Sensible Money, LLC 13F Holdings · Q2 2026
Sensible Money, LLC reported 101 securities worth $377.14M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (26.13%), DFAT (20.23%), DFEV (8.46%). Among its top 25 positions this quarter: 12 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $98.6M | 26.13% | 2.2M | Added |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $76.3M | 20.23% | 1.1M | Added |
| 3 | DFEV | DIMENSIONAL ETF TRUST | $31.9M | 8.46% | 748,053 | Trimmed |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $30.5M | 8.10% | 751,422 | Trimmed |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $28.3M | 7.52% | 760,816 | Added |
| 6 | DFAX | DIMENSIONAL ETF TRUST | $24.9M | 6.60% | 675,314 | Trimmed |
| 7 | DISV | DIMENSIONAL ETF TRUST | $12.8M | 3.40% | 319,752 | Added |
| 8 | SCHA | SCHWAB STRATEGIC TR | $4.6M | 1.22% | 126,857 | Trimmed |
| 9 | AAPL | APPLE INC | $4.0M | 1.07% | 13,993 | Trimmed |
| 10 | FNDE | SCHWAB STRATEGIC TR | $3.3M | 0.89% | 84,214 | Trimmed |
| 11 | VTI | VANGUARD INDEX FDS | $3.0M | 0.79% | 8,088 | Added |
| 12 | DFUS | DIMENSIONAL ETF TRUST | $2.4M | 0.65% | 29,709 | Added |
| 13 | FCX | FREEPORT MCMORAN INC | $2.4M | 0.64% | 38,368 | Added |
| 14 | SLYV | SPDR SERIES TRUST | $2.2M | 0.57% | 19,795 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $2.1M | 0.56% | 2,849 | Added |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $2.1M | 0.55% | 29,280 | Added |
| 17 | IEMG | ISHARES INC | $1.9M | 0.49% | 22,419 | Trimmed |
| 18 | IVV | ISHARES TR | $1.8M | 0.48% | 2,417 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $1.7M | 0.45% | 4,736 | Trimmed |
| 20 | IWV | ISHARES TR | $1.6M | 0.42% | 3,729 | Hold |
| 21 | QTEC | FIRST TR EXCHANGE-TRADED FD | $1.4M | 0.38% | 4,266 | Hold |
| 22 | VOO | VANGUARD INDEX FDS | $1.4M | 0.36% | 1,971 | Added |
| 23 | IJR | ISHARES TR | $1.1M | 0.29% | 7,483 | Added |
| 24 | AVES | AMERICAN CENTY ETF TR | $1.1M | 0.28% | 16,341 | Added |
| 25 | GOOG | ALPHABET INC | $1.0M | 0.27% | 2,935 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR