Shearwater Capital 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, Shearwater Capital LLC held in its portfolio 53 assets valued at $174,205,780 (i.e. $174.21M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($67.00M), DIMENSIONAL ETF TRUST ($27.97M), and DIMENSIONAL ETF TRUST ($17.11M).
The chart below shows the top 10 valuable assets, and the table below shows the top 53 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Shearwater Capital LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1692313 | 66998676 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 854520 | 27968453 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 342883 | 17109851 | INTERNATNAL VAL |
| DOCUSIGN INC | 114428 | 7826875 | COM |
| DIMENSIONAL ETF TRUST | 134352 | 6259463 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 82445 | 4908749 | US TARGETED VLU |
| AMAZON COM INC | 14379 | 3318961 | COM |
| DIMENSIONAL ETF TRUST | 40866 | 3031063 | US EQUITY ETF |
| DIMENSIONAL ETF TRUST | 74708 | 2847120 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 75226 | 2488488 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 44700 | 2153190 | NATIONAL MUNICIP |
| TESLA INC | 4521 | 2033184 | COM |
| DIMENSIONAL ETF TRUST | 42069 | 1748173 | INFLATION PROTE |
| SPDR GOLD TR | 4278 | 1695414 | GOLD SHS |
| DIMENSIONAL ETF TRUST | 23472 | 1635259 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 34321 | 1460697 | CORE FIXED INCOM |
| STEEL DYNAMICS INC | 7291 | 1235420 | COM |
| ISHARES TR | 1800 | 1232892 | CORE S&P500 ETF |
| NVIDIA CORPORATION | 6465 | 1205725 | COM |
| DIMENSIONAL ETF TRUST | 33956 | 1105955 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 27071 | 1028694 | INTL SMALL CAP V |
| SCHWAB STRATEGIC TR | 41789 | 976599 | US AGGREGATE B |
| ALPHABET INC | 3042 | 954611 | CAP STK CL C |
| C3 AI INC | 67276 | 906880 | CL A |
| DIMENSIONAL ETF TRUST | 16384 | 885867 | GLOBAL CORE PLUS |
| DIMENSIONAL ETF TRUST | 21221 | 697970 | US SMALL CAP VAL |
| ADOBE INC | 1920 | 671981 | COM |
| DIMENSIONAL ETF TRUST | 16574 | 630309 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 23538 | 621880 | GLOBAL REAL EST |
| SCHWAB STRATEGIC TR | 21290 | 563967 | US TIPS ETF |
| APPLE INC | 2059 | 559760 | COM |
| AFFIRM HLDGS INC | 7000 | 521010 | COM CL A |
| ORACLE CORP | 2585 | 503828 | COM |
| MOODYS CORP | 964 | 492560 | COM |
| BERKSHIRE HATHAWAY INC DEL | 949 | 477015 | CL B NEW |
| ISHARES TR | 3830 | 472086 | S&P 500 GRWT ETF |
| STERIS PLC | 1694 | 429526 | SHS USD |
| DIMENSIONAL ETF TRUST | 8494 | 407282 | SHORT DURATION F |
| HUMANA INC | 1587 | 406587 | COM |
| MARRIOTT INTL INC NEW | 1102 | 341884 | CL A |
| INVESCO QQQ TR | 530 | 325584 | UNIT SER 1 |
| DEERE & CO | 692 | 322023 | COM |
| SCHWAB STRATEGIC TR | 13328 | 320395 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 9992 | 295863 | US LCAP VA ETF |
| BROADCOM INC | 850 | 294185 | COM |
| DIMENSIONAL ETF TRUST | 6225 | 291330 | US CORE EQT MKT |
| VANGUARD INDEX FDS | 747 | 250447 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 6967 | 235067 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 6978 | 220958 | INTL HIGH PROFIT |
| VANGUARD INDEX FDS | 344 | 215733 | S&P 500 ETF SHS |
| EXXON MOBIL CORP | 1731 | 208309 | COM |
| ISHARES TR | 2898 | 206946 | EAFE GRWTH ETF |
| CLOUDFLARE INC | 1040 | 205036 | CL A COM |
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