Fund Universe

Austin Asset Management Co Inc

CIK 0001902024 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.851
AUM ($M)
718
Positions
94
Turnover
0.05
Top-10 wt
77%
Herfindahl
0.114
History (qtrs)
6
Excess Return
-3.5%

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 98 positions · portfolio value $718M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
DFAC funds › DIMENSIONAL ETF TRUST TRIM 24.8% -1.0% 177.8 4,009,061 -33,761 5
NVDA funds › NVIDIA CORPORATION ADD 17.2% +3.0% 123.4 616,565 +122,577 5
DFUS funds › DIMENSIONAL ETF TRUST ADD 10.7% -0.2% 77.1 941,091 +3,895 5
DFAS funds › DIMENSIONAL ETF TRUST TRIM 5.1% -0.3% 36.9 447,771 -14,920 5
STIP funds › ISHARES TR ADD 5.1% -0.2% 36.5 356,912 +46,362 5
BIV funds › VANGUARD BD INDEX FDS ADD 3.8% -0.1% 27.4 356,896 +50,337 5
VNQ funds › VANGUARD INDEX FDS ADD 3.3% -0.2% 23.4 242,559 +5,931 5
DFUV funds › DIMENSIONAL ETF TRUST TRIM 2.5% -0.1% 17.8 323,879 -2,759 5
DFLV funds › DIMENSIONAL ETF TRUST TRIM 2.4% -0.2% 17.1 432,061 -127 5
CASH funds › PATHWARD FINANCIAL INC HOLD 2.3% -0.2% 16.6 0 +0 5
DUHP funds › DIMENSIONAL ETF TRUST ADD 2.3% -0.0% 16.5 396,161 +10,304 5
DFIC funds › DIMENSIONAL ETF TRUST TRIM 2.3% -0.3% 16.2 434,237 -284 5
AVUV funds › AMERICAN CENTY ETF TR HOLD ETP 1.7% -0.1% 12.0 96,183 +0 5
DFIV funds › DIMENSIONAL ETF TRUST TRIM 1.5% -0.2% 11.0 203,381 -893 5
DFAT funds › DIMENSIONAL ETF TRUST TRIM 1.4% -0.1% 10.2 146,543 -3,273 5
BSV funds › VANGUARD BD INDEX FDS TRIM 1.1% -0.3% 8.2 104,749 -6,750 5
DELL funds › DELL TECHNOLOGIES INC ADD 1.1% +0.6% 7.9 18,219 +447 3 +537.5%
AAPL funds › APPLE INC ADD 1.0% -0.0% 7.2 24,868 +157 5
UPS funds › UNITED PARCEL SVCS INC TRIM 0.8% -0.2% 6.0 55,919 -6,000 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.7% -0.0% 5.4 7,203 -76 5
VTIP funds › VANGUARD MALVERN FDS ADD 0.6% -0.1% 4.3 85,089 +3,226 5
LLY funds › ELI LILLY & CO HOLD 0.5% +0.1% 3.8 3,150 +0 5
AVDE funds › AMERICAN CENTY ETF TR TRIM ETP 0.4% -0.1% 3.1 34,439 -2,276 5
DFEM funds › DIMENSIONAL ETF TRUST TRIM 0.4% -0.0% 3.0 74,237 -4,395 5
DIHP funds › DIMENSIONAL ETF TRUST TRIM 0.4% -0.0% 3.0 87,181 -127 5
DFIS funds › DIMENSIONAL ETF TRUST ADD 0.4% -0.0% 2.6 73,769 +2,619 5
AMZN funds › AMAZON COM INC ADD Common Stock 0.4% +0.2% 2.5 10,691 +4,922 5
IVV funds › ISHARES TR ADD 0.4% +0.0% 2.5 3,387 +399 5
GOOG funds › ALPHABET INC ADD Common Stock 0.3% +0.2% 2.1 5,978 +3,043 5
DFSV funds › DIMENSIONAL ETF TRUST TRIM 0.3% -0.0% 1.8 46,733 -780 5
