Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Trailhead Planners LLC (CIK 2109534) reported $103.4M across 57 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAI ($10.9M, 10.54%), AVLV ($10.6M, 10.28%), DUHP ($9.6M, 9.32%), AVUV ($6.8M, 6.61%), AVSU ($4.6M, 4.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | $10.9M | 10.54% | 264,365 | Trimmed |
| 2 | AVLV | AMERICAN CENTY ETF TR | $10.6M | 10.28% | 116,585 | Trimmed |
| 3 | DUHP | DIMENSIONAL ETF TRUST | $9.6M | 9.32% | 231,104 | Trimmed |
| 4 | AVUV | AMERICAN CENTY ETF TR | $6.8M | 6.61% | 54,765 | Trimmed |
| 5 | AVSU | AMERICAN CENTY ETF TR | $4.6M | 4.46% | 52,165 | Trimmed |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $4.5M | 4.34% | 6 | New |
| 7 | DIHP | DIMENSIONAL ETF TRUST | $3.9M | 3.78% | 114,472 | Trimmed |
| 8 | AVSD | AMERICAN CENTY ETF TR | $3.4M | 3.27% | 42,324 | Trimmed |
| 9 | AVES | AMERICAN CENTY ETF TR | $3.3M | 3.18% | 50,126 | Trimmed |
| 10 | AVDV | AMERICAN CENTY ETF TR | $3.2M | 3.12% | 31,299 | Trimmed |
| 11 | DFSV | DIMENSIONAL ETF TRUST | $3.2M | 3.07% | 81,924 | Trimmed |
| 12 | RSBT | TIDAL TRUST II | $2.8M | 2.70% | 146,697 | Added |
| 13 | AVEM | AMERICAN CENTY ETF TR | $2.6M | 2.53% | 27,064 | Trimmed |
| 14 | DISV | DIMENSIONAL ETF TRUST | $2.3M | 2.21% | 56,949 | Trimmed |
| 15 | DFIC | DIMENSIONAL ETF TRUST | $2.3M | 2.19% | 60,676 | Trimmed |
| 16 | DFAR | DIMENSIONAL ETF TRUST | $2.2M | 2.13% | 84,136 | Trimmed |
| 17 | SGOV | ISHARES TR | $2.1M | 1.99% | 20,449 | Trimmed |
| 18 | VTV | VANGUARD INDEX FDS | $1.7M | 1.63% | 7,723 | New |
| 19 | AVSE | AMERICAN CENTY ETF TR | $1.5M | 1.50% | 18,939 | Trimmed |
| 20 | AVDE | AMERICAN CENTY ETF TR | $1.4M | 1.39% | 16,099 | Trimmed |
| 21 | AAPL | APPLE INC | $1.4M | 1.39% | 4,977 | Trimmed |
| 22 | DUSB | DIMENSIONAL ETF TRUST | $1.4M | 1.35% | 27,519 | Added |
| 23 | DFAE | DIMENSIONAL ETF TRUST | $1.3M | 1.23% | 31,706 | Trimmed |
| 24 | DFAU | DIMENSIONAL ETF TRUST | $1.2M | 1.12% | 22,497 | Trimmed |
| 25 | DFAC | DIMENSIONAL ETF TRUST | $959,875 | 0.93% | 21,638 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30