DEFINED WEALTH MANAGEMENT, LLC Q2 2025 Filing

Filed July 9, 2025

Portfolio Value

$161.7B

Holdings

106

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (106 positions)

#StockSharesValue% PortfolioType
101
STXSEAGATE TECHNOLOGY HLDNGS PL
1,740$251.1M0.16%
102
CVSCVS HEALTH CORP
3,565$245.9M0.15%
103
ITOTISHARES TR
1,817$245.4M0.15%
104
JCIJOHNSON CTLS INTL PLC
2,314$244.4M0.15%
105
VBRVANGUARD INDEX FDS
1,187$231.6M0.14%
106
MUBISHARES TR
2,096$219.0M0.14%
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