DEFINED WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HLN | 29K | $293.00K |
 | SRE | 14K | $1.40M |
 | BAC | 14K | $681.57K |
 | AVGO | 12K | $3.77M |
 | CMCSA | 12K | $342.94K |
 | AAPL | 12K | $2.97M |
 | WMB | 9K | $653.13K |
 | JPM | 8K | $2.25M |
 | INTC | 8K | $334.33K |
 | SCHW | 7K | $643.67K |
 | USB | 6K | $308.63K |
 | NVDA | 6K | $996.17K |
 | XOM | 6K | $942.29K |
 | TEL | 5K | $1.11M |
 | AMZN | 5K | $998.24K |
 | CVX | 5K | $963.58K |
 | COP | 4K | $589.64K |
 | ORCL | 4K | $619.63K |
 | MSFT | 4K | $1.56M |
 | NKE | 4K | $220.31K |
Haleon plc
HLN
Shares Held
29K
Value
$293.00K
Sempra
SRE
Shares Held
14K
Value
$1.40M
Bank of America Corporation
BAC
Shares Held
14K
Value
$681.57K
Broadcom Inc.
AVGO
Shares Held
12K
Value
$3.77M
Comcast Corporation
CMCSA
Shares Held
12K
Value
$342.94K
Apple Inc.
AAPL
Shares Held
12K
Value
$2.97M
The Williams Companies, Inc.
WMB
Shares Held
9K
Value
$653.13K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.25M
Intel Corp.
INTC
Shares Held
8K
Value
$334.33K
The Charles Schwab Corporation
SCHW
Shares Held
7K
Value
$643.67K
U.S. Bancorp
USB
Shares Held
6K
Value
$308.63K
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$996.17K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$942.29K
TE Connectivity plc
TEL
Shares Held
5K
Value
$1.11M
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$998.24K
Chevron Corporation
CVX
Shares Held
5K
Value
$963.58K
ConocoPhillips
COP
Shares Held
4K
Value
$589.64K
Oracle Corporation
ORCL
Shares Held
4K
Value
$619.63K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.56M
NIKE, Inc.
NKE
Shares Held
4K
Value
$220.31K