |
| Dimensional Etf Trust | — | 55.5K | $2.66M | 0.2% | — | Held |
| Walmart Inc. | WMT | 23.6K | $2.62M | 0.2% | — | Held |
| Dimensional Etf Trust | — | 60.1K | $2.56M | 0.2% | — | Held |
| Dimensional Etf Trust | — | 47.7K | $2.51M | 0.2% | — | Held |
| Schwab Strategic Tr | — | 91.1K | $2.48M | 0.2% | — | Held |
| Blackrock Etf Trust | — | 33.3K | $2.47M | 0.2% | — | Held |
| Dimensional Etf Trust | — | 41.6K | $2.26M | 0.2% | — | Held |
| Vanguard Index Fds | — | 6.66K | $2.23M | 0.2% | — | Held |
| Dimensional Etf Trust | — | 41K | $2.21M | 0.2% | — | Held |
| State Srt Spdr Prtfl Hgh | — | 90K | $2.13M | 0.2% | — | Held |
| Berkshire Hathaway Inc Del | — | 3.88K | $1.95M | 0.1% | — | Held |
| Johnson & Johnson | JNJ | 9.41K | $1.95M | 0.1% | — | Held |
| Ishares Tr | — | 81.8K | $1.88M | 0.1% | — | Held |
| Ishares Tr | — | 12.1K | $1.81M | 0.1% | — | Held |
| Ishares Tr | — | 74.4K | $1.8M | 0.1% | — | Held |
| Oracle Corp | — | 9.25K | $1.8M | 0.1% | — | Held |
| Spdr Series Trust | — | 17.4K | $1.69M | 0.1% | — | Held |
| International Business Machs | — | 5.67K | $1.68M | 0.1% | — | Held |
| Ishares Tr | — | 8.33K | $1.66M | 0.1% | — | Held |
| Ishares Tr | — | 12.7K | $1.64M | 0.1% | — | Held |
| Visa Inc. | V | 4.63K | $1.62M | 0.1% | — | Held |
| Invesco Qqq Tr | — | 2.63K | $1.62M | 0.1% | — | Held |
| Chevron Corp New | CVX | 10.4K | $1.58M | 0.1% | — | Held |
| Ishares Tr | — | 16.4K | $1.47M | 0.1% | — | Held |
| Ishares Tr | — | 60.1K | $1.46M | 0.1% | — | Held |
| Spdr Series Trust | — | 64.2K | $1.45M | 0.1% | — | Held |
| Ishares Tr | — | 62.2K | $1.42M | 0.1% | — | Held |
| Vanguard Specialized Funds | — | 6.41K | $1.41M | 0.1% | — | Held |
| Tesla, Inc. | TSLA | 3.1K | $1.39M | 0.1% | — | Held |
| Dimensional Etf Trust | — | 40.7K | $1.35M | 0.1% | — | Held |
| Vanguard Index Fds | — | 2.09K | $1.31M | 0.1% | — | Held |
| Intuit Inc. | INTU | 1.94K | $1.29M | 0.1% | — | Held |
| Procter And Gamble Co | PG | 8.71K | $1.25M | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 8.62K | $1.24M | 0.1% | — | Held |
| Eli Lilly & Co | LLY | 1.15K | $1.24M | 0.1% | — | Held |
| Advanced Micro Devices Inc | AMD | 5.75K | $1.23M | 0.1% | — | Held |
| Caterpillar Inc | CAT | 2.08K | $1.19M | 0.1% | — | Held |
| Ishares Tr | — | 20.5K | $1.18M | 0.1% | — | Held |
| Ishares Tr | — | 51.2K | $1.15M | 0.1% | — | Held |
| Csx Corp | CSX | 31.7K | $1.15M | 0.1% | — | Held |
| Ishares Tr | — | 44.3K | $1.13M | 0.1% | — | Held |
| Schwab Strategic Tr | — | 30.7K | $1.11M | 0.1% | — | Held |
| Workday, Inc. | WDAY | 5.1K | $1.09M | 0.1% | — | Held |
| Merck & Co., Inc. | MRK | 10.3K | $1.08M | 0.1% | — | Held |
| Dimensional Etf Trust | — | 27.7K | $1.05M | 0.1% | — | Held |
| Dimensional Etf Trust | — | 32.4K | $1.03M | 0.1% | — | Held |
| AbbVie Inc. | ABBV | 4.36K | $995.2K | 0.1% | — | Held |
| Home Depot, Inc. | HD | 2.83K | $972.7K | 0.1% | — | Held |
| Conocophillips | COP | 10.3K | $965.7K | 0.1% | — | Held |
| Ishares Tr | — | 41.2K | $963.6K | 0.1% | — | Held |
| Amgen Inc | AMGN | 2.9K | $947.9K | 0.1% | — | Held |
| Unitedhealth Group Inc | UNH | 2.81K | $927.2K | 0.1% | — | Held |
| Ishares Inc | — | 21K | $926.1K | 0.1% | — | Held |
| Bank America Corp | — | 16K | $880.5K | 0.1% | — | Held |
| Parker-Hannifin Corp | PH | 986 | $866.7K | 0.1% | — | Held |
| Mcdonalds Corp | MCD | 2.73K | $833.6K | 0.1% | — | Held |
| Qualcomm Inc | — | 4.85K | $829.5K | 0.1% | — | Held |
| Dell Technologies Inc. | DELL | 6.27K | $789K | 0.1% | — | Held |
| Ishares Tr | — | 35K | $782.9K | 0.1% | — | Held |
| Palantir Technologies Inc. | PLTR | 4.38K | $778.7K | 0.1% | — | Held |
| Pepsico Inc | PEP | 5.41K | $777K | 0.1% | — | Held |
| Wells Fargo Co New | — | 8.25K | $769.2K | 0.1% | — | Held |
| Cisco Sys Inc | — | 9.86K | $759.5K | 0.1% | — | Held |
| Accenture Plc Ireland | — | 2.81K | $754.4K | 0.1% | — | Held |
| Vanguard Star Fds | — | 9.95K | $750.3K | 0.1% | — | Held |
| Palo Alto Networks Inc | PANW | 4K | $736.6K | 0.1% | — | Held |
| Ssga Active Tr | — | 22.7K | $734.6K | 0.1% | — | Held |
| Mastercard Inc | MA | 1.28K | $733K | 0.1% | — | Held |
| Netflix Inc | NFLX | 7.77K | $728.1K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 26.4K | $724.1K | 0.1% | — | Held |
| Ishares Tr | — | 7.32K | $720.7K | 0.1% | — | Held |
| NXP Semiconductors N.V. | NXPI | 3.24K | $703.1K | 0.1% | — | Held |
| Ishares Tr | — | 30.4K | $678.6K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 21.4K | $672.9K | 0.1% | — | Held |
| Mckesson Corp | MCK | 811 | $665.3K | 0.0% | — | Held |
| BlackRock, Inc. | BLK | 620 | $663.6K | 0.0% | — | Held |
| RTX Corp | RTX | 3.62K | $663K | 0.0% | — | Held |
| Goldman Sachs Group Inc | — | 747 | $656.3K | 0.0% | — | Held |
| Ishares Gold Tr | — | 8.06K | $654.6K | 0.0% | — | Held |
| Ishares Inc | — | 9K | $654.4K | 0.0% | — | Held |
| Costco Whsl Corp New | — | 755 | $651K | 0.0% | — | Held |
| Spdr Series Trust | — | 25K | $643.9K | 0.0% | — | Held |
| Prudential Finl Inc | — | 5.68K | $640.8K | 0.0% | — | Held |
| Spdr Series Trust | — | 21.7K | $634.1K | 0.0% | — | Held |
| Ishares Tr | — | 19.4K | $621.4K | 0.0% | — | Held |
| General Dynamics Corp | GD | 1.84K | $621.2K | 0.0% | — | Held |
| Ishares Tr | — | 6.53K | $614.7K | 0.0% | — | Held |
| Philip Morris Intl Inc | — | 3.81K | $611.4K | 0.0% | — | Held |
| Elevance Health Inc Formerly | — | 1.72K | $602.2K | 0.0% | — | Held |
| ServiceNow, Inc. | NOW | 3.93K | $601.6K | 0.0% | — | Held |
| Deere & Co | DE | 1.27K | $592.2K | 0.0% | — | Held |
| Metlife Inc | — | 7.36K | $581K | 0.0% | — | Held |
| Ishares Tr | — | 12.1K | $580.7K | 0.0% | — | Held |
| Ishares Tr | — | 1.68K | $577.7K | 0.0% | — | Held |
| Coca Cola Co | KO | 8.09K | $565.5K | 0.0% | — | Held |
| Ishares Tr | — | 23.8K | $556.1K | 0.0% | — | Held |
| Ishares Tr | — | 23K | $545.6K | 0.0% | — | Held |
| Vanguard Bd Index Fds | — | 6.87K | $534.9K | 0.0% | — | Held |
| Ishares Tr | — | 5K | $533.8K | 0.0% | — | Held |
| Spdr Series Trust | — | 17.5K | $528.2K | 0.0% | — | Held |
| Verizon Communications Inc | VZ | 12.9K | $526K | 0.0% | — | Held |
| Lockheed Martin Corp | LMT | 1.09K | $525.7K | 0.0% | — | Held |
| At&T Inc | — | 20.8K | $517.3K | 0.0% | — | Held |
