Holders — by stockHoldings — by fund
Sensible Money, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001965229
$377.1M
disclosed book value
101
positions
26.1%
largest position share
Positions, as of 2026-06-30
top 100 of 101 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2.2M | $98.6M | 26.1% |
| 2 | DFATDIMENSIONAL ETF TRUST | 1.1M | $76.3M | 20.2% |
| 3 | DFEVDIMENSIONAL ETF TRUST | 748,053 | $31.9M | 8.5% |
| 4 | DFEMDIMENSIONAL ETF TRUST | 751,422 | $30.5M | 8.1% |
| 5 | DFICDIMENSIONAL ETF TRUST | 760,816 | $28.3M | 7.5% |
| 6 | DFAXDIMENSIONAL ETF TRUST | 675,314 | $24.9M | 6.6% |
| 7 | DISVDIMENSIONAL ETF TRUST | 319,752 | $12.8M | 3.4% |
| 8 | SCHASCHWAB STRATEGIC TR | 126,857 | $4.6M | 1.2% |
| 9 | AAPLAPPLE INC | 13,993 | $4.0M | 1.1% |
| 10 | FNDESCHWAB STRATEGIC TR | 84,214 | $3.3M | 0.9% |
| 11 | VTIVANGUARD INDEX FDS | 8,088 | $3.0M | 0.8% |
| 12 | DFUSDIMENSIONAL ETF TRUST | 29,709 | $2.4M | 0.6% |
| 13 | FCXFREEPORT MCMORAN INC | 38,368 | $2.4M | 0.6% |
| 14 | SLYVSPDR SERIES TRUST | 19,795 | $2.2M | 0.6% |
| 15 | SPYSTATE STR SPDR S&P 500 ETF T | 2,849 | $2.1M | 0.6% |
| 16 | VEAVANGUARD TAX-MANAGED FDS | 29,280 | $2.1M | 0.6% |
| 17 | IEMGISHARES INC | 22,419 | $1.9M | 0.5% |
| 18 | IVVISHARES TR | 2,417 | $1.8M | 0.5% |
| 19 | GOOGLALPHABET INC | 4,736 | $1.7M | 0.4% |
| 20 | IWVISHARES TR | 3,729 | $1.6M | 0.4% |
| 21 | QTECFIRST TR EXCHANGE-TRADED FD | 4,266 | $1.4M | 0.4% |
| 22 | VOOVANGUARD INDEX FDS | 1,971 | $1.4M | 0.4% |
| 23 | IJRISHARES TR | 7,483 | $1.1M | 0.3% |
| 24 | AVESAMERICAN CENTY ETF TR | 16,341 | $1.1M | 0.3% |
| 25 | GOOGALPHABET INC | 2,935 | $1.0M | 0.3% |
| 26 | AVEMAMERICAN CENTY ETF TR | 10,048 | $969,578 | 0.3% |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,848 | $924,721 | 0.2% |
| 28 | BSCSINVESCO EXCH TRD SLF IDX FD | 44,526 | $906,776 | 0.2% |
| 29 | MSFTMICROSOFT CORP | 2,419 | $902,428 | 0.2% |
| 30 | EZMWISDOMTREE TR | 11,866 | $899,249 | 0.2% |
| 31 | SPYMSPDR SERIES TRUST | 9,513 | $835,981 | 0.2% |
| 32 | USMVISHARES TR | 8,653 | $834,669 | 0.2% |
| 33 | AMZNAMAZON COM INC | 3,420 | $815,104 | 0.2% |
| 34 | IYWISHARES TR | 3,200 | $807,136 | 0.2% |
| 35 | RWJINVESCO EXCH TRADED FD TR II | 13,487 | $802,491 | 0.2% |
| 36 | NVDANVIDIA CORPORATION | 3,928 | $786,039 | 0.2% |
| 37 | RSPHINVESCO EXCHANGE TRADED FD T | 21,825 | $724,372 | 0.2% |
| 38 | DFAWDIMENSIONAL ETF TRUST | 8,625 | $714,051 | 0.2% |
| 39 | JPMJPMORGAN CHASE & CO | 2,041 | $668,015 | 0.2% |
| 40 | QQQMINVESCO EXCH TRADED FD TR II | 2,070 | $627,199 | 0.2% |
| 41 | DFLVDIMENSIONAL ETF TRUST | 14,818 | $585,917 | 0.2% |
| 42 | QQQINVESCO QQQ TR | 793 | $584,114 | 0.2% |
| 43 | PKWINVESCO EXCHANGE TRADED FD T | 3,982 | $564,091 | 0.1% |
| 44 | PDNINVESCO EXCH TRADED FD TR II | 12,387 | $557,190 | 0.1% |
| 45 | FNDCSCHWAB STRATEGIC TR | 11,096 | $538,816 | 0.1% |
| 46 | BSCRINVESCO EXCH TRD SLF IDX FD | 27,273 | $534,952 | 0.1% |
| 47 | IEFAISHARES TR | 5,532 | $534,290 | 0.1% |
| 48 | BSCUINVESCO EXCH TRD SLF IDX FD | 31,757 | $528,592 | 0.1% |
