DEFINED WEALTH MANAGEMENT, LLC
Q2 2026 13F Holdings
- Locationbeaverton, OR
- Num holdings
115
- Value ($000)
$194,328
- Date Filed 07/28/2026
- Form type13F-HR
- CIK 0001849518
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $10.56M | 5 % | 15,371 | ||
FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | $9.02M | 5 % | 224,891 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $8.34M | 4 % | 96,817 | ||
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $6.93M | 4 % | 9,285 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $6.61M | 3 % | 8,827 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $6.46M | 3 % | 66,910 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $6.23M | 3 % | 28,586 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.47M | 3 % | 7,425 | ||
FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 | $5.18M | 3 % | 45,083 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $5.18M | 3 % | 24,328 |
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