Fund HoldingsDEFINED WEALTH MANAGEMENT, LLC

Total Portfolio Value
$170.74M
Total Bought
$8.93M
Total Sold
$6.10M
Net Transaction
+$2.83M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS
ST PORT MARK ETF
031,274+31,27401,4670.86%+1,467
ISHARES INC
CORE MSCI EMKT
85,41287,434+2,0225,7416,0993.57%+357
EXXON MOBIL CORP5,4995,554+556629420.55%+281
ISHARES TR01,959+1,95902710.16%+271
CHEVRON CORPORATION(CVX)4,5804,657+776989640.56%+265
ASTRAZENECA PLC(AZN)01,292+1,29202550.15%+255
XPO INC(XPO)01,292+1,29202510.15%+251
LINDE PLC(LIN)0500+50002480.15%+248
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
56,99256,846-1467559850.58%+229
ASML HLDG NV
N Y REGISTRY SHS
747763+167991,0080.59%+209
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
1,7401,74004796820.40%+202
ISHARES TR
CORE MSCI EAFE
114,707115,583+87610,26210,4646.13%+202
CONOCOPHILLIPS(COP)4,4324,467+354155900.35%+175
MOTOROLA SOLUTIONS INC(MSI)02,855+2,85501,2390.73%+1,239
JOHNSON & JOHNSON(JNJ)3,2233,287+646678030.47%+136
VANGUARD INDEX FDS28,92028,800-1205,5235,6513.31%+127
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
118,931119,302+3714,6254,7492.78%+124
DEERE & CO(DE)2,0361,896-1409481,0680.63%+120
WILLIAMS COS INC(WMB)8,9638,974+115396530.38%+114
AIR PRODUCTS AND CHEMICALS I1,9701,981+114875750.34%+89
HOWMET AEROSPACE INC(HWM)2,8142,828+145776520.38%+75
HONEYWELL INTL INC(HON)2,2212,236+154335050.30%+72
VANGUARD TAX-MANAGED FDS20,43620,997+5611,2771,3450.79%+69
NVIDIA CORPORATION(NVDA)4,9795,712+7339299960.58%+68
INTEL CORP(INTC)7,4277,576+1492743340.20%+60
L3HARRIS TECHNOLOGIES INC(LHX)1,0961,098+23223790.22%+57
TEXAS INSTRS INC(TXN)2,5042,521+174344890.29%+55
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,3261,355+294034580.27%+55
SPDR SERIES TRUST
ST STR SP600 SML
43,18842,805-3832,0242,0681.21%+45
WISDOMTREE TR(WT)9,42910,251+8224745160.30%+42
ISHARES TR8,4598,504+451,0171,0570.62%+41
SPDR SERIES TRUST
ST STR P500ETF
8,9139,845+9327157540.44%+39
RTX CORPORATION(RTX)3,5143,533+196446820.40%+37
MCKESSON CORP(MCK)748750+26146490.38%+35
VANGUARD INDEX FDS5,3355,386+511,3761,4110.83%+35
ISHARES TR57,75058,232+4825,9225,9543.49%+33
WEC ENERGY GROUP INC(WEC)2,9682,971+33133440.20%+31
JOHNSON CONTROLS INTERNATION
SHS
2,3422,343+12803070.18%+26
ILLINOIS TOOL WKS INC(ITW)1,2271,259+323023280.19%+25
PROCTER & GAMBLE CO(PG)1,4661,591+1252102300.13%+20
FIDELITY MERRIMACK STR TR24,81925,436+6171,1431,1600.68%+18
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
10,86711,204+3379109270.54%+17
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
20,27120,584+3131,1911,2050.71%+14
ISHARES TR6,6866,718+324414540.27%+12
VANGUARD INTL EQUITY INDEX F78,80578,542-2634,2374,2452.49%+9
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
104,432106,438+2,0062,6292,6361.54%+8
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
