Blankinship & Foster, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$452.3M
Q ending 2026-03-31
Prior quarter
$462.7M
Q ending 2025-12-31
Change
-2.3% QoQ · +14.2% YoY
Positions
75
reported holdings

Largest positions

All 75 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Dimensional Etf TrustDFAUShares$118.3M2.6M
Vanguard Intl Equity Index FVEUShares$50.0M665K
Ishares TrHEFAShares$33.5M789K
Vanguard Index FdsVOShares$32.2M112K
Vanguard Index FdsVTIShares$31.5M98K
Vanguard Index FdsVUGShares$29.1M67K
Dbx Etf TrDBEFShares$25.8M522K
Vanguard World FdVDCShares$18.4M82K
Vanguard Intl Equity Index FVWOShares$17.0M315K
Ishares TrAGGShares$10.0M101K
Ishares TrEFAShares$8.8M91K
Ishares TrMBBShares$7.8M83K
Apple IncAAPLShares$7.4M29K
State Str Spdr S&P 500 Etf TSPYShares$4.7M7K
Berkshire Hathaway Inc DelBRK/AShares$3.6M5
Berkshire Hathaway Inc DelBRK/BShares$3.4M7K
Abbvie IncABBVShares$3.3M15K
Schwab Strategic TrSCHMShares$3.1M101K
Vanguard Index FdsVVShares$2.6M9K
Vanguard Whitehall FdsVYMShares$2.5M17K
Alphabet IncGOOGShares$2.5M9K
Ishares TrIWFShares$2.4M6K
Alphabet IncGOOGLShares$2.2M8K
Schwab Strategic TrSCHEShares$2.1M64K
Ishares TrIJHShares$1.7M25K
Qualcomm IncQCOMShares$1.7M13K
Vanguard Star FdsVXUSShares$1.4M18K
Ishares IncIEMGShares$1.4M20K
Abbott LaboratoriesABTShares$1.2M12K
Johnson & JohnsonJNJShares$1.1M5K
Microsoft CorpMSFTShares$1.1M3K
Ishares TrIVWShares$1.0M9K
Caterpillar IncCATShares$1.0M1K
Phillips Edison & Co IncPECOShares$956K26K
Ishares TrSHYGShares$918K22K
Vanguard Mun Bd FdsVTEBShares$814K16K
Ishares TrIVEShares$807K4K
Exxon Mobil CorpXOMShares$768K5K
Amazon Com IncAMZNShares$735K4K
Nvidia CorporationNVDAShares$664K4K
Costco Wholesale CorporationCOSTShares$649K651
Ishares TrIVVShares$624K955
Ishares TrIWBShares$587K2K
Seagate Technology Hldngs PlShares$547K1K
Schwab Strategic TrSCHBShares$519K21K
Kinder Morgan Inc DelKMIShares$504K15K
Ishares TrIYKShares$484K7K
Ishares TrSTIPShares$476K5K
Vanguard Specialized FundsVIGShares$474K2K
Ishares TrEFAVShares$407K4K
Meta Platforms IncMETAShares$391K683
Vanguard World FdVHTShares$385K1K
British Amern Tob PlcBTIShares$340K6K
Ishares TrIWMShares$336K1K
Philip Morris Intl IncPMShares$332K2K
At&T IncTShares$323K11K
Walmart IncWMTShares$315K3K
International Business MachsIBMShares$315K1K
Vodafone Group PlcVODShares$314K21K
Pfizer IncPFEShares$305K11K
Altria Group IncMOShares$290K4K
Verizon Communications IncVZShares$284K6K
Ishares TrIJJShares$281K2K
Chevron CorporationCVXShares$275K1K
Select Sector Spdr TrXLKShares$271K2K
Gsk PlcGSKShares$267K5K
Boeing CoBAShares$264K1K
Amer States Wtr CoAWRShares$262K3K
Summit Therapeutics IncSMMTShares$242K13K
Ishares TrIUSGShares$233K2K
Vanguard Index FdsVTVShares$224K1K
Ishares TrIGMShares$219K2K
Ishares TrIWNShares$218K1K
Modiv Industrial IncMDVShares$218K15K
American Wtr Wks Co Inc NewAWKShares$208K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.