SJS Investment Consulting Inc. — 13F Holdings & Portfolio
CIK 1894302 · latest 13F-HR filed 2026-04-23
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
$818.6M
Long-equity book
Holdings
2,895
Distinct positions
Period
2026-03-31
Filed 2026-04-23
Q/Q Activity
+515 / −129 / ↑1178 / ↓523
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$4.8M +14.9%
- DIMENSIONAL ETF TRUST$4.4M +6.7%
- VANGUARD MALVERN FDS$3.8M +12.8%
- AMERICAN CENTY ETF TR$3.4M +27.5%
- VANGUARD MALVERN FDS$1.9M +13.9%
Top Trims
- ELI LILLY & CO-$2.9M -14.3%
- APPLE INC-$2.6M -13.3%
- MICROSOFT CORP-$1.5M -33.0%
- GRAYSCALE BITCOIN TRUST ETF-$1.4M -72.2%
- GRAYSCALE BITCOIN MINI TR ET-$904.8K -96.9%
New Positions
- AMERICAN CENTY ETF TR$9.6M
- VANGUARD MALVERN FDS$298.6K
- INVESCO EXCH TRD SLF IDX FD$249.5K
- PROSHARES TR$172.0K
- TONIX PHARMACEUTICALS HLDG C$137.6K
Exited Positions
- GENEDX HOLDINGS CORP$390.2K
- JOURNEY MED CORP$115.7K
- PINNACLE FINL PARTNERS INC$41.9K
- HIGHWOODS PPTYS INC$32.3K
- CONFLUENT INC$20.4K
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 | $341.4M | 41.70% | 8,785,333 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $69.3M | 8.47% | 1,950,905 | SH |
| 3 | DIMENSIONAL ETF TRUST | DUSB | 25434V591 | $37.4M | 4.57% | 737,706 | SH |
| 4 | VANGUARD MALVERN FDS | VCRB | 922020748 | $33.8M | 4.13% | 437,209 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $21.8M | 2.66% | 455,308 | SH |
| 6 | ELI LILLY & CO | LLY | 532457108 | $17.4M | 2.13% | 18,926 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $17.3M | 2.12% | 446,439 | SH |
| 8 | VANGUARD MALVERN FDS | VTIP | 922020805 | $16.0M | 1.95% | 319,415 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $15.9M | 1.94% | 62,460 | SH |
| 10 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $15.6M | 1.91% | 140,466 | SH |
| 11 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $14.2M | 1.73% | 175,969 | SH |
| 12 | HORMEL FOODS CORP | HRL | 440452100 | $10.7M | 1.31% | 473,937 | SH |
| 13 | AMERICAN CENTY ETF TR | AVTM | 02507A606 | $9.6M | 1.18% | 205,237 | SH |
| 14 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $9.2M | 1.12% | 270,834 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $8.8M | 1.07% | 329,549 | SH |
| 16 | VANGUARD INSTL INDEX FD | VBIL | 922040845 | $8.7M | 1.07% | 115,370 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $8.6M | 1.06% | 210,344 | SH |
| 18 | NVIDIA CORPORATION | NVDA | 67066G104 | $8.2M | 1.00% | 47,032 | SH |
| 19 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $8.1M | 0.99% | 192,203 | SH |
| 20 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $4.9M | 0.60% | 57,857 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $3.8M | 0.47% | 111,302 | SH |
| 22 | ALPHABET INC | GOOGL | 02079K305 | $3.7M | 0.45% | 12,797 | SH |
| 23 | WALMART INC | WMT | 931142103 | $3.5M | 0.42% | 27,901 | SH |
| 24 | ALPHABET INC | GOOG | 02079K107 | $3.5M | 0.42% | 12,072 | SH |
| 25 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $3.5M | 0.42% | 36,649 | SH |
| 26 | VISA INC | V | 92826C839 | $3.3M | 0.40% | 10,777 | SH |
| 27 | MCDONALDS CORP | MCD | 580135101 | $3.1M | 0.38% | 10,012 | SH |
| 28 | ANDERSONS INC | ANDE | 034164103 | $2.9M | 0.35% | 39,984 | SH |
| 29 | WESBANCO INC | WSBC | 950810101 | $2.5M | 0.30% | 71,310 | SH |
| 30 | MICROSOFT CORP | MSFT | 594918104 | $2.3M | 0.28% | 6,231 | SH |
| 31 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $2.2M | 0.27% | 30,775 | SH |
| 32 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.9M | 0.23% | 10,991 | SH |
| 33 | AMAZON COM INC | AMZN | 023135106 | $1.7M | 0.21% | 8,311 | SH |
| 34 | SYSCO CORP | SYY | 871829107 | $1.5M | 0.19% | 21,493 | SH |
| 35 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.5M | 0.18% | 20,189 | SH |
| 36 | EXXON MOBIL CORP | XOM | 30231G102 | $1.4M | 0.17% | 7,964 | SH |
| 37 | VANGUARD MUN BD FDS | VCRM | 922907712 | $1.3M | 0.16% | 17,903 | SH |
| 38 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.3M | 0.16% | 4,542 | SH |
| 39 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $1.3M | 0.15% | 26,169 | SH |
| 40 | UMB FINL CORP | UMBF | 902788108 | $1.2M | 0.15% | 10,986 | SH |
| 41 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $1.1M | 0.14% | 21,205 | SH |
| 42 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.1M | 0.13% | 1,621 | SH |
| 43 | ISHARES TR | IVV | 464287200 | $1.0M | 0.13% | 1,574 | SH |
| 44 | PROCTER & GAMBLE CO | PG | 742718109 | $1.0M | 0.12% | 7,054 | SH |
| 45 | APPLE INC | AAPL | 037833100 | $1.0M | 0.12% | 3,941 | SH |
| 46 | GE VERNOVA INC | GEV | 36828A101 | $928.1K | 0.11% | 1,063 | SH |
| 47 | SCHWAB CHARLES CORP | SCHW | 808513105 | $926.1K | 0.11% | 9,854 | SH |
| 48 | JOHNSON & JOHNSON | JNJ | 478160104 | $923.5K | 0.11% | 3,778 | SH |
| 49 | VANGUARD STAR FDS | VXUS | 921909768 | $886.8K | 0.11% | 11,500 | SH |
| 50 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $873.2K | 0.11% | 876 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-23 | $818.6M | 2,895 | 0001894302-26-000004 |
| 2025-12-31 | 2026-01-21 | $790.4M | 2,890 | 0001894302-26-000001 |