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Defined Wealth Management, LLC
Defined Wealth Management, LLC is a modern, full-service independent wealth management and fiduciary firm headquartered in Medford, Oregon. The firm, regulated as an SEC Registered Investment Adviser, serves individuals and families with a comprehensive approach to wealth management, retirement planning, and financial guidance. Founded by experienced advisors, the firm combines decades of expertise to help clients discover, plan, and achieve financial independence through tailored strategies and ongoing support.
Investment Strategy
Defined Wealth Management employs a holistic and independent approach to wealth management, focusing on long-term financial planning and client-centric investment solutions. Their investment philosophy prioritizes disciplined planning, strategic asset allocation, and portfolio diversification to help clients reach financial independence. They emphasize planning over 'timing the market' and aim to guide clients through both periods of volatility and growth, highlighting that 'time in the market' is crucial to long-term success. The firm integrates experience, knowledge, and fiduciary responsibilities to deliver personalized strategies aligned with each client's unique financial ecosystem and goals.
Latest 13F Filing Activity
Defined Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 106 equity positions with a total 13F market value of $172M. The fund increased holdings in Broadcom Inc., Vanguard Index FDS, Vanguard Index FDS among other positions. Defined Wealth Management, LLC reduced exposure to Elevance Health Inc., Merck & Co. Inc., Amgen Inc. among others.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES TR | 5.84% | $10.1M | 115,298 | $68.06 | $87.31 | +$444.5K |
V VOO | VANGUARD INDEX FDS | 5.47% | $9.4M | 15,395 | $394.44 | $612.38 | +$669.1K |
V VUG | VANGUARD INDEX FDS | 4.53% | $7.8M | 16,272 | $270.48 | $479.61 | +$632.2K |
S SPY | SPDR S&P 500 ETF TR | 3.67% | $6.3M | 9,481 | $381.49 | $666.18 | +$391.2K |
I IVV | ISHARES TR | 3.44% | $5.9M | 8,864 | $385.41 | $669.30 | +$412.3K |
Industry Allocation
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