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DEFINED WEALTH MANAGEMENT, LLC
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Q3 2025 Filing
DEFINED WEALTH MANAGEMENT, LLC
Q3 2025 Filing
Filed October 7, 2025
Portfolio Value
$172.2B
Holdings
106
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (106 positions)
#
Stock
Shares
Value
% Portfolio
Type
101
MCHP
MICROCHIP TECHNOLOGY INC.
3,880
$249.2M
0.14%
102
INTC
INTEL CORP
7,365
$247.1M
0.14%
103
VBR
VANGUARD INDEX FDS
1,124
$234.5M
0.14%
104
WEC
WEC ENERGY GROUP INC
1,905
$218.3M
0.13%
105
MUB
ISHARES TR
1,905
$202.8M
0.12%
106
PH
PARKER-HANNIFIN CORP
264
$200.2M
0.12%
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