Defined Wealth Management, LLC has released its latest 13F-HR report, revealing its investment holdings as of September 30, 2026. The firm reported a total value of approximately $194.9 million across 115 positions. This filing is significant as it provides insights into the company's investment strategy and portfolio management.
Defined Wealth Management, based in Beaverton, Oregon, is categorized as an investment advisor. The firm has been active in filing various forms with the SEC, including multiple 13F reports throughout the year. This latest filing reflects the firm's ongoing strategy in managing its investment portfolio, which may influence trends in the wealth management sector.
The filing indicates that Defined Wealth Management has continued to diversify its holdings, with significant investments in prominent funds and companies. Notable positions include investments in Vanguard Index Funds, Fidelity Covington Trust, and various iShares ETFs. The firm reported a total of 115 positions, showcasing a well-rounded approach to asset management.
This update may affect clients and investors interested in wealth management services, as it highlights the firm's investment approach and market positioning. The filing also serves as a benchmark for other firms in the industry, particularly those managing similar assets.
Looking ahead, the firm is expected to continue its reporting activities, with further filings anticipated in the coming months. The filing does not specify what happens next, but it sets the stage for ongoing scrutiny of Defined Wealth Management's investment strategies.