Sensible Money, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$328.7M
Q ending 2026-03-31
Prior quarter
$313.1M
Q ending 2025-12-31
Change
+5.0% QoQ · +40.8% YoY
Positions
86
reported holdings
Largest positions
All 86 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.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $85.9M | 2.2M |
| Dimensional Etf Trust | DFAT | Shares | $66.7M | 1.1M |
| Dimensional Etf Trust | DFEV | Shares | $27.2M | 759K |
| Dimensional Etf Trust | DFEM | Shares | $26.0M | 753K |
| Dimensional Etf Trust | DFIC | Shares | $25.7M | 724K |
| Dimensional Etf Trust | DFAX | Shares | $24.9M | 733K |
| Dimensional Etf Trust | DISV | Shares | $12.3M | 313K |
| Apple Inc | AAPL | Shares | $3.9M | 15K |
| Schwab Strategic Tr | SCHA | Shares | $3.7M | 127K |
| Schwab Strategic Tr | FNDE | Shares | $3.2M | 85K |
| Freeport Mcmoran Inc | FCX | Shares | $2.3M | 38K |
| Vanguard Index Fds | VTI | Shares | $2.1M | 6K |
| Dimensional Etf Trust | DFUS | Shares | $2.0M | 28K |
| Spdr Series Trust | SLYV | Shares | $1.9M | 20K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.9M | 3K |
| Ishares Tr | IVV | Shares | $1.6M | 3K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.6M | 25K |
| Ishares Inc | IEMG | Shares | $1.6M | 22K |
| Alphabet Inc | GOOGL | Shares | $1.4M | 5K |
| Ishares Tr | IWV | Shares | $1.4M | 4K |
| Vanguard Index Fds | VOO | Shares | $1.2M | 2K |
| American Centy Etf Tr | AVES | Shares | $980K | 16K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $976K | 2K |
| Microsoft Corp | MSFT | Shares | $945K | 3K |
| Alphabet Inc | GOOG | Shares | $930K | 3K |
| First Tr Exchange-Traded Fd | QTEC | Shares | $921K | 4K |
| Ishares Tr | IJR | Shares | $906K | 7K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $862K | 42K |
| American Centy Etf Tr | AVEM | Shares | $810K | 10K |
| Ishares Tr | USMV | Shares | $805K | 9K |
| Wisdomtree Tr | EZM | Shares | $798K | 12K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $765K | 10K |
| Amazon Com Inc | AMZN | Shares | $744K | 4K |
| Schwab Strategic Tr | FNDC | Shares | $689K | 15K |
| Nvidia Corporation | NVDA | Shares | $685K | 4K |
| Invesco Exchange Traded Fd T | RSPH | Shares | $659K | 22K |
| Jpmorgan Chase & Co | JPM | Shares | $659K | 2K |
| Ishares Tr | IYW | Shares | $581K | 3K |
| Invesco Exch Traded Fd Tr Ii | PDN | Shares | $536K | 12K |
| Invesco Exch Trd Slf Idx Fd | BSCU | Shares | $531K | 32K |
| Invesco Exchange Traded Fd T | PKW | Shares | $527K | 4K |
| Dimensional Etf Trust | DFLV | Shares | $527K | 15K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $527K | 27K |
| Ishares Tr | IEFA | Shares | $502K | 6K |
| Dimensional Etf Trust | DFAW | Shares | $492K | 7K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $484K | 25K |
| Invesco Exch Trd Slf Idx Fd | BSCT | Shares | $462K | 25K |
| Spdr Index Shs Fds | SPDW | Shares | $450K | 10K |
| Invesco Qqq Tr | QQQ | Shares | $446K | 772 |
| Ishares Tr | IJJ | Shares | $439K | 3K |
| Ishares Inc | ACWV | Shares | $436K | 4K |
| Ishares Tr | QUAL | Shares | $428K | 2K |
| Schwab Strategic Tr | SCHD | Shares | $424K | 14K |
| Vanguard Index Fds | VBK | Shares | $421K | 1K |
| First Tr Exchange-Traded Fd | FDN | Shares | $413K | 2K |
| Ishares Tr | ISCV | Shares | $398K | 6K |
| Spdr Series Trust | SLYG | Shares | $367K | 4K |
| Park Natl Corp | PRK | Shares | $365K | 2K |
| Ishares Tr | IJT | Shares | $364K | 3K |
| Vanguard Specialized Funds | VIG | Shares | $347K | 2K |
| Dimensional Etf Trust | DFSV | Shares | $340K | 10K |
| Ishares Tr | ITOT | Shares | $336K | 2K |
| Spdr Series Trust | MDYV | Shares | $329K | 4K |
| Costco Wholesale Corporation | COST | Shares | $322K | 323 |
| Invesco Exchange Traded Fd T | PFI | Shares | $318K | 6K |
| Vanguard Index Fds | VB | Shares | $304K | 1K |
| Vanguard Index Fds | VO | Shares | $303K | 1K |
| American Centy Etf Tr | AVUV | Shares | $272K | 2K |
| Invesco Exch Traded Fd Tr Ii | XMLV | Shares | $269K | 4K |
| Alps Etf Tr | BFOR | Shares | $269K | 3K |
| Ishares Tr | IYG | Shares | $266K | 3K |
| Ishares Tr | EFA | Shares | $262K | 3K |
| Schwab Strategic Tr | SCHX | Shares | $253K | 10K |
| Visa Inc | V | Shares | $252K | 834 |
| Vaneck Etf Trust | MOAT | Shares | $250K | 3K |
| First Tr Exchange Traded Fd | RDVY | Shares | $250K | 4K |
| Schwab Strategic Tr | SCHC | Shares | $235K | 5K |
| Ishares Gold Tr | IAU | Shares | $235K | 3K |
| Ftai Aviation Ltd | Shares | $233K | 951 | |
| Pacer Fds Tr | PTNQ | Shares | $219K | 3K |
| Ishares Tr | EFAV | Shares | $218K | 2K |
| Schwab Strategic Tr | SCHB | Shares | $217K | 9K |
| Dimensional Etf Trust | DFSE | Shares | $214K | 5K |
| Vanguard Index Fds | VUG | Shares | $212K | 486 |
| Abbvie Inc | ABBV | Shares | $204K | 940 |
| Vanguard Intl Equity Index F | VWO | Shares | $202K | 4K |
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.