24,24924,533+2841,1721,1790.69%+7
TRAVELERS COMPANIES INC(TRV)2,0092,021+125835890.35%+7
VANGUARD INDEX FDS1,1241,123-12382440.14%+6
ISHARES TR
BROAD USD HIGH
30,95131,578+6271,1571,1630.68%+6
MICROCHIP TECHNOLOGY INC.(MCHP)3,8543,859+52462490.15%+4
PARKER-HANNIFIN CORP(PH)269268-12362400.14%+3
ISHARES TR
CORE MSCI INTL
39,81939,324-4953,2843,2861.92%+2
ISHARES TR2,0282,043+152172170.13%-0
US BANCORP(USB)5,8325,934+1023113090.18%-3
HALEON PLC(HLN)29,23729,271+342962930.17%-3
VERTEX PHARMACEUTICALS INC(VRTX)974979+54424370.26%-4
ISHARES TR36,57936,114-4653,5133,5082.05%-5
AMERICAN TOWER CORP(AMT)2,3142,311-34063990.23%-7
ALPHABET INC(GOOG)813855+422552450.14%-10
SHERWIN WILLIAMS CO(SHW)1,0541,034-203423310.19%-10
META PLATFORMS INC(META)1,1201,274+1547397290.43%-10
ISHARES TR1,8171,81702702590.15%-11
VANGUARD INDEX FDS8,2168,263+472,3852,3731.39%-12
ISHARES TR12,78112,977+1961,2311,2190.71%-12
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
24,55224,429-1234,7034,6882.75%-15
ISHARES TR
MSCI USA MIN ETF
33,96534,230+2653,1983,1741.86%-24
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
41,61141,828+2172,5442,5151.47%-29
ABBVIE INC(ABBV)1,9241,880-444404090.24%-31
CVS HEALTH CORP(CVS)3,6453,597-482892580.15%-31
MARSH & MCLENNAN COS INC(MRSH)3,1573,197+405865550.32%-31
TESLA INC(TSLA)835922+873763430.20%-33
SCHWAB CHARLES CORP(SCHW)6,8036,849+466806440.38%-36
AMAZON COM INC(AMZN)4,4844,793+3091,0359980.58%-37
MARTIN MARIETTA MATLS INC(MLM)975965-106075680.33%-39
BECTON DICKINSON & CO(BDX)1,2781,302+242482050.12%-43
BERKSHIRE HATHAWAY INC DEL2,2362,251+151,1241,0790.63%-45
NIKE INC(NKE)4,2604,171-892712200.13%-51
ISHARES TR4,9754,469-5064974440.26%-53
VANGUARD SPECIALIZED FUNDS9,9489,914-342,1862,1321.25%-54
CROWDSTRIKE HLDGS INC(CRWD)775790+153633080.18%-55
HOME DEPOT INC(HD)02,104+2,10406920.41%+692
COMCAST CORP NEW(CCZ)011,945+11,94503430.20%+343
METTLER TOLEDO INTERNATIONAL(MTD)469470+16545930.35%-61
ALPHABET INC(GOOG)3,1373,171+349829120.53%-70
PROGRESSIVE CORP(PGR)02,492+2,49204940.29%+494
SEMPRA(SRE)16,82414,375-2,4491,4851,3970.82%-89
AUTODESK INC1,4981,460-384433500.20%-94
TE CONNECTIVITY PLC(TEL)05,305+5,30501,1090.65%+1,109
BANK AMERICA CORP14,26913,981-2887856820.40%-103
VANECK ETF TRUST
MRNGSTR WDE MOAT
13,92413,733-1911,4421,3280.78%-114
VISA INC(V)1,7491,651-986134990.29%-114
FIDELITY COMWLTH TR21,29721,339+421,9471,8121.06%-135
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
046,045+46,04504,3132.53%+4,313
ORACLE CORP(ORCL)04,212+4,21206200.36%+620
ISHARES TR34,91534,789-1263,6663,4782.04%-188
UNITEDHEALTH GROUP INC(UNH)3,3833,413+301,1179240.54%-193
VANGUARD INDEX FDS3,8183,337-4811,2801,0700.63%-210
FIRST TR EXCHANGE-TRADED FD5,4585,361-971,4691,2550.73%-215
JPMORGAN CHASE & CO(JPM)07,634+7,63402,2461.32%+2,246
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