| Texas Instrs Inc | — | 2.92K | $506.9K | 0.0% | — | Held |
| Ishares Tr | — | 21.9K | $505.7K | 0.0% | — | Held |
| Dimensional Etf Trust | — | 19K | $502.2K | 0.0% | — | Held |
| Prologis Inc. | — | 3.92K | $500K | 0.0% | — | Held |
| Ishares Tr | — | 7.54K | $497.4K | 0.0% | — | Held |
| Vanguard Intl Equity Index F | — | 6.71K | $493.2K | 0.0% | — | Held |
| Morgan Stanley | — | 2.77K | $491.8K | 0.0% | — | Held |
| Cummins Inc | CMI | 913 | $466K | 0.0% | — | Held |
| Salesforce, Inc. | CRM | 1.76K | $465.9K | 0.0% | — | Held |
| Lam Research Corp | LRCX | 2.71K | $464.8K | 0.0% | — | Held |
| Danaher Corporation | — | 2.01K | $460.6K | 0.0% | — | Held |
| Southern Co | — | 5.26K | $458.4K | 0.0% | — | Held |
| Dimensional Etf Trust | — | 14.1K | $455.3K | 0.0% | — | Held |
| Vanguard Growth Etf | — | 930 | $453.9K | 0.0% | — | Held |
| Dimensional Etf Trust | — | 13.4K | $452.5K | 0.0% | — | Held |
| Ishares Tr | — | 20.5K | $450.4K | 0.0% | — | Held |
| Bank New York Mellon Corp | — | 3.88K | $449.9K | 0.0% | — | Held |
| Gallagher Arthur J & Co | — | 1.73K | $448.7K | 0.0% | — | Held |
| American Centy Etf Tr | — | 5.88K | $445.4K | 0.0% | — | Held |
| Medtronic Plc | MDT | 4.46K | $428.5K | 0.0% | — | Held |
| Shopify Inc. | SHOP | 2.65K | $426.6K | 0.0% | — | Held |
| Phillips 66 | PSX | 3.31K | $426.5K | 0.0% | — | Held |
| Spdr Series Trust | — | 4.34K | $426.2K | 0.0% | — | Held |
| Linde Plc | LIN | 993 | $423.4K | 0.0% | — | Held |
| Kinder Morgan Inc Del | — | 15.2K | $416.9K | 0.0% | — | Held |
| Vanguard Index Fds | — | 1.96K | $410.3K | 0.0% | — | Held |
| Us Bancorp Del | — | 7.66K | $408.6K | 0.0% | — | Held |
| Fifth Third Bancorp | — | 8.69K | $406.6K | 0.0% | — | Held |
| Wp Carey Inc | — | 6.29K | $404.6K | 0.0% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1.33K | $403K | 0.0% | — | Held |
| Spdr Index Shs Fds | — | 5.6K | $390.5K | 0.0% | — | Held |
| Vanguard Index Fds | — | 2.04K | $389.8K | 0.0% | — | Held |
| Pfizer Inc | PFE | 15.6K | $389.3K | 0.0% | — | Held |
| Becton Dickinson & Co | BDX | 1.99K | $386.6K | 0.0% | — | Held |
| Aflac Inc | AFL | 3.5K | $386.1K | 0.0% | — | Held |
| Enterprise Prods Partners L | — | 12K | $384.7K | 0.0% | — | Held |
| Cigna Group | CI | 1.38K | $380.4K | 0.0% | — | Held |
| Tjx Cos Inc New | — | 2.44K | $374.7K | 0.0% | — | Held |
| Amphenol Corp New | — | 2.77K | $373.7K | 0.0% | — | Held |
| Schwab Charles Corp | — | 3.72K | $371.7K | 0.0% | — | Held |
| Ishares Tr | — | 3.88K | $368.6K | 0.0% | — | Held |
| Ferguson Enterprises Inc | — | 1.63K | $363.6K | 0.0% | — | Held |
| Cyberark Software Ltd | — | 812 | $362.2K | 0.0% | — | Held |
| Intuitive Surgical Inc | ISRG | 614 | $347.7K | 0.0% | — | Held |
| Blackrock Etf Trust | — | 6.23K | $340.6K | 0.0% | — | Held |
| Citigroup Inc | — | 2.9K | $338.1K | 0.0% | — | Held |
| Norfolk Southn Corp | — | 1.17K | $338.1K | 0.0% | — | Held |
| Altria Group, Inc. | MO | 5.77K | $332.7K | 0.0% | — | Held |
| Ishares Tr | — | 6.96K | $332K | 0.0% | — | Held |
| Lamar Advertising Co/New | LAMR | 2.51K | $317.5K | 0.0% | — | Held |
