Sprinkle Financial Consultants LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, Sprinkle Financial Consultants LLC held in its portfolio 87 assets valued at $196,838,871 (i.e. $196.84M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($22.55M), J P MORGAN EXCHANGE TRADED F ($16.23M), and ISHARES TR ($11.63M).
The chart below shows the top 10 valuable assets, and the table below shows the top 87 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sprinkle Financial Consultants LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 837859 | 22546726 | US LRG CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 174866 | 16228665 | ACTIVE GROWTH |
| ISHARES TR | 96766 | 11629227 | CORE S&P SCP ETF |
| DIMENSIONAL ETF TRUST | 356193 | 9410655 | GLOBAL REAL EST |
| ONEOK INC NEW | 117965 | 8670428 | COM |
| DIMENSIONAL ETF TRUST | 166538 | 7759160 | US MKTWIDE VALUE |
| J P MORGAN EXCHANGE TRADED F | 149867 | 7504429 | DIVERSFD EQT ETF |
| J P MORGAN EXCHANGE TRADED F | 157076 | 7437585 | CORE PLUS BD ETF |
| ISHARES TR | 7974 | 5463624 | CORE S&P500 ETF |
| T ROWE PRICE ETF INC | 126593 | 4838330 | CAP APPRECIATION |
| J P MORGAN EXCHANGE TRADED F | 72380 | 4808092 | HEDGED EQUITY LA |
| AMERICAN CENTY ETF TR | 55876 | 4800557 | AVANTIS ALL EQT |
| DIMENSIONAL ETF TRUST | 136127 | 4690979 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 125089 | 4279303 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 47195 | 3491239 | WORLD EQUITY ETF |
| GMO ETF TRUST | 79004 | 3038452 | GMO US QUALITY E |
| PIMCO ETF TR | 108228 | 2887571 | MULTISECTOR BD |
| PIMCO ETF TR | 63293 | 2868404 | MUNI INCOME OPP |
| APPLE INC | 10436 | 2837018 | COM |
| VANGUARD INDEX FDS | 8268 | 2772012 | TOTAL STK MKT |
| AMERICAN CENTY ETF TR | 35346 | 2722223 | AVANTIS EMGMKT |
| AMAZON COM INC | 11337 | 2616805 | COM |
| ISHARES TR | 21194 | 2612412 | S&P 500 GRWT ETF |
| ONE GAS INC | 29734 | 2296952 | COM |
| DIMENSIONAL ETF TRUST | 31120 | 2167974 | US SMALL CAP ETF |
| AMERICAN CENTY ETF TR | 26155 | 1981872 | US LARGE CAP VLU |
| SCHWAB STRATEGIC TR | 59669 | 1946335 | US LCAP GR ETF |
| DIMENSIONAL ETF TRUST | 56197 | 1859020 | EMERGING MKTS CO |
| ALPHABET INC | 5462 | 1709510 | CAP STK CL A |
| AMERICAN CENTY ETF TR | 38269 | 1665804 | REAL ESTATE ETF |
| MICROSOFT CORP | 3184 | 1539787 | COM |
| EOG RES INC | 13791 | 1448193 | COM |
| SCHWAB STRATEGIC TR | 49686 | 1415063 | US SML CAP ETF |
| BERKSHIRE HATHAWAY INC DEL | 2815 | 1414962 | CL B NEW |
| HARRIS OAKMARK ETF TRUST | 47325 | 1342148 | OAKMARK U S LRG |
| ISHARES TR | 8767 | 1303530 | CORE S&P TTL STK |
| ISHARES TR | 2737 | 1295201 | RUS 1000 GRW ETF |
| DIMENSIONAL ETF TRUST | 39239 | 1284303 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 38652 | 1271251 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 32888 | 1071147 | EMGR CRE EQT MNG |
| VANGUARD MUN BD FDS | 10000 | 1008300 | INTERMEDIATE TRM |
| VANGUARD MUN BD FDS | 13231 | 999867 | CORE TAX EXEMPT |
| INVESCO QQQ TR | 1564 | 961668 | UNIT SER 1 |
| META PLATFORMS INC | 1381 | 911660 | CL A |
| ISHARES TR | 3575 | 879844 | RUSSELL 2000 ETF |
| DIMENSIONAL ETF TRUST | 21389 | 846757 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 36481 | 835396 | US REAL ESTATE E |
| NVIDIA CORPORATION | 4142 | 772421 | COM |
| VANGUARD INDEX FDS | 1205 | 755426 | S&P 500 ETF SHS |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| GE AEROSPACE | 2433 | 749438 | COM NEW |
| VERIZON COMMUNICATIONS INC | 18042 | 734851 | COM |
| ISHARES TR | 6432 | 731540 | SP SMCP600VL ETF |
| RBB FUND TRUST | 14625 | 673159 | FIRST EAGLE GBL |
| ISHARES TR | 1766 | 659808 | RUS 1000 ETF |
| ISHARES TR | 11875 | 625807 | ESG SELECT SCRE |
| JPMORGAN CHASE & CO. | 1919 | 618447 | COM |
| ALPHABET INC | 1912 | 600091 | CAP STK CL C |
| BLACKROCK ETF TRUST II | 11300 | 563588 | ISHARES HIGH YIE |
| ISHARES TR | 3880 | 547542 | S&P SML 600 GWT |
| ISHARES TR | 5965 | 533622 | CORE MSCI EAFE |
| AMERICAN CENTY ETF TR | 6232 | 513060 | INTL EQT ETF |
| CHEVRON CORP NEW | 3231 | 492421 | COM |
| DIMENSIONAL ETF TRUST | 5590 | 411641 | US CORE EQUITY 1 |
| AMERICAN CENTY ETF TR | 5224 | 398585 | AVANTIS RESPON U |
| DIMENSIONAL ETF TRUST | 8390 | 392619 | US CORE EQT MKT |
| MASTEC INC | 1763 | 383223 | COM |
| AT&T INC | 15217 | 377991 | COM |
| GE VERNOVA INC | 574 | 375150 | COM |
| DIMENSIONAL ETF TRUST | 9592 | 365544 | INTL CORE EQT MK |
| EXXON MOBIL CORP | 2963 | 356529 | COM |
| ISHARES TR | 7888 | 335907 | ESG SELECT SCREE |
| WELLS FARGO CO NEW | 3508 | 326945 | COM |
| WILLIAMS COS INC | 5097 | 306386 | COM |
| SCHWAB STRATEGIC TR | 11349 | 272839 | INTL EQTY ETF |
| AMERICAN CENTY ETF TR | 3661 | 271872 | AVANTIS RESPONSI |
| SELECT SECTOR SPDR TR | 5939 | 265481 | STATE STREET ENE |
| VANGUARD INDEX FDS | 2913 | 257769 | REAL ESTATE ETF |
| ANTERO MIDSTREAM CORP | 14220 | 252974 | COM |
| VITESSE ENERGY INC | 12739 | 245353 | COMMON STOCK |
| SSGA ACTIVE TR | 8402 | 244042 | STATE STREET NUV |
| SCHWAB STRATEGIC TR | 7369 | 232214 | FUNDAMENTAL US S |
| PIMCO EQUITY SER | 5283 | 221845 | RAFI ESG US |
| ORACLE CORP | 1126 | 219410 | COM |
| MARKEL GROUP INC | 100 | 214965 | COM |
| DIMENSIONAL ETF TRUST | 4091 | 211889 | GLOBAL SUSTAINA |
| VANGUARD WORLD FD | 2810 | 201237 | ESG INTL STK ETF |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.