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Derek Ripp

@Austin Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$455.51MTotal holdings118
Assets growth rate6.78%Assets growth rate (2-Q avg)6.2%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Austin Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Austin Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 455.51M in assets, with a quarterly growth rate of 6.78% and a 2-quarter average growth rate of 6.2%. The portfolio is managed by Derek Ripp, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AVGVAmerican Centy Etf Tr
Recent Activity
New Position
0.07%
$277,339
4,457 shares@ $62.23 avg price
DFSUDimensional Etf Trust
Recent Activity
New Position
0.07%
$276,552
7,515 shares@ $36.8 avg price
MCDMcdonalds Corp
Recent Activity
New Position
0.06%
$232,443
766 shares@ $303.46 avg price
LINLinde Plc
Recent Activity
New Position
0.05%
$213,736
455 shares@ $469.75 avg price
PXFInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.05%
$200,894
3,929 shares@ $51.14 avg price