Citrine Capital LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Citrine Capital LLC held in its portfolio 46 assets valued at $215,405,895 (i.e. $215.41M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($56.02M), NVIDIA CORPORATION ($34.80M), and DIMENSIONAL ETF TRUST ($29.28M).
The chart below shows the top 10 valuable assets, and the table below shows the top 46 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Citrine Capital LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1289790 | 56015569 | US SUSTAINABILTY |
| NVIDIA CORPORATION | 186601 | 34801002 | COM |
| DIMENSIONAL ETF TRUST | 584663 | 29280016 | CALIF MUN BD ETF |
| DIMENSIONAL ETF TRUST | 357330 | 15309786 | INTERNATIONAL |
| DIMENSIONAL ETF TRUST | 318401 | 13207267 | EMERGING MARKETS |
| FIDELITY WISE ORIGIN BITCOIN | 120073 | 9153165 | SHS |
| DIMENSIONAL ETF TRUST | 159556 | 8264996 | GLOBAL SUSTAINA |
| DIMENSIONAL ETF TRUST | 166538 | 8022141 | NATL MUN BD ETF |
| GRAYSCALE BITCOIN TRUST ETF | 101811 | 6959800 | SHS REP COM UT |
| DIMENSIONAL ETF TRUST | 158748 | 6756297 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 179547 | 4111846 | US REAL ESTATE E |
| JOHNSON & JOHNSON | 9900 | 2048728 | COM |
| DIMENSIONAL ETF TRUST | 24476 | 1815385 | US EQUITY MARKET |
| S&P GLOBAL INC | 3111 | 1625777 | COM |
| META PLATFORMS INC | 2178 | 1437676 | CL A |
| VANGUARD INDEX FDS | 3731 | 1250790 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 50766 | 1220415 | INTL EQTY ETF |
| AON PLC | 3100 | 1093928 | SHS CL A |
| ISHARES TR | 7250 | 1010251 | ESG OPTIMIZED |
| APPLE INC | 3666 | 996639 | COM |
| DIMENSIONAL ETF TRUST | 24525 | 970945 | US CORE EQUITY 2 |
| ROYAL BK CDA | 5412 | 922692 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 19312 | 747954 | SHS NEW |
| VANGUARD INDEX FDS | 1146 | 718691 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 4097 | 577926 | TT WRLD ST ETF |
| ALPHABET INC | 1819 | 570802 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 9427 | 570522 | EMERGING MRKTETS |
| VANGUARD TAX-MANAGED FDS | 8182 | 511130 | VAN FTSE DEV MKT |
| AMAZON COM INC | 2031 | 468795 | COM |
| VANGUARD INTL EQUITY INDEX F | 8466 | 455132 | FTSE EMR MKT ETF |
| BERKSHIRE HATHAWAY INC DEL | 792 | 398099 | CL B NEW |
| VANGUARD STAR FDS | 5165 | 389677 | VG TL INTL STK F |
| SCHWAB STRATEGIC TR | 13089 | 359031 | US DIVIDEND EQ |
| BANK AMERICA CORP | 6466 | 355606 | COM |
| ISHARES TR | 442 | 302761 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 8743 | 301284 | INTL CORE EQUITY |
| AUTODESK INC | 907 | 268481 | COM |
| MICROSOFT CORP | 553 | 267267 | COM |
| SHOPIFY INC | 1592 | 256264 | CL A SUB VTG SHS |
| SPDR S&P 500 ETF TR | 374 | 255038 | TR UNIT |
| INTUIT | 369 | 244433 | COM |
| STRATEGY INC | 1579 | 239929 | CL A NEW |
| DIMENSIONAL ETF TRUST | 4548 | 226945 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 6918 | 225319 | EMGR CRE EQT MNG |
| TESLA INC | 483 | 217215 | COM |
| CANADIAN PACIFIC KANSAS CITY | 2750 | 202483 | COM |
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