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.
$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 | |||
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