Austin Private Wealth, LLC
Austin Private Wealth, LLC is an independent, SEC-registered investment advisory firm headquartered in Austin, Texas. It serves individuals (including high net worth), pension plans, and families, with a focus on fee-only, fiduciary advisory and financial planning. The firm employs 27 professionals (as of 2025), most of whom are investment professionals. Founded in 2019, Austin Private Wealth is committed to providing personalized and comprehensive wealth management tailored to clients' unique needs.
Investment Strategy
Austin Private Wealth offers independent, fee-only fiduciary advice, focusing on personalized financial planning and investment management for individuals and families. Their approach combines financial planning with rigorous investment discipline, aiming to help clients achieve their long-term goals by constructing diversified portfolios using both public equities and other asset classes. The firm prioritizes transparency, acting in the client’s best interest, and integrating the Certified Financial Planner (CFP) standards in every engagement.
Top Holdings
Equity Positions (275)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 6.61% | $87.2M | 1,112,666 | $48.79 | $78.34 | +$4.8M |
D DYNF | BLACKROCK ETF TRUST | 5.46% | $72.0M | 1,216,010 | $47.14 | $59.20 | +$12.3M |
Q QUAL | ISHARES TR | 4.73% | $62.4M | 320,864 | $149.63 | $194.50 | -$12.6M |
I IVW | ISHARES TR | 4.38% | $57.8M | 478,631 | $86.15 | $120.72 | -$813.0K |
X XLG | INVESCO EXCHANGE TRADED FD T | 4.21% | $55.5M | 965,569 | $52.47 | $57.52 | +$28.0M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | Bought | Put | $7.8M | 130 | $600.37 | $581.63 | +80 | +$5.0M |
S SPY | SPDR S&P 500 ETF TR | New | Put | $2.7M | 40 | $666.18 | $666.18 | +40 | +$2.7M |
N NVDA | NVIDIA CORPORATION | Bought | Call | $932.9K | 50 | $186.58 | $167.61 | +34 | +$680.1K |
O ORCL | ORACLE CORP | Bought | Call | $787.5K | 28 | $281.24 | $217.10 | +11 | +$415.8K |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | Bought | Call | $698.2K | 25 | $279.29 | $218.98 | +11 | +$381.1K |