Silicon Hills Wealth Management 13F annual report

Silicon Hills Wealth Management is an investment fund managing more than $171 billion ran by Tom Brown. There are currently 54 companies in Mr. Brown’s portfolio. The largest investments include Dimensional Etf Trust and American Centy Etf Tr, together worth $105 billion.

Limited to 30 biggest holdings

$171 billion Assets Under Management (AUM)

As of 7th August 2023, Silicon Hills Wealth Management’s top holding is 1,240,434 shares of Dimensional Etf Trust currently worth over $46.7 billion and making up 27.3% of the portfolio value. In addition, the fund holds 907,090 shares of American Centy Etf Tr worth $57.8 billion. The third-largest holding is EA Series Trust worth $15.7 billion and the next is Apple Inc worth $7.06 billion, with 36,393 shares owned.

Currently, Silicon Hills Wealth Management's portfolio is worth at least $171 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Silicon Hills Wealth Management

The Silicon Hills Wealth Management office and employees reside in Austin, Texas. According to the last 13-F report filed with the SEC, Tom Brown serves as the Chief Compliance Officer at Silicon Hills Wealth Management.

Recent trades

In the most recent 13F filing, Silicon Hills Wealth Management revealed that it had increased its stake in American Centy Etf Tr and bought 39,327 additional shares worth around .

On the other hand, there are companies that Silicon Hills Wealth Management is getting rid of from its portfolio. Silicon Hills Wealth Management closed its position in SoFi Technologies on 14th August 2023. It sold the previously owned 19,792 shares for $120 million. Tom Brown also disclosed a decreased stake in Dimensional Etf Trust by approximately 0.1%. This leaves the value of the investment at $46.7 billion and 1,240,434 shares.

One of the smaller hedge funds

The two most similar investment funds to Silicon Hills Wealth Management are Bancfirst Trust & Investment Management and Access Financial Services, Inc. They manage $171 billion and $172 billion respectively.


Tom Brown investment strategy

Silicon Hills Wealth Management’s portfolio is diversified across 10 sectors. Currently, their heaviest sector is Miscellaneous — making up 9.2% of the total portfolio value. The fund focuses on investments in the United States as 59.3% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 54% of the total holdings value. On the other hand, small-cap stocks make up only 3.7% of the portfolio. The average market cap of the portfolio companies is close to $344 billion.

The complete list of Silicon Hills Wealth Management trades based on 13F SEC filings

These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Dimensional Etf Trust
0.42%
1,240,434
$46,740,516,000 27.26%
American Centy Etf Tr
4.53%
907,090
$57,791,174,000 33.70%
EA Series Trust
2.26%
405,571
$15,738,547,000 9.18%
Apple Inc
0.26%
36,393
$7,059,150,000 4.12%
Invesco Exchange Traded Fd T
2.58%
23,396
$3,500,977,000 2.04%
Amazon.com Inc.
8.97%
18,063
$2,354,693,000 1.37%
Visa Inc
No change
9,151
$2,173,179,000 1.27%
Invesco Exch Traded Fd Tr Ii
4.62%
30,168
$1,894,852,000 1.11%
American Express Co.
No change
10,480
$1,825,616,000 1.06%
Berkshire Hathaway Inc.
65.97%
5,052
$2,757,670,000 1.61%
Ishares Tr
0.74%
28,406
$3,553,102,000 2.07%
Microsoft Corporation
5.29%
4,575
$1,557,971,000 0.91%
Honeywell International Inc
No change
6,833
$1,417,848,000 0.83%
JPMorgan Chase & Co.
2.12%
9,614
$1,398,260,000 0.82%
Johnson & Johnson
0.06%
7,956
$1,316,877,000 0.77%
Alphabet Inc
No change
18,832
$2,264,263,000 1.32%
Pepsico Inc
No change
6,500
$1,203,969,000 0.70%
Spdr S&p 500 Etf Tr
0.11%
2,696
$1,195,083,000 0.70%
AMGEN Inc.
No change
4,528
$1,005,307,000 0.59%
Union Pac Corp
No change
4,050
$828,711,000 0.48%
First Tr Value Line Divid In
8.87%
18,602
$745,754,000 0.43%
Procter And Gamble Co
No change
4,766
$723,193,000 0.42%
Home Depot, Inc.
8.01%
2,297
$713,540,000 0.42%
Abbvie Inc
6.99%
4,912
$661,794,000 0.39%
Exxon Mobil Corp.
0.03%
5,974
$640,712,000 0.37%
Cisco Sys Inc
0.21%
11,871
$614,206,000 0.36%
Coca-Cola Co
No change
9,871
$594,432,000 0.35%
Nike, Inc.
No change
5,096
$562,446,000 0.33%
NVIDIA Corp
26.08%
1,281
$541,889,000 0.32%
Regeneron Pharmaceuticals, Inc.
No change
716
$514,475,000 0.30%
PayPal Holdings Inc
No change
7,469
$498,406,000 0.29%
Salesforce Inc
No change
2,349
$496,250,000 0.29%
Costco Whsl Corp New
30.86%
848
$456,546,000 0.27%
Boston Scientific Corp.
No change
7,641
$413,302,000 0.24%
Cigna Group (The)
No change
1,446
$405,748,000 0.24%
D.R. Horton Inc.
No change
3,095
$376,631,000 0.22%
Ark Etf Tr
No change
8,345
$368,348,000 0.21%
Vanguard Wellington Fd
0.03%
2,991
$362,643,000 0.21%
Caterpillar Inc.
No change
1,443
$355,050,000 0.21%
Chevron Corp.
0.13%
2,248
$353,723,000 0.21%
Emerson Elec Co
No change
3,250
$293,768,000 0.17%
Intellia Therapeutics Inc
No change
7,082
$288,804,000 0.17%
Micron Technology Inc.
No change
4,553
$287,340,000 0.17%
Etf Ser Solutions
No change
13,016
$280,495,000 0.16%
Tesla Inc
No change
1,017
$266,220,000 0.16%
Fidelity Natl Information Sv
No change
4,800
$262,560,000 0.15%
Walmart Inc
No change
1,592
$250,231,000 0.15%
Ishares Gold Tr
No change
6,766
$246,215,000 0.14%
Select Sector Spdr Tr
No change
1,396
$242,709,000 0.14%
Nutanix Inc
10.00%
8,501
$238,453,000 0.14%
Automatic Data Processing In
No change
1,029
$226,164,000 0.13%
Pfizer Inc.
15.51%
5,903
$216,522,000 0.13%
American Tower Corp.
No change
1,116
$216,437,000 0.13%
Jetblue Awys Corp
No change
20,876
$184,961,000 0.11%
SoFi Technologies, Inc.
Closed
19,792
$120,137,000
Editas Medicine Inc
Closed
10,000
$72,500,000
No transactions found
Showing first 500 out of 56 holdings