SEC 13F Intelligence

Managers / Q1 2021 · view latest →

Silicon Hills Wealth Management, LLC

CIK 0001799054 · 8834 N. CAPITAL OF TEXAS HIGHWAY, SUITE 200, AUSTIN, TX, 78759 · 512-774-5340

Reported Value
$111M
Q1 2021
Positions
84
Filings on Record
15
2020–present window
Filed
May 17, 2021
original filing

Summary

Silicon Hills Wealth Management, LLC reported $111M in U.S.-listed holdings across 84 positions for Q1 2021.

The portfolio is heavily concentrated: IEFA alone accounts for 24.1% of reported value.

Compared with Q4 2020, the fund opened 9 new positions and exited 4.

Portfolio Metrics

Turnover
+22.3%
vs prior filed quarter
Top-10 Concentration
+62.9%
share of reported value
Largest Position
+24.1%
Ishares Tr
New / Exited
9 / 4
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $131MQ4 ’19Q1 ’20: $76MQ2 ’20: $83MQ2 ’20Q3 ’20: $97MQ4 ’20: $110MQ4 ’20Q1 ’21: $111MQ2 ’21: $129MQ2 ’21Q3 ’21: $146MQ4 ’21: $162MQ4 ’21Q1 ’22: $157MQ2 ’22: $137MQ2 ’22Q3 ’22: $126MQ4 ’22: $135MQ4 ’22Q1 ’23: $167MQ2 ’23: $177MQ2 ’23filingsflow.com

Portfolio Composition

By security type
ETP: 69.0%Common Stock: 28.4%Other: 2.3%REIT: 0.3%
  • ETP · 69.0% · $76M
  • Common Stock · 28.4% · $31M
  • Other · 2.3% · $3M
  • REIT · 0.3% · $354,000

Quarter-over-Quarter Changes full breakdown →

vs Q4 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PAVEGLOBAL X FDSNEW+45.4K45.4K+$1M$1M
ARK ETF TRNEW+20.9K20.9K+$1M$1M
GLOBAL X FDSNEW+51.2K51.2K+$979,000$979,000
ICLNISHARES TRNEW+33.0K33.0K+$802,000$802,000
REMXVANECK VECTORS ETF TRNEW+10.2K10.2K+$768,000$768,000
SOCIAL CAPITAL HEDOSOPHA HLDNEW+19.8K19.8K+$339,000$339,000
TSLATESLA INCNEW+388388+$259,000$259,000
BLACKROCK INCNEW+270270+$204,000$204,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2021

