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Manager record

Austin Private Wealth, LLC

CIK 1800328 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.35BReported 13F valueQ4 2025 · as filed
298Holdings listed
+2.1%vs prior quartervalue change includes market moves
3Quarters on record
Jan 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q4 2025Q2 2025: $1.3B$1.3BQ2 2025307 holdingsQ3 2025: $1.3B$1.3BQ3 2025314 holdingsQ4 2025: $1.3B$1.3BQ4 2025298 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jan 20 2026 13F-HR · period Q4 2025

$1.35B · 298 holdings listed · View original SEC filing ↗
Oct 17 2025 13F-HR · period Q3 2025

$1.32B · 314 holdings listed · View original SEC filing ↗
Aug 01 2025 13F-HR · period Q2 2025

$1.27B · 307 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q4 2025 · latest filing Jan 20, 2026 · Change methodology