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Sensible Money, LLC — 13F Holdings & Portfolio

CIK 1965229 · latest 13F-HR filed 2026-07-30

Backtest portfolio

Sensible Money, LLC manages $377.1M in 13F-reported U.S. long-equity assets across 101 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (26.13%), DFAT (20.23%), DFEV (8.46%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions, exited 3, added to 62, and trimmed 5.

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.

Filer Information
Address
4200 N MARSHALL WAY SUITE 2
SCOTTSDALE, AZ 85251
Phone
(480) 719-7290
Filing Manager
Sensible Money, LLC
SCOTTSDALE, AZ
Signatory
Dana Anspach
CEO
Loading holdings…
AUM

$377.1M

Long-equity book

Holdings

101

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+18 / −3 / ↑62 / ↓5

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$12.7M +14.7%
  • DIMENSIONAL ETF TRUST$9.6M +14.3%
  • DIMENSIONAL ETF TRUST$4.8M +17.6%
  • DIMENSIONAL ETF TRUST$4.5M +17.4%
  • DIMENSIONAL ETF TRUST$2.6M +10.2%
Show all 62 →

Top Trims

  • INVESCO EXCH TRADED FD TR II-$270.0K -35.3%
  • SCHWAB STRATEGIC TR-$150.6K -21.8%
  • COSTCO WHOLESALE CORPORATION-$60.7K -18.8%
  • BERKSHIRE HATHAWAY INC DEL-$51.4K -5.3%
  • ISHARES GOLD TR-$33.7K -14.3%
Show all 5 →

New Positions

  • SPDR SERIES TRUST$836.0K
  • INVESCO EXCH TRADED FD TR II$802.5K
  • INVESCO EXCH TRADED FD TR II$627.2K
  • ISHARES TR$505.8K
  • PALO ALTO NETWORKS INC$372.1K
Show all 18 →

Exited Positions

  • VANGUARD SPECIALIZED FUNDS$347.1K
  • FIRST TR EXCHANGE TRADED FD$250.2K
  • PACER FDS TR$218.9K
Show all 3 →
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 $98.6M 26.13% 2,221,756 SH
2 DIMENSIONAL ETF TRUST DFAT 25434V609 $76.3M 20.23% 1,091,399 SH
3 DIMENSIONAL ETF TRUST DFEV 25434V740 $31.9M 8.46% 748,053 SH
4 DIMENSIONAL ETF TRUST DFEM 25434V732 $30.5M 8.10% 751,422 SH
5 DIMENSIONAL ETF TRUST DFIC 25434V799 $28.3M 7.52% 760,816 SH
6 DIMENSIONAL ETF TRUST DFAX 25434V880 $24.9M 6.60% 675,314 SH
7 DIMENSIONAL ETF TRUST DISV 25434V781 $12.8M 3.40% 319,752 SH
8 SCHWAB STRATEGIC TR SCHA 808524607 $4.6M 1.22% 126,857 SH
9 APPLE INC AAPL 037833100 $4.0M 1.07% 13,993 SH
10 SCHWAB STRATEGIC TR FNDE 808524730 $3.3M 0.89% 84,214 SH
11 VANGUARD INDEX FDS VTI 922908769 $3.0M 0.79% 8,088 SH
12 DIMENSIONAL ETF TRUST DFUS 25434V401 $2.4M 0.65% 29,709 SH
13 FREEPORT MCMORAN INC FCX 35671D857 $2.4M 0.64% 38,368 SH
14 SPDR SERIES TRUST SLYV 78464A300 $2.2M 0.57% 19,795 SH
15 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.1M 0.56% 2,849 SH
16 VANGUARD TAX-MANAGED FDS VEA 921943858 $2.1M 0.55% 29,280 SH
17 ISHARES INC IEMG 46434G103 $1.9M 0.49% 22,419 SH
18 ISHARES TR IVV 464287200 $1.8M 0.48% 2,417 SH
19 ALPHABET INC GOOGL 02079K305 $1.7M 0.45% 4,736 SH
20 ISHARES TR IWV 464287689 $1.6M 0.42% 3,729 SH
21 FIRST TR EXCHANGE-TRADED FD QTEC 337345102 $1.4M 0.38% 4,266 SH
22 VANGUARD INDEX FDS VOO 922908363 $1.4M 0.36% 1,971 SH
23 ISHARES TR IJR 464287804 $1.1M 0.29% 7,483 SH
24 AMERICAN CENTY ETF TR AVES 025072372 $1.1M 0.28% 16,341 SH
25 ALPHABET INC GOOG 02079K107 $1.0M 0.27% 2,935 SH
26 AMERICAN CENTY ETF TR AVEM 025072604 $969.6K 0.26% 10,048 SH
27 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $924.7K 0.25% 1,848 SH
28 INVESCO EXCH TRD SLF IDX FD BSCS 46138J643 $906.8K 0.24% 44,526 SH
29 MICROSOFT CORP MSFT 594918104 $902.4K 0.24% 2,419 SH
30 WISDOMTREE TR EZM 97717W570 $899.2K 0.24% 11,866 SH
31 SPDR SERIES TRUST SPYM 78464A854 $836.0K 0.22% 9,513 SH
32 ISHARES TR USMV 46429B697 $834.7K 0.22% 8,653 SH
33 AMAZON COM INC AMZN 023135106 $815.1K 0.22% 3,420 SH
34 ISHARES TR IYW 464287721 $807.1K 0.21% 3,200 SH
35 INVESCO EXCH TRADED FD TR II RWJ 46138G664 $802.5K 0.21% 13,487 SH
36 NVIDIA CORPORATION NVDA 67066G104 $786.0K 0.21% 3,928 SH
37 INVESCO EXCHANGE TRADED FD T RSPH 46137V332 $724.4K 0.19% 21,825 SH
38 DIMENSIONAL ETF TRUST DFAW 25434V617 $714.1K 0.19% 8,625 SH
39 JPMORGAN CHASE & CO JPM 46625H100 $668.0K 0.18% 2,041 SH
40 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $627.2K 0.17% 2,070 SH
41 DIMENSIONAL ETF TRUST DFLV 25434V666 $585.9K 0.16% 14,818 SH
42 INVESCO QQQ TR QQQ 46090E103 $584.1K 0.15% 793 SH
43 INVESCO EXCHANGE TRADED FD T PKW 46137V308 $564.1K 0.15% 3,982 SH
44 INVESCO EXCH TRADED FD TR II PDN 46138E735 $557.2K 0.15% 12,387 SH
45 SCHWAB STRATEGIC TR FNDC 808524748 $538.8K 0.14% 11,096 SH
46 INVESCO EXCH TRD SLF IDX FD BSCR 46138J783 $535.0K 0.14% 27,273 SH
47 ISHARES TR IEFA 46432F842 $534.3K 0.14% 5,532 SH
48 INVESCO EXCH TRD SLF IDX FD BSCU 46138J460 $528.6K 0.14% 31,757 SH
49 VANGUARD INDEX FDS VBK 922908595 $514.5K 0.14% 1,407 SH
50 ISHARES TR LQD 464287242 $505.8K 0.13% 4,637 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $377.1M 101 0001965229-26-000004
2026-03-31 2026-04-21 $328.7M 86 0001965229-26-000002
2025-12-31 2026-02-09 $313.1M 86 0001965229-26-000001