DEFINED WEALTH MANAGEMENT, LLC

CIK: 0001849518SEC EDGAR →

Portfolio Value

$173.5M

Holdings

109

As of

Q4 2025

New Positions

4

Closed Positions

4

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

114,707$10.3M
5.91%
2

VANGUARD INDEX FDS

15,223$9.5M
5.50%
3

VANGUARD INDEX FDS

15,961$7.8M
4.49%
4

SPDR S&P 500 ETF TR

9,394$6.4M
3.69%
5

ISHARES TR

8,864$6.1M
3.50%
6

ISHARES TR

57,750$5.9M
3.41%
7

ISHARES INC

85,412$5.7M
3.31%
8

VANGUARD INDEX FDS

28,920$5.5M
3.18%
9

INVESCO EXCHANGE TRADED FD T

24,552$4.7M
2.71%
10

INVESCO QQQ TR

7,567$4.6M
2.68%

Quarterly Changes

Top Buys

ORCL↑ Increased
$347K
AAPL↑ Increased
$280K
GOOGNEW
$255K
BDXNEW
$248K
AZNNEW
$235K

Top Sells

TEL↓ Decreased
$299K
PGR↓ Decreased
$294K
CMCSA↓ Decreased
$293K
EIXCLOSED
$279K
MSI↓ Decreased
$215K

New Positions (4)

$255K · 813 shares
$248K · 1K shares
$235K · 3K shares
$210K · 1K shares

Closed Positions (1)

$279K · 5K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services51$120.0M69.2%
Technology15$16.8M9.7%
Unknown3$16.0M9.2%
Healthcare11$5.3M3.0%
Industrials10$4.4M2.5%
Consumer Cyclical4$2.4M1.4%
Communication Services4$2.4M1.4%
Energy4$2.3M1.3%
Utilities2$1.8M1.0%
Basic Materials3$1.4M0.8%
Real Estate1$406K0.2%
Consumer Defensive1$210K0.1%