| American Elec Pwr Co Inc | — | 2.74K | $316.4K | 0.0% | — | Held |
| Public Svc Enterprise Grp In | — | 3.85K | $308.9K | 0.0% | — | Held |
| Paypal Hldgs Inc | — | 5.29K | $308.8K | 0.0% | — | Held |
| Automatic Data Processing In | — | 1.18K | $304K | 0.0% | — | Held |
| Spdr Series Trust | — | 10.5K | $302.6K | 0.0% | — | Held |
| Illinois Tool Wks Inc | — | 1.22K | $300.5K | 0.0% | — | Held |
| Asml Holding N V | — | 276 | $295.3K | 0.0% | — | Held |
| Spdr Series Trust | — | 3.3K | $294.4K | 0.0% | — | Held |
| L3harris Technologies Inc | — | 996 | $292.4K | 0.0% | — | Held |
| Abbott Labs | ABT | 2.33K | $292.2K | 0.0% | — | Held |
| Ishares Tr | — | 11.4K | $291.4K | 0.0% | — | Held |
| Pnc Finl Svcs Group Inc | — | 1.38K | $287K | 0.0% | — | Held |
| Applied Matls Inc | — | 1.11K | $285.3K | 0.0% | — | Held |
| Comcast Corp New | — | 9.45K | $282.4K | 0.0% | — | Held |
| Xcel Energy Inc | — | 3.75K | $276.6K | 0.0% | — | Held |
| Micron Technology Inc | MU | 951 | $271.5K | 0.0% | — | Held |
| Ishares Tr | — | 1.26K | $270.5K | 0.0% | — | Held |
| Uber Technologies, Inc | UBER | 3.27K | $267.4K | 0.0% | — | Held |
| EMCOR Group, Inc. | EME | 437 | $267.4K | 0.0% | — | Held |
| Spdr Index Shs Fds | — | 5.99K | $263K | 0.0% | — | Held |
| Williams Cos Inc | — | 4.35K | $261.4K | 0.0% | — | Held |
| Spdr Series Trust | — | 8.2K | $259.9K | 0.0% | — | Held |
| Ishares Tr | — | 11.7K | $257.8K | 0.0% | — | Held |
| Southwest Airls Co | — | 6.13K | $253.4K | 0.0% | — | Held |
| Vanguard Index Fds | — | 974 | $251.2K | 0.0% | — | Held |
| Fortinet, Inc. | FTNT | 3.16K | $251K | 0.0% | — | Held |
| Union Pac Corp | — | 1.06K | $245.5K | 0.0% | — | Held |
| Ishares Tr | — | 10.3K | $244K | 0.0% | — | Held |
| Boeing Co | — | 1.09K | $236.7K | 0.0% | — | Held |
| Ishares Tr | — | 2.46K | $236.5K | 0.0% | — | Held |
| Blue Owl Capital Corporation | — | 19K | $236.2K | 0.0% | — | Held |
| Ge Aerospace | — | 736 | $226.6K | 0.0% | — | Held |
| Curtiss Wright Corp | CW | 411 | $226.6K | 0.0% | — | Held |
| Intapp, Inc. | INTA | 4.86K | $222.7K | 0.0% | — | Held |
| Ishares Tr | — | 683 | $220.6K | 0.0% | — | Held |
| Ishares Tr | — | 889 | $218.9K | 0.0% | — | Held |
| Adobe Inc. | ADBE | 623 | $218.2K | 0.0% | — | Held |
| Spdr Series Trust | — | 6.79K | $218.1K | 0.0% | — | Held |
| Ishares Tr | — | 2.13K | $217.1K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 8.97K | $215.6K | 0.0% | — | Held |
| JBT MAREL Corp | JBTM | 1.43K | $215.3K | 0.0% | — | Held |
| First Ctzns Bancshares Inc D | — | 98 | $210.3K | 0.0% | — | Held |
| Spdr Series Trust | — | 4.85K | $209.8K | 0.0% | — | Held |
| Lowes Cos Inc | — | 868 | $209.3K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 7.58K | $204.1K | 0.0% | — | Held |
| Ishares Tr | — | 2.34K | $203.6K | 0.0% | — | Held |
| Ishares Tr | — | 4.9K | $202.5K | 0.0% | — | Held |
| Crowdstrike Hldgs Inc | — | 408 | $191.3K | 0.0% | — | Held |
| WisdomTree, Inc. | WT | 12.1K | $146.9K | 0.0% | — | Held |
| Zscaler, Inc. | ZS | 596 | $134.1K | 0.0% | — | Held |
| Ishares Bitcoin Trust Etf | IBIT | 1.95K | $96.6K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.