Austin Asset Management Co Inc

CIK: 0001902024SEC EDGAR →

Portfolio Value

$608.7B

Holdings

76

As of

Q4 2025

New Positions

76

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

DIMENSIONAL ETF TRUST

4,033,193$159.7B
26.23%
2

NVIDIA CORPORATION

492,891$91.9B
15.10%
3

DIMENSIONAL ETF TRUST

949,391$70.4B
11.57%
4

DIMENSIONAL ETF TRUST

472,914$32.9B
5.41%
5

ISHARES TR

290,086$29.7B
4.88%
6

PATHWARD FINANCIAL INC

0$23.8B
3.91%
7

VANGUARD INDEX FDS

221,295$19.6B
3.22%
8

DIMENSIONAL ETF TRUST

331,156$15.4B
2.53%
9

DIMENSIONAL ETF TRUST

435,139$15.0B
2.46%
10

DIMENSIONAL ETF TRUST

430,083$14.7B
2.42%

Quarterly Changes

Top Buys

DFACNEW
$159.7B
NVDANEW
$91.9B
DFUSNEW
$70.4B
DFASNEW
$32.9B
STIPNEW
$29.7B

Top Sells

No sells this quarter

New Positions (76)

$159.7B · 4.0M shares
$91.9B · 493K shares
$70.4B · 949K shares
$32.9B · 473K shares
$29.7B · 290K shares
$23.8B · 0 shares
$19.6B · 221K shares
$15.4B · 331K shares
$15.0B · 435K shares
$14.7B · 430K shares
$14.4B · 185K shares
$14.2B · 373K shares
$13.9B · 176K shares
$10.6B · 212K shares
$9.9B · 97K shares
$9.3B · 157K shares
$6.2B · 23K shares
$4.8B · 98K shares
$4.8B · 7K shares
$3.6B · 3K shares
$3.2B · 39K shares
$2.7B · 85K shares
$2.6B · 80K shares
$2.4B · 72K shares
$2.0B · 3K shares
$2.0B · 16K shares
$1.6B · 48K shares
$1.4B · 3K shares
$1.4B · 6K shares
$1.1B · 24K shares
$1.1B · 3K shares
$1.0B · 21K shares
$973.0M · 33K shares
$945.0M · 13K shares
$852.0M · 4K shares
$847.0M · 90K shares
$777.0M · 7K shares
$769.0M · 14K shares
$757.0M · 1K shares
$721.0M · 2K shares
$694.0M · 6K shares
$693.0M · 9K shares
$682.0M · 4K shares
$667.0M · 7K shares
$655.0M · 1K shares
$650.0M · 17K shares
$636.0M · 1K shares
$565.0M · 29K shares
$517.0M · 23K shares
$505.0M · 2K shares
$484.0M · 1K shares
$478.0M · 6K shares
$449.0M · 1K shares
$445.0M · 7K shares
$420.0M · 4K shares
$417.0M · 3K shares
$407.0M · 8K shares
$375.0M · 5K shares
$360.0M · 3K shares
$339.0M · 5K shares
$338.0M · 11K shares
$325.0M · 946 shares
$307.0M · 955 shares
$300.0M · 1K shares
$294.0M · 7K shares
$291.0M · 3K shares
$278.0M · 3K shares
$258.0M · 3K shares
$252.0M · 503 shares
$251.0M · 3K shares
$248.0M · 1K shares
$238.0M · 4K shares
$229.0M · 2K shares
$225.0M · 674 shares
$221.0M · 382 shares
$202.0M · 415 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services50$491.7B80.8%
Technology6$102.3B16.8%
Healthcare3$4.2B0.7%
Communication Services5$3.1B0.5%
Industrials4$2.5B0.4%
Consumer Cyclical3$2.4B0.4%
Energy2$1.5B0.3%
Unknown2$530.0M0.1%
Consumer Defensive1$420.0M0.1%