GOOGL funds › ALPHABET INC ADD Common Stock 0.2% +0.0% 1.5 4,317 +192 5
GBX funds › GREENBRIER COS INC HOLD 0.2% -0.0% 1.3 27,196 +0 5
PRF funds › INVESCO EXCHANGE TRADED FD T HOLD 0.2% -0.0% 1.3 24,266 +0 5
DFAW funds › DIMENSIONAL ETF TRUST ADD 0.2% +0.0% 1.2 15,000 +2,594 5
MSFT funds › MICROSOFT CORP TRIM 0.2% -0.0% 1.2 3,253 -125 5
FFIN funds › FIRST FINL BANKSHARES INC HOLD 0.2% -0.0% 1.1 32,598 +0 5
CP funds › CANADIAN PACIFIC KANSAS CITY HOLD 0.2% -0.0% 1.1 12,843 +0 5
RSP funds › INVESCO EXCHANGE TRADED FD T HOLD 0.1% -0.0% 0.9 4,371 +0 5
VTI funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.9 2,312 +775 3 +1.5%
AMD funds › ADVANCED MICRO DEVICES INC TRIM Common Stock 0.1% +0.0% 0.8 1,462 -1,300 2 +541.8%
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 0.1% -0.0% 0.8 14,115 -204 5
AESI funds › ATLAS ENERGY SOLUTIONS INC TRIM 0.1% -0.1% 0.8 50,000 -40,000 5
VTV funds › VANGUARD INDEX FDS HOLD 0.1% -0.0% 0.8 3,523 +0 5
EFA funds › ISHARES TR ADD 0.1% -0.0% 0.8 7,352 +341 5
AVGO funds › BROADCOM INC ADD 0.1% +0.1% 0.7 1,960 +1,302 2 +10.4%
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.1% +0.0% 0.7 1,521 +41 5
DISV funds › DIMENSIONAL ETF TRUST ADD 0.1% -0.0% 0.7 17,283 +1,166 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.1% +0.0% 0.7 1,346 +700 5
META funds › META PLATFORMS INC HOLD 0.1% -0.0% 0.7 1,172 +0 5
BCI funds › ABRDN ETFS HOLD ETP 0.1% -0.0% 0.6 29,020 +0 5
TSLA funds › TESLA INC HOLD 0.1% -0.0% 0.6 1,452 +0 5
AVEM funds › AMERICAN CENTY ETF TR ADD ETP 0.1% +0.0% 0.6 6,210 +1,672 5
IWD funds › ISHARES TR HOLD 0.1% -0.0% 0.6 2,361 +0 5
TFC funds › TRUIST FINL CORP HOLD 0.1% -0.0% 0.6 11,309 +0 2 -23.6%
DFAR funds › DIMENSIONAL ETF TRUST HOLD 0.1% -0.0% 0.5 21,000 +0 5
V funds › VISA INC ADD 0.1% +0.0% 0.5 1,546 +164 5
AVSU funds › AMERICAN CENTY ETF TR HOLD ETP 0.1% +0.0% 0.5 5,910 +0 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.1% -0.0% 0.5 7,243 +110 5
IWF funds › ISHARES TR ADD 0.1% -0.0% 0.5 3,827 +2,854 5
WMT funds › WALMART INC ADD 0.1% -0.0% 0.5 4,089 +300 5
HXL funds › HEXCEL CORP NEW HOLD 0.1% +0.0% 0.5 4,600 +0 5
NUTX funds › NUTEX HEALTH INC HOLD 0.1% +0.0% 0.4 2,523 +0 5 -19.5%
AVUS funds › AMERICAN CENTY ETF TR HOLD ETP 0.1% -0.0% 0.4 3,299 +0 5
CAT funds › CATERPILLAR INC TRIM 0.1% -0.0% 0.4 387 -227 2 -4.4%
SCHV funds › SCHWAB STRATEGIC TR HOLD 0.1% -0.0% 0.4 11,439 +0 5
AMAT funds › APPLIED MATLS INC NEW 0.1% +0.1% 0.4 547 +547 1 +110.2%
IEMG funds › ISHARES INC ADD 0.1% +0.0% 0.4 4,331 +784 3 +9.5%
