Sensible Money, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Sensible Money, LLC held in its portfolio 84 assets valued at $313,137,002 (i.e. $313.14M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($80.39M), DIMENSIONAL ETF TRUST ($60.79M), and DIMENSIONAL ETF TRUST ($25.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 84 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sensible Money, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2030499 | 80387445 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 1020908 | 60784890 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 768150 | 25141540 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 730900 | 24660555 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 724102 | 23953302 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 650921 | 22430725 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 316945 | 12043897 | INTL SMALL CAP V |
| APPLE INC | 30271 | 8229587 | COM |
| SCHWAB STRATEGIC TR | 127722 | 3637532 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 88571 | 3193859 | FUNDAMENTAL EMER |
| SPDR SERIES TRUST | 28739 | 2595386 | STATE STREET SPD |
| SPDR S&P 500 ETF TR | 3472 | 2367707 | TR UNIT |
| VANGUARD INDEX FDS | 6989 | 2343203 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 26841 | 1990789 | US EQUITY MARKET |
| FREEPORT-MCMORAN INC | 37835 | 1921626 | CL B |
| ALPHABET INC | 5014 | 1569410 | CAP STK CL A |
| ISHARES INC | 21825 | 1467056 | CORE MSCI EMKT |
| ISHARES TR | 3729 | 1442564 | RUSSELL 3000 ETF |
| ISHARES TR | 1923 | 1317020 | CORE S&P500 ETF |
| VANGUARD TAX-MANAGED FDS | 20849 | 1302438 | VAN FTSE DEV MKT |
| MICROSOFT CORP | 2558 | 1237090 | COM |
| VANGUARD INDEX FDS | 1951 | 1223528 | S&P 500 ETF SHS |
| ALPHABET INC | 3241 | 1017113 | CAP STK CL C |
| FIRST TR EXCHANGE-TRADED FD | 4266 | 982076 | SHS |
| AMERICAN CENTY ETF TR | 16338 | 952698 | EMERGING MKT VAL |
| ISHARES TR | 7291 | 876272 | CORE S&P SCP ETF |
| INVESCO EXCH TRD SLF IDX FD | 42116 | 867590 | INVSCO BLSH 28 |
| ISHARES TR | 8678 | 817121 | MSCI USA MIN VOL |
| AMAZON COM INC | 3522 | 812949 | COM |
| WISDOMTREE TR | 11866 | 792649 | US MIDCAP FUND |
| NVIDIA CORPORATION | 4174 | 778449 | COM |
| AMERICAN CENTY ETF TR | 10048 | 773864 | AVANTIS EMGMKT |
| INVESCO EXCH TRADED FD TR II | 10453 | 746554 | S&P500 LOW VOL |
| JPMORGAN CHASE & CO. | 2248 | 724351 | COM |
| INVESCO EXCHANGE TRADED FD T | 21825 | 695127 | S&P500 EQL HLT |
| SCHWAB STRATEGIC TR | 14870 | 662461 | FUNDAMENTAL INTL |
| ISHARES TR | 3200 | 638976 | U.S. TECH ETF |
| INVESCO EXCHANGE TRADED FD T | 4019 | 539834 | BUYBACK ACHIEV |
| INVESCO EXCH TRD SLF IDX FD | 26741 | 527871 | BULSHS 2027 CB |
| INVESCO EXCH TRADED FD TR II | 12324 | 519894 | RAFI DVLPD MRKTS |
| ISHARES TR | 5689 | 508965 | CORE MSCI EAFE |
| DIMENSIONAL ETF TRUST | 14443 | 494103 | US LARGE CAP VAL |
| INVESCO EXCH TRD SLF IDX FD | 24709 | 483679 | BULSHS 2026 CB |
| VANGUARD INDEX FDS | 1859 | 479530 | SMALL CP ETF |
| FIRST TR EXCHANGE-TRADED FD | 1765 | 475103 | DJ INTERNT IDX |
| INVESCO QQQ TR | 772 | 474362 | UNIT SER 1 |
| INVESCO EXCH TRD SLF IDX FD | 26796 | 453382 | INVSCO 30 CORP |
| ISHARES TR | 2232 | 443320 | MSCI USA QLT FCT |
| INVESCO EXCH TRD SLF IDX FD | 23361 | 440014 | BULETSHS 2029 |
| SPDR INDEX SHS FDS | 9868 | 438254 | PORTFOLIO DEVLPD |
| ISHARES TR | 3311 | 435695 | S&P MC 400VL ETF |
| ISHARES INC | 3647 | 433082 | MSCI GBL MIN VOL |
| SCHWAB STRATEGIC TR | 15785 | 432977 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 1394 | 421142 | SML CP GRW ETF |
| ISHARES TR | 5709 | 391040 | MRNING SM CP ETF |
| VANGUARD SPECIALIZED FUNDS | 1668 | 366594 | DIV APP ETF |
| ISHARES TR | 2517 | 355246 | S&P SML 600 GWT |
| ISHARES TR | 2342 | 348204 | CORE S&P TTL STK |
| INVESCO EXCHANGE TRADED FD T | 5973 | 344848 | DORSEY WRGT FINL |
| PARK NATL CORP | 2225 | 338594 | COM |
| ISHARES TR | 3213 | 296400 | U.S. FIN SVC ETF |
| VISA INC | 840 | 294597 | COM CL A |
| COSTCO WHSL CORP NEW | 323 | 278568 | COM |
| VANECK ETF TRUST | 2589 | 268117 | MRNGSTR WDE MOAT |
| INVESCO EXCH TRADED FD TR II | 4275 | 266623 | S&P MIDCP LOW |
| ALPS ETF TR | 3236 | 266485 | BARRONS 400 ETF |
| SCHWAB STRATEGIC TR | 9884 | 265975 | US LRG CAP ETF |
| ISHARES TR | 2693 | 258594 | MSCI EAFE ETF |
| INTERNATIONAL BUSINESS MACHS | 869 | 257407 | COM |
| FIRST TR EXCHANGE TRADED FD | 3665 | 254608 | RISNG DIVD ACHIV |
| AMERICAN CENTY ETF TR | 2361 | 240800 | US SML CP VALU |
| FTAI AVIATION LTD | 1221 | 240354 | SHS |
| VANGUARD INDEX FDS | 486 | 237100 | GROWTH ETF |
| PACER FDS TR | 3000 | 235950 | TRENDPILOT 100 |
| SCHWAB STRATEGIC TR | 5031 | 229080 | INTL SCEQT ETF |
| VANGUARD INDEX FDS | 774 | 224631 | MID CAP ETF |
| ABBVIE INC | 967 | 220950 | COM |
| SCHWAB STRATEGIC TR | 8330 | 218485 | US BRD MKT ETF |
| ISHARES GOLD TR | 2667 | 216481 | ISHARES NEW |
| VANGUARD WHITEHALL FDS | 1490 | 213781 | HIGH DIV YLD |
| DIMENSIONAL ETF TRUST | 2799 | 207089 | WORLD EQUITY ETF |
| ELI LILLY & CO | 192 | 206339 | COM |
| ISHARES TR | 2382 | 205448 | MSCI EAFE MIN VL |
| GOLDEN MATRIX GROUP INC | 10000 | 8008 | COM |
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