DEFINED WEALTH MANAGEMENT, LLC
Q2 2025 13F Holdings
- Locationbeaverton, OR
- Num holdings
106
- Value ($000)
$161,656
- Date Filed07/09/2025
- Form type13F-HR
- CIK0001849518
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $9.62M | 6 % | 115,263 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $8.76M | 5 % | 15,419 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $7.17M | 4 % | 16,360 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.93M | 4 % | 9,590 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.52M | 3 % | 8,891 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $5.51M | 3 % | 58,194 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $5.26M | 3 % | 29,767 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $5.12M | 3 % | 85,230 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $4.51M | 3 % | 24,803 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.27M | 3 % | 7,746 |
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