Braeburn Wealth Management LLC DSTL — ETF SER SOLUTIONS

Ownership history in Braeburn Wealth Management LLC  ·  4 quarters on record

AI Ownership Summary

Braeburn Wealth Management LLC reported ETF SER SOLUTIONS (DSTL) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.68% in 2025 Q4. The latest visible filing shows DSTL at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DSTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Braeburn Wealth Management LLC's position in ETF SER SOLUTIONS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

DSTL was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DSTL stock page Braeburn Wealth Management LLC fund profile Braeburn Wealth Management LLC full holdings
How Braeburn Wealth Management LLC held DSTL — position size vs. price
% of Fund (quarterly)    DSTL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 8,647 +97 +1.1% 0.23% $553K 2026-10-15 $67.93
2026 Q2 REDUCED 5.1% +7.6% ❌ 8,550 -457 -5.1% 0.22% $512K 2026-07-22 $62.01
2026 Q1 REDUCED 60.3% +4.2% ❌ 9,007 -13,698 -60.3% 0.30% $521K 2026-04-17 $59.91
2025 Q4 INITIATED — — — 22,705 — — 0.68% $1.3M 2026-02-18 $61.21

🏢 Other funds also holding DSTL

As of 2026 Q3 — sorted by position size

Crumly & Associates Inc. 3Y 4.85% STEEL GROVE CAPITAL ADVISORS, LLC 3Y 7Y 3.59% Resonant Capital Advisors, LLC 3Y 3.57% Weil Company, Inc. 3Y 7Y 1.58% Fermata Advisors, LLC 3Y 1.03% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 0.38% HERITAGE OAK WEALTH ADVISORS LLC 0.36% Walleye Partners, LLC 0.35% Wealth Enhancement Trust Services, Inc. 0.24% Meridian Financial Advisors, LLC 0.19%

FAQ About Braeburn Wealth Management LLC and DSTL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Braeburn Wealth Management LLC reported owning DSTL?

Braeburn Wealth Management LLC reported DSTL across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported DSTL position in Braeburn Wealth Management LLC's portfolio?

The largest reported portfolio weight for DSTL was 0.68% in 2025 Q4.

What is the latest reported DSTL position on this page?

The most recent filing on this page is 2026 Q3, when Braeburn Wealth Management LLC reported 8,647 shares, equal to 0.23% of portfolio, with an estimated market value of $553K.

What does the chart on this DSTL ownership page compare?

The chart compares Braeburn Wealth Management LLC's quarterly DSTL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Braeburn Wealth Management LLC time their DSTL position?

Based on 13F filing dates vs. subsequent DSTL price moves, Braeburn Wealth Management LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on DSTL relative to SPY over the holding period was +2527.6%.

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