Notify me when DEFINED WEALTH MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 109 | $173,485,009 | +$1,840,582 | -$2,689,301 | -$848,719 | IEFA, VOO, VUG, SPY, IVV | 13F-HR | 14 Jan 2026, 18:08 |
| Q3 2025 | 106 | $172,228,475 | +$2,296,825 | -$2,824,662 | -$527,837 | IEFA, VOO, VUG, SPY, IVV | 13F-HR | 07 Oct 2025, 15:38 |
| Q2 2025 | 106 | $161,655,777 | +$3,450,302 | -$3,255,993 | +$194,309 | IEFA, VOO, VUG, SPY, IVV | 13F-HR | 09 Jul 2025, 16:59 |
| Q1 2025 | 108 | $148,752,784 | +$5,011,702 | -$4,271,667 | +$740,035 | IEFA, VOO, VUG, IUSV, SPY | 13F-HR | 16 Apr 2025, 15:15 |
| Q4 2024 | 106 | $150,950,860 | +$811,979 | -$1,732,381 | -$920,402 | VOO, VUG, IEFA, SPY, IUSV | 13F-HR | 15 Jan 2025, 10:51 |
| Q3 2024 | 109 | $153,967,043 | +$5,578,505 | -$1,926,330 | +$3,652,175 | VOO, VUG, IEFA, IUSV, SPY | 13F-HR | 31 Oct 2024, 16:04 |
| Q2 2024 | 107 | $143,771,995 | +$7,275,730 | -$4,753,993 | +$2,521,737 | VOO, VUG, IEFA, SPY, IUSV | 13F-HR | 05 Aug 2024, 12:04 |
| Q1 2024 | 103 | $139,209,762 | +$2,979,826 | -$2,548,818 | +$431,008 | VOO, IEFA, VUG, IUSV, SPY | 13F-HR | 15 Apr 2024, 16:49 |
| Q4 2023 | 98 | $130,599,468 | +$5,018,324 | -$3,797,331 | +$1,220,993 | VOO, IEFA, VUG, IUSV, SPY | 13F-HR | 09 Jan 2024, 12:24 |
| Q3 2023 | 99 | $117,244,130 | +$5,377,909 | -$1,263,412 | +$4,114,497 | IEFA, VOO, VUG, VTV, SPY | 13F-HR | 24 Oct 2023, 16:34 |
| Q2 2023 | 98 | $118,528,786 | +$10,913,360 | -$4,737,597 | +$6,175,763 | IEFA, VOO, VUG, SPY, VTV | 13F-HR | 28 Jul 2023, 11:44 |
| Q1 2023 | 99 | $107,101,990 | +$23,883,166 | -$27,835,489 | -$3,952,323 | IEFA, VOO, VTV, SPY, IUSV | 13F-HR | 21 Apr 2023, 15:21 |
| Q4 2022 | 103 | $106,445,350 | +$16,282,315 | -$10,168,989 | +$6,113,326 | IVV, VIG, IEFA, QQQ, VTV | 13F-HR | 23 Jan 2023, 14:33 |
| Q3 2022 | 91 | $91,796,000 | +$5,346,415 | -$5,204,534 | +$141,881 | IVV, VIG, QQQ, SPY, RSP | 13F-HR | 13 Oct 2022, 13:18 |
| Q2 2022 | 89 | $97,564,000 | +$6,393,568 | -$6,672,932 | -$279,364 | IVV, VIG, IEFA, QQQ, SPY | 13F-HR | 25 Jul 2022, 14:26 |
| Q1 2022 | 93 | $113,739,000 | +$10,887,011 | -$13,184,311 | -$2,297,300 | IVV, QQQ, VIG, SPY, RSP | 13F-HR | 18 Apr 2022, 17:22 |
| Q4 2021 | 95 | $122,313,000 | +$6,548,543 | -$5,755,385 | +$793,158 | IVV, QQQ, VIG, SPY, RSP | 13F-HR | 18 Jan 2022, 21:13 |
| Q3 2021 | 91 | $112,797,000 | +$7,416,011 | -$4,019,507 | +$3,396,504 | IVV, QQQ, VIG, SPY, RSP | 13F-HR | 21 Oct 2021, 13:38 |
| Q2 2021 | 94 | $112,505,000 | +$3,008,317 | -$3,027,733 | -$19,416 | IVV, QQQ, VIG, SPY, IEFA | 13F-HR | 20 Jul 2021, 14:09 |
| Q1 2021 | 95 | $105,494,000 | +$11,626,659 | -$12,897,306 | -$1,270,647 | IVV, QQQ, VIG, SPY, RSP | 13F-HR | 18 May 2021, 11:52 |
| Q4 2020 | 214 | $101,332,000 | $0 | $0 | $0 | IVV, QQQ, SPY, VIG, USMV | 13F-HR | 09 Mar 2021, 16:40 |