DEFINE FINANCIAL, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, DEFINE FINANCIAL, LLC held in its portfolio 43 assets valued at $176,422,758 (i.e. $176.42M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($25.26M), VANGUARD MALVERN FDS ($25.24M), and AMERICAN CENTY ETF TR ($23.83M).
The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
DEFINE FINANCIAL, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 247677 | 25258124 | US SML CP VALU |
| VANGUARD MALVERN FDS | 510398 | 25244308 | STRM INFPROIDX |
| AMERICAN CENTY ETF TR | 253573 | 23828284 | INTL SMCP VLU |
| VANGUARD INDEX FDS | 69554 | 23319499 | TOTAL STK MKT |
| VANGUARD INTL EQUITY INDEX F | 282321 | 20767547 | ALLWRLD EX US |
| VANGUARD INDEX FDS | 204498 | 18095989 | REAL ESTATE ETF |
| AMERICAN CENTY ETF TR | 149306 | 11499532 | AVANTIS EMGMKT |
| VANGUARD INTL EQUITY INDEX F | 204263 | 10981186 | FTSE EMR MKT ETF |
| MICROSOFT CORP | 3902 | 1887124 | COM |
| APPLE INC | 5699 | 1549425 | COM |
| SPDR S&P 500 ETF TR | 1973 | 1345147 | TR UNIT |
| BERKSHIRE HATHAWAY INC DEL | 1640 | 824346 | CL B NEW |
| VANGUARD INDEX FDS | 2402 | 756081 | LARGE CAP ETF |
| NVIDIA CORPORATION | 3932 | 733262 | COM |
| ALPHABET INC | 2211 | 693736 | CAP STK CL C |
| AMAZON COM INC | 2613 | 603197 | COM |
| DIMENSIONAL ETF TRUST | 12803 | 556047 | US SUSTAINABILTY |
| AIRBNB INC | 3919 | 531887 | COM CL A |
| VANGUARD INDEX FDS | 845 | 529863 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 940 | 458798 | GROWTH ETF |
| FIDELITY COVINGTON TRUST | 5641 | 418990 | MSCI HLTH CARE I |
| PROSHARES TR | 3937 | 409701 | S&P 500 DV ARIST |
| MOTOROLA SOLUTIONS INC | 1068 | 409386 | COM NEW |
| DIMENSIONAL ETF TRUST | 9199 | 394123 | INTERNATIONAL |
| TETRA TECH INC NEW | 11715 | 392908 | COM |
| ISHARES TR | 570 | 390393 | CORE S&P500 ETF |
| TESLA INC | 783 | 352319 | COM |
| COSTCO WHSL CORP NEW | 408 | 352012 | COM |
| VANGUARD WORLD FD | 456 | 343384 | INF TECH ETF |
| SEMPRA | 3858 | 340660 | COM |
| CINTAS CORP | 1782 | 335091 | COM |
| VANGUARD INDEX FDS | 1668 | 318522 | VALUE ETF |
| QUALCOMM INC | 1662 | 284336 | COM |
| CONSTELLATION BRANDS INC | 1998 | 275690 | CL A |
| VISA INC | 781 | 273833 | COM CL A |
| ALPHABET INC | 862 | 269845 | CAP STK CL A |
| EA SERIES TRUST | 4975 | 255086 | FREEDOM 100 EM |
| FIDELITY COVINGTON TRUST | 3045 | 251142 | MSCI INDL INDX |
| BNY MELLON ETF TRUST | 1712 | 223951 | US LRG CP CORE |
| SCHWAB STRATEGIC TR | 6609 | 215580 | US LCAP GR ETF |
| PALANTIR TECHNOLOGIES INC | 1192 | 211878 | CL A |
| PROGRESSIVE CORP | 910 | 207146 | COM |
| LINEAGE CELL THERAPEUTICS IN | 20000 | 33400 | COM |
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