| 49 | VBKVANGUARD INDEX FDS | 1,407 | $514,540 | 0.1% |
| 50 | LQDISHARES TR | 4,637 | $505,758 | 0.1% |
| 51 | SPDWSPDR INDEX SHS FDS | 10,011 | $504,435 | 0.1% |
| 52 | SPLVINVESCO EXCH TRADED FD TR II | 6,603 | $494,565 | 0.1% |
| 53 | QUALISHARES TR | 2,232 | $489,768 | 0.1% |
| 54 | IJJISHARES TR | 3,311 | $489,135 | 0.1% |
| 55 | BSCTINVESCO EXCH TRD SLF IDX FD | 25,571 | $474,977 | 0.1% |
| 56 | FDNFIRST TR EXCHANGE-TRADED FD | 1,765 | $467,231 | 0.1% |
| 57 | BSCQINVESCO EXCH TRD SLF IDX FD | 23,698 | $462,713 | 0.1% |
| 58 | SCHDSCHWAB STRATEGIC TR | 14,304 | $453,570 | 0.1% |
| 59 | IJTISHARES TR | 2,537 | $453,176 | 0.1% |
| 60 | SLYGSPDR SERIES TRUST | 3,797 | $452,319 | 0.1% |
| 61 | ISCVISHARES TR | 5,757 | $450,858 | 0.1% |
| 62 | ITOTISHARES TR | 2,672 | $438,899 | 0.1% |
| 63 | ACWVISHARES INC | 3,647 | $438,479 | 0.1% |
| 64 | VBVANGUARD INDEX FDS | 1,411 | $427,703 | 0.1% |
| 65 | PRKPARK NATL CORP | 2,233 | $408,563 | 0.1% |
| 66 | DFSVDIMENSIONAL ETF TRUST | 9,718 | $376,980 | 0.1% |
| 67 | PANWPALO ALTO NETWORKS INC | 1,091 | $372,053 | 0.1% |
| 68 | VWOVANGUARD INTL EQUITY INDEX F | 6,190 | $369,509 | 0.1% |
| 69 | MDYVSPDR SERIES TRUST | 3,864 | $366,501 | 0.1% |
| 70 | VTVVANGUARD INDEX FDS | 1,671 | $364,135 | 0.1% |
| 71 | PFIINVESCO EXCHANGE TRADED FD T | 5,973 | $363,786 | 0.1% |
| 72 | VUGVANGUARD INDEX FDS | 4,203 | $362,047 | 0.1% |
| 73 | VOVANGUARD INDEX FDS | 4,220 | $340,006 | 0.1% |
| 74 | FPEFIRST TR EXCH TRADED FD III | 18,870 | $337,389 | 0.1% |
| 75 | BFORALPS ETF TR | 3,236 | $309,424 | 0.1% |
| 76 | SCHXSCHWAB STRATEGIC TR | 10,067 | $296,268 | 0.1% |
| 77 | VVISA INC | 852 | $292,313 | 0.1% |
| 78 | IYGISHARES TR | 3,213 | $290,681 | 0.1% |
| 79 | XMLVINVESCO EXCH TRADED FD TR II | 4,275 | $283,561 | 0.1% |
| 80 | AVUVAMERICAN CENTY ETF TR | 2,262 | $282,181 | 0.1% |
| 81 | EFAISHARES TR | 2,693 | $279,733 | 0.1% |
| 82 | IJHISHARES TR | 3,530 | $272,237 | 0.1% |
| 83 | MOATVANECK ETF TRUST | 2,589 | $269,153 | 0.1% |
| 84 | IBMINTERNATIONAL BUSINESS MACHS | 951 | $267,521 | 0.1% |
| 85 | INTCINTEL CORP | 1,908 | $266,420 | 0.1% |
| 86 | SCHPSCHWAB STRATEGIC TR | 9,897 | $262,271 | 0.1% |
| 87 | COSTCOSTCO WHOLESALE CORPORATION | 279 | $261,332 | 0.1% |
| 88 | FTAI AVIATION LTD | 953 | $257,816 | 0.1% |
| 89 | SCHBSCHWAB STRATEGIC TR | 8,641 | $250,255 | 0.1% |
| 90 | DFSEDIMENSIONAL ETF TRUST | 5,054 | $247,037 | 0.1% |
| 91 | SCHCSCHWAB STRATEGIC TR | 5,035 | $242,280 | 0.1% |
| 92 | LLYELI LILLY & CO | 200 | $239,886 | 0.1% |
| 93 | ABBVABBVIE INC | 945 | $237,704 | 0.1% |
| 94 | PREFPRINCIPAL EXCHANGE TRADED FD | 11,689 | $222,793 | 0.1% |
| 95 | VNQVANGUARD INDEX FDS | 2,304 | $222,175 | 0.1% |
| 96 | DELLDELL TECHNOLOGIES INC | 507 | $218,751 | 0.1% |
| 97 | JNJJOHNSON & JOHNSON | 861 | $218,582 | 0.1% |
| 98 | EESWISDOMTREE TR | 3,162 | $214,352 | 0.1% |
| 99 | EFAVISHARES TR | 2,382 | $208,926 | 0.1% |
| 100 | BNDVANGUARD BD INDEX FDS | 2,799 | $205,475 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.