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Debra B Lynch

Awm Capital, Llc

Assets Managed
$1.105B
Holdings
113
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
0.29%(2Q avg: 0.22%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Awm Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 113 positions.

Assets under management

The assets under management (AUM) of Awm Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.105B in assets, with a quarterly growth rate of 0.29% and a 2-quarter average growth rate of 0.22%. The portfolio is managed by Debra B Lynch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 2.06%
17.07%
$188.529M
4.852M shares@ $38.87 avg price
DFSU
Dimensional Us Sus Core1 Etf
Recent Activity
Increased 7.77%
12.21%
$134.814M
3.281M shares@ $41.1 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -0.22%
11.31%
$124.89M
3.515M shares@ $35.54 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -31.7%
6.05%
$66.735M
662,969 shares@ $100.67 avg price
TBLL
Invesco Short Term Treasury
Recent Activity
Decreased -28.09%
5.76%
$63.592M
602,486 shares@ $105.56 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 0.06%
5.66%
$62.441M
1.807M shares@ $34.56 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -0.85%
4.29%
$47.292M
425,360 shares@ $111.19 avg price
DFSI
Dimensional Int Sus Cor1 Etf
Recent Activity
Increased 7.62%
3.58%
$39.483M
931,193 shares@ $42.41 avg price
DFNM
Dimensional National Muni Bd
Recent Activity
Increased 2.55%
3.12%
$34.436M
718,457 shares@ $47.94 avg price
DFSE
Dimensional Em Sus Core1 Etf
Recent Activity
Increased 6.12%
2.92%
$32.23M
760,676 shares@ $42.37 avg price

1-10 of 113