Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001831193-25-000006
Filing Date
2025-07-09
Accepted
2025-07-09 16:59:07
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1988
2 definedwealth_13f_q22025.html INFORMATION TABLE  
2 definedwealth_13f_q22025.xml INFORMATION TABLE 56432
  Complete submission text file 0001831193-25-000006.txt   59661
Mailing Address 8625 SW CASCADE AVE SUITE 410 BEAVERTON OR 97008
Business Address 8625 SW CASCADE AVE SUITE 410 BEAVERTON OR 97008 9713713450
DEFINED WEALTH MANAGEMENT, LLC (Filer) CIK: 0001849518 (see all company filings)

EIN.: 844409209 | State of Incorp.: OR | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21105 | Film No.: 251114161