Austin Wealth Management
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Austin Wealth Management’s Cambria Global Asset Allocation ETF GAA Stock Holding History

Austin Wealth Management’s Portfolio GAA Stock Details GAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.45M Sell
155,563
-10,037
-6% -$355K 1.14% 24
2026
Q2 		$5.78M Sell
165,600
-1,971
-1% -$68.6K 1.22% 25
2026
Q1 		$5.69M Sell
167,571
-53,530
-24% -$1.82M 1.29% 23
2025
Q4 		$7.28M Sell
221,101
-6,373
-3% -$204K 1.08% 25
2025
Q3 		$7.22M Sell
227,474
-9,630
-4% -$300K 1.13% 24
2025
Q2 		$7.21M Sell
237,104
-29,946
-11% -$878K 1.28% 24
2025
Q1 		$7.69M Sell
267,050
-11,461
-4% -$332K 1.54% 21
2024
Q4 		$8.05M Sell
278,511
-16,602
-6% -$483K 1.67% 19
2024
Q3 		$8.68M Sell
295,113
-4,084
-1% -$119K 1.91% 19
2024
Q2 		$8.6M Sell
299,197
-15
-0% -$430 2.02% 16
2024
Q1 		$8.65M Buy
299,212
+8,096
+3% +$227K 2.14% 13
2023
Q4 		$8.15M Buy
291,116
+13,394
+5% +$357K 2.18% 14
2023
Q3 		$7.46M Buy
+277,722
New +$7.47M 2.31% 13

Other funds holding GAA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Birchwood Financial Partners
Birchwood Financial Partners Bloomington, Minnesota $134M AUM 14.47% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Austin Wealth Management's GAA Position: Q3 2026 in Review

Austin Wealth Management reduced its Cambria Global Asset Allocation ETF (GAA) stake by 6.1% in Q3 2026, selling an estimated $355K and leaving 155,563 shares worth $5.45M. The position accounts for 1.14% of the portfolio, ranked #24.

Austin Wealth Management first reported a position in GAA in Q3 2023 and has held it in 13 quarters since. The position peaked at $8.68M in Q3 2024. 11 funds tracked by Wall St. Rank hold GAA as of Q3 2026.

  • Austin Wealth Management held 155,563 shares of Cambria Global Asset Allocation ETF worth $5.45M as of Q3 2026.
  • Austin Wealth Management sold 10,037 Cambria Global Asset Allocation ETF shares in Q3 2026, an estimated $355K.
  • Cambria Global Asset Allocation ETF made up 1.14% of Austin Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Austin Wealth Management first reported a position in Cambria Global Asset Allocation ETF in Q3 2023 and has held it in 13 quarters since.
  • Austin Wealth Management's Cambria Global Asset Allocation ETF position peaked at $8.68M in Q3 2024.
  • 11 funds tracked by Wall St. Rank held Cambria Global Asset Allocation ETF as of Q3 2026.

Based on Austin Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.