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Defined Wealth Management, LLCETFConcentrated trader

CIK: 0001849518 | BEAVERTON, OR

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR115$194.9M2026-10-19SEC ↗
Q2 2026
13F-HR115$194.3M2026-07-28SEC ↗
Q1 2026
13F-HR109$170.7M2026-04-17SEC ↗
Q4 2025
13F-HR109$173.5M2026-01-15SEC ↗
Q3 2025
13F-HR106$172.2M2025-10-07SEC ↗
Q2 2025
13F-HR106$161.7M2025-07-09SEC ↗
Q1 2025
13F-HR108$148.8M2025-04-16SEC ↗
Q4 2024
13F-HR106$151.0M2025-01-15SEC ↗
Q3 2024
13F-HR109$154.0M2024-10-31SEC ↗
Q2 2024
13F-HR107$143.8M2024-08-05SEC ↗
Q1 2024
13F-HR103$139.2M2024-04-15SEC ↗
Q4 2023
13F-HR98$130.6M2024-01-09SEC ↗
Q3 2023
13F-HR99$117.2M2023-10-24SEC ↗
Q2 2023
13F-HR98$118.5M2023-07-28SEC ↗
Q1 2023
13F-HR99$107.1M2023-04-21SEC ↗
Q4 2022
13F-HR103$106.4M2023-01-23SEC ↗
Q3 2022
13F-HR91$1.9M2022-10-13SEC ↗
Q2 2022
13F-HR89$2.0M2022-07-25SEC ↗
Q1 2022
13F-HR93$2.3M2022-04-18SEC ↗
Q4 2021
13F-HR95$1.9M2022-01-19SEC ↗
Q3 2021
13F-HR91$2.0M2021-10-21SEC ↗
Q2 2021
13F-HR94$2.0M2021-07-20SEC ↗
Q1 2021
13F-HR95$1.8M2021-05-18SEC ↗
Q4 2020
13F-HR216$2.2M2021-03-09SEC ↗