Trailhead Planners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Trailhead Planners LLC held in its portfolio 50 assets valued at $101,799,512 (i.e. $101.80M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($10.94M), AMERICAN CENTY ETF TR ($9.72M), and DIMENSIONAL ETF TRUST ($9.19M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Trailhead Planners LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 287109 | 10941724 | INTL CORE EQT MK |
| AMERICAN CENTY ETF TR | 128253 | 9717730 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 241530 | 9185386 | US HIGH PROFITAB |
| AMERICAN CENTY ETF TR | 118708 | 8459577 | AVANTIS RESPONSI |
| AMERICAN CENTY ETF TR | 107749 | 8221249 | AVANTIS RESPON U |
| AMERICAN CENTY ETF TR | 61624 | 6284416 | US SML CP VALU |
| ISHARES TR | 40645 | 4079945 | 0-3 MNTH TREASRY |
| DIMENSIONAL ETF TRUST | 124573 | 3944604 | INTL HIGH PROFIT |
| AMERICAN CENTY ETF TR | 34482 | 3240274 | INTL SMCP VLU |
| AMERICAN CENTY ETF TR | 53653 | 3128498 | EMERGING MKT VAL |
| DIMENSIONAL ETF TRUST | 93151 | 3063736 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 69409 | 2637542 | INTL SMALL CAP V |
| AMERICAN CENTY ETF TR | 32294 | 2487317 | AVANTIS EMGMKT |
| AMERICAN CENTY ETF TR | 27220 | 2240750 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 59637 | 2055091 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 85101 | 1948915 | US REAL ESTATE E |
| APPLE INC | 6951 | 1889691 | COM |
| AMERICAN CENTY ETF TR | 15755 | 1761094 | US EQT ETF |
| TIDAL TRUST II | 87465 | 1567373 | RTN STACKED BD |
| DIMENSIONAL ETF TRUST | 41032 | 1336412 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 26996 | 1068780 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 22689 | 1061845 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 16302 | 813461 | INTERNATNAL VAL |
| CHEVRON CORP NEW | 4988 | 760251 | COM |
| DIMENSIONAL ETF TRUST | 13806 | 699274 | ULTRASHORT FIXED |
| DIMENSIONAL ETF TRUST | 11476 | 683270 | US TARGETED VLU |
| INVESCO EXCH TRADED FD TR II | 9700 | 635787 | RAFI DVLPD MRKTS |
| MICROSOFT CORP | 1116 | 539878 | COM |
| INVESCO EXCHANGE TRADED FD T | 10460 | 480009 | RAFI US 1500 |
| VANGUARD INDEX FDS | 1412 | 473520 | TOTAL STK MKT |
| JPMORGAN CHASE & CO. | 1461 | 470763 | COM |
| ISHARES TR | 10059 | 462515 | ESG AWARE MSCI |
| INVESCO EXCHANGE TRADED FD T | 9550 | 448086 | RAFI US 1000 ETF |
| DIMENSIONAL ETF TRUST | 9194 | 399295 | US SUSTAINABILTY |
| AMERICAN CENTY ETF TR | 8441 | 397444 | AVANTIS SHFXDINC |
| ALPHABET INC | 1253 | 392177 | CAP STK CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 1206 | 366491 | SPONSORED ADS |
| SPDR SERIES TRUST | 12290 | 359851 | STATE STREET SPD |
| EXXON MOBIL CORP | 2988 | 359576 | COM |
| INVESCO EXCH TRADED FD TR II | 12280 | 316947 | RAFI EMRGNG MRKT |
| AMERICAN CENTY ETF TR | 7439 | 311865 | AVANTIS CORE FI |
| NVIDIA CORPORATION | 1499 | 279564 | COM |
| AMAZON COM INC | 1158 | 267290 | COM |
| ISHARES TR | 4000 | 264000 | CORE S&P MCP ETF |
| ISHARES TR | 1580 | 235388 | ESG AWR MSCI USA |
| VANGUARD INDEX FDS | 446 | 217586 | GROWTH ETF |
| UNITEDHEALTH GROUP INC | 651 | 214934 | COM |
| AMERICAN CENTY ETF TR | 4629 | 214045 | CORE MUNI FXD IN |
| AMERICAN CENTY ETF TR | 2916 | 207707 | INTERNATIONAL LR |
| BERKSHIRE HATHAWAY INC DEL | 411 | 206589 | CL B NEW |
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