DFSD funds › DIMENSIONAL ETF TRUST TRIM 0.0% -0.0% 0.4 7,510 -980 5
HD funds › HOME DEPOT INC TRIM 0.0% -0.0% 0.3 936 -23 5
COST funds › COSTCO WHOLESALE CORPORATION HOLD 0.0% -0.0% 0.3 344 +0 2 -41.0%
DFSU funds › DIMENSIONAL ETF TRUST HOLD 0.0% -0.0% 0.3 6,785 +0 5
ADP funds › AUTOMATIC DATA PROCESSING IN NEW 0.0% +0.0% 0.3 1,375 +1,375 1 +114.8%
RKLB funds › ROCKET LAB CORP NEW 0.0% +0.0% 0.3 3,000 +3,000 1 -111.2%
JPM funds › JPMORGAN CHASE & CO TRIM 0.0% -0.0% 0.3 931 -22 5
TIP funds › ISHARES TR HOLD 0.0% -0.0% 0.3 2,762 +0 5
IEFA funds › ISHARES TR HOLD 0.0% -0.0% 0.3 3,117 +0 5
IBM funds › INTERNATIONAL BUSINESS MACHS HOLD 0.0% -0.0% 0.3 1,030 +0 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.0% -0.0% 0.3 1,111 -30 3 +22.2%
IWM funds › ISHARES TR ADD 0.0% +0.0% 0.3 937 +1 2 +5.2%
SCHF funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.3 9,699 +9,699 1 +6.5%
VUG funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.3 3,075 +3,075 1 -12.6% re-entry
HACK funds › AMPLIFY ETF TR NEW ETP 0.0% +0.0% 0.2 2,366 +2,366 1 +168.3% re-entry
AMGN funds › AMGEN INC ADD Common Stock 0.0% -0.0% 0.2 677 +51 2 -5.3%
SOXX funds › ISHARES TR NEW 0.0% +0.0% 0.2 382 +382 1 +30.3%
AFL funds › AFLAC INC HOLD Common Stock 0.0% -0.0% 0.2 2,078 +0 5
QQQ funds › INVESCO QQQ TR NEW 0.0% +0.0% 0.2 327 +327 1 -8.1%
AVSD funds › AMERICAN CENTY ETF TR HOLD ETP 0.0% -0.0% 0.2 2,880 +0 5
IVW funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,670 +1,670 1 -3.5%
NFLX funds › NETFLIX INC. TRIM 0.0% -0.0% 0.2 3,110 -240 5
GLW funds › CORNING INC NEW 0.0% +0.0% 0.2 850 +850 1 -49.9%
DGCB funds › DIMENSIONAL ETF TRUST HOLD 0.0% -0.0% 0.2 3,940 +0 2 -32.9%
HUM funds › HUMANA INC NEW 0.0% +0.0% 0.2 522 +522 1 +149.3%
VGT funds › VANGUARD WORLD FD NEW 0.0% +0.0% 0.2 1,728 +1,728 1 +21.1%
BIL funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.2 2,188 +2,188 1 -20.5%
CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT 0.0% -0.3% 0.0 0 -9,774 0
SHEL funds › SHELL PLC EXIT 0.0% -0.0% 0.0 0 -2,598 0 +35.6%
F funds › FORD MTR CO EXIT 0.0% -0.1% 0.0 0 -31,199 0 -63.4%
LAC funds › LITHIUM AMERS CORP NEW EXIT 0.0% -0.0% 0.0 0 -18,000 0 -15.8%

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 718 94 0.05 77% 0.114 0.849 in
2026Q1 608 85 0.05 77% 0.112 0.836 in
2025Q4 609 76 0.08 78% 0.118 0.773 in
2025Q3 548 74 0.02 76% 0.120 0.835 in
2025Q2 513 74 0.05 76% 0.122 0.817 entered
2025Q1 480 81 0.00 75% 0.112 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status