Holdings
Defined Wealth Management, LLC
As of Jun 30, 2026, Defined Wealth Management, LLC reported 59 positions worth US$50.2M. Largest: Broadcom Inc., Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Broadcom Inc. | 12,250 | US$4.63M | +55 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 9,957 | US$3.56M | +5,933 | Jun 30, 2026 |
| Apple Inc | 11,897 | US$3.44M | +188 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 7,705 | US$2.52M | +71 | Jun 30, 2026 |
| Microsoft Corp. | 4,139 | US$1.54M | −70 | Jun 30, 2026 |
| Asml Holding Nv | 766 | US$1.52M | +3 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 3,435 | US$1.43M | +22 | Jun 30, 2026 |
| Nvidia Corporation | 6,120 | US$1.22M | +408 | Jun 30, 2026 |
| Dba Sempra | 13,188 | US$1.22M | −1,187 | Jun 30, 2026 |
| Amazon.com, Inc. | 5,116 | US$1.22M | +323 | Jun 30, 2026 |