55 positions (from 84 filing rows — )
#IssuerClass% PortfolioValueShares
1IEFAISHARES TRCORE MSCI EAFE · CORE S&P SCP ETF · 20 YR TR BD ETF · CORE S&P500 ETF · CORE S&P TTL STK · ESG AW MSCI EAFE · GL CLEAN ENE ETF · CORE MSCI TOTAL · S&P 100 ETF · S&P 500 VAL ETF · MSCI EAFE MIN VL · NATIONAL MUN ETF · RUS 1000 GRW ETF · CORE US AGGBD ET · MSCI USA MIN VOL24.14%$27M286.0K
2SCHZSCHWAB STRATEGIC TRUS AGGREGATE B · SCHWB FDT EMK LG · US BRD MKT ETF · INTL EQTY ETF · US LRG CAP ETF · US DIVIDEND EQ · SHT TM US TRES · EMRG MKTEQ ETF6.69%$7M151.5K
3RSPINVESCO EXCHANGE TRADED FD Thistory →S&P500 EQL WGT6.34%$7M49.5K
4SPYSPDR S&P 500 ETF TRhistory →TR UNIT5.71%$6M15.9K
5ARKKARK ETF TRINNOVATION ETF · GENOMIC REV ETF · FINTECH INNOVA · 3D PRINTING ETF5.26%$6M73.7K
6ISHARES GOLD TRISHARES3.68%$4M250.0K
7AAPLAPPLE INChistory →COM3.21%$4M29.1K
8DRIVGLOBAL X FDSAUTONMOUS EV ETF · US INFR DEV ETF · TELMDC&DIG ETF3.17%$4M148.9K
9IEMGISHARES INChistory →CORE MSCI EMKT2.70%$3M46.4K
10AMZNAMAZON COM INChistory →COM2.01%$2M719
11DIALCOLUMBIA ETF TR Ihistory →DIVERSIFID FXD2.01%$2M105.1K
12VVISA INChistory →COM CL A1.99%$2M10.4K
13PSEPINNOVATOR ETFS TRhistory →S&P 500 PWR1.83%$2M70.4K
14ETF SER SOLUTIONSNATIONWIDE RSK1.76%$2M72.6K
15ALPHA ARCHITECT ETF TRFREEDOM 100 EM · INTL QUAN VALUE1.69%$2M59.2K
16PYPLPAYPAL HLDGS INChistory →COM1.64%$2M7.4K
17GOOGLALPHABET INCCAP STK CL A · CAP STK CL C1.59%$2M851
18SWANAMPLIFY ETF TRhistory →BLACKSWAN GRWT1.57%$2M54.2K
19HONHONEYWELL INTL INChistory →COM1.30%$1M6.6K
20SPTLSPDR SER TRhistory →PORTFOLIO LN TSR1.27%$1M35.9K
21BRK/ABERKSHIRE HATHAWAY INC DELCL A · CL B NEW1.25%$1M2.4K
22JNJJOHNSON & JOHNSONhistory →COM1.23%$1M8.3K
23JPMJPMORGAN CHASE & COhistory →COM1.14%$1M8.3K
24FVDFIRST TR VALUE LINE DIVID INhistory →SHS1.13%$1M32.8K
25AXPAMERICAN EXPRESS COhistory →COM1.08%$1M8.4K
26MCKMCKESSON CORPCOM0.95%$1M5.4K
27AMGNAMGEN INCCOM0.93%$1M4.1K
28PEPPEPSICO INCCOM0.89%$981,0006.9K
29COMTISHARES U S ETF TRGSCI CMDTY STGY0.88%$975,00032.6K
30UNPUNION PAC CORPCOM0.83%$914,0004.1K
31MSFTMICROSOFT CORPCOM0.74%$823,0003.5K
32REMXVANECK VECTORS ETF TRRARE EARTH STRAT0.69%$768,00010.2K
33HDHOME DEPOT INCCOM0.67%$740,0002.4K
34FISFIDELITY NATL INFORMATION SVCOM0.67%$740,0005.3K
35NTLAINTELLIA THERAPEUTICS INCCOM0.62%$683,0008.5K
36NKENIKE INCCL B0.61%$678,0005.1K
37EXMOCEXXON MOBIL CORPCOM0.50%$557,00010.0K
38PGPROCTER AND GAMBLE COCOM0.50%$556,0004.1K
39KOCOCA COLA COCOM0.48%$529,00010.0K
40ABBVABBVIE INCCOM0.46%$505,0004.7K
41CRMSALESFORCE COM INCCOM0.44%$485,0002.3K
42JBLUJETBLUE AWYS CORPCOM0.42%$466,00022.9K
43CSCOCISCO SYS INCCOM0.37%$407,0007.9K
44CVXCHEVRON CORP NEWCOM0.33%$366,0003.5K
45AMTAMERICAN TOWER CORP NEWCOM0.32%$354,0001.5K
46SOCIAL CAPITAL HEDOSOPHA HLDSHS CL A0.31%$339,00019.8K
47BSXBOSTON SCIENTIFIC CORPCOM0.27%$295,0007.6K
48EMREMERSON ELEC COCOM0.27%$293,0003.3K
49COSTCOSTCO WHSL CORP NEWCOM0.24%$262,000743
50TSLATESLA INCCOM0.23%$259,000388
51SPDR INDEX SHS FDSMSCI ACWI EXUS0.23%$252,0008.7K
522U INCCOM0.21%$229,0006.0K
53SPROTT PHYSICAL GOLD TRUNIT0.20%$219,00016.3K
54BLACKROCK INCCOM0.18%$204,000270
55WKHSWORKHORSE GROUP INCCOM NEW0.16%$176,00012.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2023$177M84Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$167M84May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$135M93Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$126M90Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$137M95Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$157M106May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$162M116Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$146M113Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$129M90Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$111M84May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$110M79Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$97M74Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$83M71Jul 29, 202013F-HRchanges · EDGAR ↗
Q1 2020$76M66May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$131M315Jan 13, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.