AWM CAPITAL, LLC — 13F Holdings & Portfolio

CIK 1806820 · latest 13F-HR filed 2026-05-12

AWM CAPITAL, LLC manages $1.10B in 13F-reported U.S. long-equity assets across 113 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DFAC (17.06%), DFSU (12.20%), DFIC (11.30%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 14 new positions, exited 4, added to 22, and trimmed 29.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.10B

Long-equity book

Holdings

113

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+14 / −4 / ↑22 / ↓29

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INSTL INDEX FD$28.0M +1534.3%
  • DIMENSIONAL ETF TRUST$2.5M +15.2%
  • DIMENSIONAL ETF TRUST$2.5M +8.4%
  • DIMENSIONAL ETF TRUST$2.4M +6.5%
  • ISHARES TR$1.7M +87.6%
Show all 22

Top Trims

  • ISHARES TR-$30.7M -31.5%
  • INVESCO EXCH TRADED FD TR II-$24.9M -28.2%
  • THE TRADE DESK INC-$1.2M -40.6%
  • DIMENSIONAL ETF TRUST-$923.3K -7.3%
  • VANGUARD MUN BD FDS-$852.3K -71.6%
Show all 29

New Positions

  • VANGUARD SPECIALIZED FUNDS$3.1M
  • ISHARES TR$2.2M
  • GOLDMAN SACHS ETF TR$1.7M
  • VANGUARD INTL EQUITY INDEX F$1.5M
  • ISHARES INC$1.2M
Show all 14

Exited Positions

  • ETFS GOLD TR$525.6K
  • MONGODB INC$342.5K
  • ISHARES GOLD TR$232.8K
  • AMERICAN EXPRESS CO$211.2K
Show all 4
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $188.5M 17.06% 4,851,503 SH
2 DIMENSIONAL ETF TRUST DFSU 25434V716 $134.8M 12.20% 3,280,951 SH
3 DIMENSIONAL ETF TRUST DFIC 25434V799 $124.9M 11.30% 3,515,056 SH
4 ISHARES TR SGOV 46436E718 $66.7M 6.04% 662,969 SH
5 INVESCO EXCH TRADED FD TR II TBLL 46138G888 $63.6M 5.76% 602,486 SH
6 DIMENSIONAL ETF TRUST DFEM 25434V732 $62.4M 5.65% 1,807,261 SH
7 AMERICAN CENTY ETF TR AVUS 025072885 $47.3M 4.28% 425,360 SH
8 DIMENSIONAL ETF TRUST DFSI 25434V690 $39.5M 3.57% 931,193 SH
9 DIMENSIONAL ETF TRUST DFNM 25434V849 $34.4M 3.12% 718,457 SH
10 DIMENSIONAL ETF TRUST DFSE 25434V682 $32.2M 2.92% 760,676 SH
11 VANGUARD INSTL INDEX FD VBIL 922040845 $29.8M 2.70% 394,239 SH
12 DIMENSIONAL ETF TRUST DFAU 25434V104 $26.5M 2.39% 586,424 SH
13 ISHARES TR IWD 464287598 $22.5M 2.03% 105,091 SH
14 DIMENSIONAL ETF TRUST DFAI 25434V203 $21.8M 1.97% 558,710 SH
15 DIMENSIONAL ETF TRUST DFSD 25434V864 $19.0M 1.72% 395,960 SH
16 AMERICAN CENTY ETF TR AVDE 025072703 $15.3M 1.38% 180,257 SH
17 DIMENSIONAL ETF TRUST DFAE 25434V302 $14.0M 1.27% 414,880 SH
18 VANGUARD INDEX FDS VNQ 922908553 $13.2M 1.19% 148,445 SH
19 DIMENSIONAL ETF TRUST DFUS 25434V401 $11.8M 1.07% 166,457 SH
20 DIMENSIONAL ETF TRUST DFGR 25434V658 $8.9M 0.80% 333,037 SH
21 ISHARES TR IVV 464287200 $8.8M 0.80% 13,472 SH
22 ISHARES TR ICF 464287564 $8.8M 0.79% 141,490 SH
23 DIMENSIONAL ETF TRUST DFAR 25434V823 $6.3M 0.57% 265,232 SH
24 AMERICAN CENTY ETF TR AVEM 025072604 $6.3M 0.57% 77,717 SH
25 DIMENSIONAL ETF TRUST DFAX 25434V880 $5.8M 0.52% 170,485 SH
26 DIMENSIONAL ETF TRUST DFIV 25434V807 $4.5M 0.41% 85,050 SH
27 ISHARES TR IJH 464287507 $3.7M 0.34% 55,009 SH
28 DIMENSIONAL ETF TRUST DFIP 25434V856 $3.5M 0.32% 83,841 SH
29 VANGUARD INTL EQUITY INDEX F VNQI 922042676 $3.4M 0.31% 77,462 SH
30 SPDR INDEX SHS FDS RWX 78463X863 $3.4M 0.31% 127,389 SH
31 VANGUARD SPECIALIZED FUNDS VIG 921908844 $3.1M 0.28% 14,272 SH
32 TRINITY CAP INC TRIN 896442308 $3.0M 0.27% 201,633 SH
33 FIRST FINL BANKSHARES INC FFIN 32020R109 $2.9M 0.26% 97,680 SH
34 AMERICAN CENTY ETF TR AVSU 025072281 $2.4M 0.22% 33,080 SH
35 INVESCO QQQ TR QQQ 46090E103 $2.4M 0.22% 4,166 SH
36 ISHARES TR QUAL 46432F339 $2.2M 0.20% 11,276 SH
37 SCHWAB STRATEGIC TR SCHF 808524805 $2.1M 0.19% 85,852 SH
38 SCHWAB STRATEGIC TR SCHH 808524847 $2.1M 0.19% 96,777 SH
39 ISHARES TR IVW 464287309 $1.9M 0.17% 16,890 SH
40 THE TRADE DESK INC TTD 88339J105 $1.8M 0.16% 80,149 SH
41 GOLDMAN SACHS ETF TR GSIE 381430107 $1.7M 0.16% 40,000 SH
42 ISHARES TR IJR 464287804 $1.7M 0.16% 13,809 SH
43 VANGUARD INDEX FDS VOO 922908363 $1.6M 0.15% 2,755 SH
44 ISHARES TR IVE 464287408 $1.6M 0.14% 7,361 SH
45 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.5M 0.14% 2,361 SH
46 AMAZON COM INC AMZN 023135106 $1.5M 0.14% 7,251 SH
47 VANGUARD INTL EQUITY INDEX F VWO 922042858 $1.5M 0.14% 27,903 SH
48 DIMENSIONAL ETF TRUST DFAS 25434V500 $1.5M 0.14% 21,098 SH
49 APPLE INC AAPL 037833100 $1.5M 0.13% 5,788 SH
50 ALPHABET INC GOOGL 02079K305 $1.5M 0.13% 5,062 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $1.10B 113 0001172661-26-001725
2025-12-31 2026-02-17 $1.10B 103 0001172661-26-000937
2025-09-30 2025-10-29 $1.10B 103 0001172661-25-004483