Team Hewins, Llc

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

Reported value
$336.5M
Q ending 2026-03-31
Prior quarter
$310.3M
Q ending 2025-12-31
Change
+8.4% QoQ · +30.8% YoY
Positions
41
reported holdings

Largest positions

All 41 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 TrustDFIVShares$93.0M1.8M
Dimensional Etf TrustDFATShares$57.5M920K
Dimensional Etf TrustDFUVShares$46.7M964K
American Centy Etf TrAVUVShares$45.7M414K
Dimensional Etf TrustDFLVShares$33.7M944K
American Centy Etf TrAVEMShares$13.2M164K
Dimensional Etf TrustDFUSShares$9.5M134K
Ishares TrIWOShares$8.4M27K
Dimensional Etf TrustDFSVShares$3.7M104K
State Str Spdr S&P 500 Etf TSPYShares$2.7M4K
Ishares TrIVVShares$2.5M4K
Vanguard World FdVCEBShares$2.3M37K
American Centy Etf TrAVLVShares$2.3M28K
Vanguard Specialized FundsVIGShares$1.7M8K
Vanguard Index FdsVUGShares$1.4M3K
Vanguard Index FdsVTIShares$1.1M3K
Vanguard Scottsdale FdsVGITShares$1.0M18K
Pimco Etf TrMUNIShares$1.0M20K
American Centy Etf TrAVSDShares$904K12K
Vanguard Index FdsVTVShares$787K4K
Wisdomtree TrDLNShares$637K7K
Vanguard Index FdsVBShares$526K2K
Vaneck Etf TrustISRAShares$497K8K
Schwab Strategic TrSCHDShares$487K16K
Schwab Strategic TrSCHBShares$484K19K
American Centy Etf TrAVSEShares$452K7K
Ishares TrIJRShares$433K3K
Ishares TrIWMShares$394K2K
Ishares TrITOTShares$368K3K
Ishares TrIWDShares$359K2K
American Centy Etf TrAVSUShares$358K5K
Vanguard Index FdsVBRShares$302K1K
Vanguard Intl Equity Index FVWOShares$274K5K
Ishares TrEFVShares$272K4K
Spdr Gold TrGLDShares$259K603
Vanguard Index FdsVOOShares$255K427
Vanguard Index FdsVOShares$252K878
Spdr Series TrustSLYVShares$250K3K
State Str Spdr S&P Midcap 40MDYShares$231K373
Ishares TrIJHShares$200K3K
Gct Semiconductor Hldg IncGCTSShares$143K126K

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.