DEFINED WEALTH MANAGEMENT, LLC
•CIK: 1849518•Filing: Q4 2025
**DEFINED WEALTH MANAGEMENT, LLC** manages $173M across a diversified portfolio of 109 holdings. The strategy exhibits a strong tilt toward U.S. equity exposure, evidenced by top positions in IEFA ($10.3M), VOO ($9.5M), and VUG ($7.8M). Significant allocations are also maintained in core indices such as SPY ($6.4M) and IVV ($6.1M). This structure suggests a systematic, large-cap growth orientation within the current market environment.
Total AUM
$173.5M
QoQ Performance
+0.7%
Positions
87
Top 10 Concentration
38.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IEFA
VOO
IEFA5.9%
VOO5.5%
VUG4.5%
SPY3.7%
IVV3.5%
IUSV3.4%
IEMG3.3%
VTV3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.9%
ETF12.7%
Technology7.9%
Financial3.4%
Healthcare1.4%
Consumer1.4%
Industrial1.3%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑43 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022