DEFINED WEALTH MANAGEMENT, LLC
DEFINED WEALTH MANAGEMENT, LLC reported 115 positions worth $194.3M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VOO (5.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $10.6M | 5.43% | 15,371 | — | — | |
| ▸ 2 | FENI | SH | $9.0M | 4.64% | 224,891 | — | — | |
| ▸ 3 | VUG | SH | $8.3M | 4.29% | 96,817 | — | — | |
| ▸ 4 | SPY | SH | $6.9M | 3.57% | 9,285 | — | — | |
| ▸ 5 | IVV | SH | $6.6M | 3.40% | 8,827 | — | — | |
| ▸ 6 | AVEM | SH | $6.5M | 3.32% | 66,910 | — | — | |
| ▸ 7 | VTV | SH | $6.2M | 3.21% | 28,586 | — | — | |
| ▸ 8 | QQQ | SH | $5.5M | 2.81% | 7,425 | — | — | |
| ▸ 9 | TDIV | SH | $5.2M | 2.67% | 45,083 | — | — | |
| ▸ 10 | RSP | SH | $5.2M | 2.66% | 24,328 | — | — |
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Frequently Asked Questions
What stocks does DEFINED WEALTH MANAGEMENT, LLC hold as of Q2 2026?
DEFINED WEALTH MANAGEMENT, LLC reported 115 positions worth $194.3M in its Q2 2026 13F filing. Largest positions: VOO (5.4%), FENI (4.6%), VUG (4.3%), SPY (3.6%) and IVV (3.4%).
What did DEFINED WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did DEFINED WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.