DEFINED WEALTH MANAGEMENT, LLC: summary

DEFINED WEALTH MANAGEMENT, LLC reported 115 positions with a reported value of $194.88M in its 13F for Q3 2026. Compared with Q2 2026: 6 new positions, 6 exited.

Top positions

• VANGUARD S&P 500 ETF
• Fidelity Enhanced International ETF
• VANGUARD MORNINGSTAR GROWTH ETF
• STATE STREET SPDR S&P 500 ETF
• ISHARES CORE S&P 500 ETF
• AMERICAN CENTY ETF TR
• VANGUARD MORNINGSTAR VALUE ETF
• INVSC QQQ TRUST SRS 1 ETF
• ISHARES TR
• FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND