Austin Private Wealth, LLC
Annual return '25
+13.1%
SPY '25
+17.7%
Alpha
-4.7ptsvs SPY
Invested
$494.3M
Holdings
127
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHB
SCHWAB STRATEGIC TR
Q1 2026: New position (8.6k shares)
11.3%
02
$FBND
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
10.3%
03
$ACIO
ETF SER SOLUTIONS
Held since at least Q1 2024
9.2%
04
$SPYG
SPDR SERIES TRUST
Held since at least Q1 2024
7.5%
05
$VCSH
VANGUARD SCOTTSDALE FDS
Q1 2026: New position (4.6k shares)
7.1%
06
$IQLT
ISHARES TR
Held since at least Q1 2024
6.7%
07
$DRSK
ETF SER SOLUTIONS
Held since at least Q1 2024
4.3%
08
$IWF
ISHARES TR
Q1 2026: New position (765 shares)
4.2%
09
$DIVB
ISHARES TR
Held since at least Q1 2024
3.1%
10
$SCHD
SCHWAB STRATEGIC TR
Q1 2026: Sold 45.1% (26.4k → 14.5k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:20 UTC.