Sensible Money, LLC — 13F Holdings & Portfolio
CIK 1965229 · latest 13F-HR filed 2026-04-21
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
$328.7M
Long-equity book
Holdings
86
Distinct positions
Period
2026-03-31
Filed 2026-04-21
Q/Q Activity
+4 / −4 / ↑18 / ↓24
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$5.9M +9.8%
- DIMENSIONAL ETF TRUST$5.5M +6.9%
- DIMENSIONAL ETF TRUST$3.3M +14.7%
- DIMENSIONAL ETF TRUST$2.5M +10.1%
- DIMENSIONAL ETF TRUST$2.1M +8.6%
Top Trims
- APPLE INC-$4.3M -52.9%
- STATE STR SPDR S&P 500 ETF T-$517.0K -21.8%
- MICROSOFT CORP-$292.4K -23.6%
- VANGUARD INDEX FDS-$269.2K -11.5%
- ALPHABET INC-$184.1K -11.7%
New Positions
- BERKSHIRE HATHAWAY INC DEL$976.1K
- DIMENSIONAL ETF TRUST$340.1K
- DIMENSIONAL ETF TRUST$214.1K
- VANGUARD INTL EQUITY INDEX F$202.1K
Exited Positions
- INTERNATIONAL BUSINESS MACHS$257.4K
- VANGUARD WHITEHALL FDS$213.8K
- ELI LILLY & CO$206.3K
- GOLDEN MATRIX GROUP INC$8.0K
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 | $85.9M | 26.13% | 2,210,467 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $66.7M | 20.30% | 1,068,341 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFEV | 25434V740 | $27.2M | 8.26% | 758,832 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $26.0M | 7.91% | 752,742 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $25.7M | 7.83% | 724,079 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $24.9M | 7.58% | 733,377 | SH |
| 7 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $12.3M | 3.75% | 312,922 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $3.9M | 1.18% | 15,289 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $3.7M | 1.13% | 127,320 | SH |
| 10 | SCHWAB STRATEGIC TR | FNDE | 808524730 | $3.2M | 0.99% | 84,808 | SH |
| 11 | FREEPORT MCMORAN INC | FCX | 35671D857 | $2.3M | 0.68% | 38,300 | SH |
| 12 | VANGUARD INDEX FDS | VTI | 922908769 | $2.1M | 0.63% | 6,465 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $2.0M | 0.60% | 27,808 | SH |
| 14 | SPDR SERIES TRUST | SLYV | 78464A300 | $1.9M | 0.57% | 19,861 | SH |
| 15 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.9M | 0.56% | 2,846 | SH |
| 16 | ISHARES TR | IVV | 464287200 | $1.6M | 0.50% | 2,519 | SH |
| 17 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $1.6M | 0.48% | 24,586 | SH |
| 18 | ISHARES INC | IEMG | 46434G103 | $1.6M | 0.48% | 22,432 | SH |
| 19 | ALPHABET INC | GOOGL | 02079K305 | $1.4M | 0.42% | 4,818 | SH |
| 20 | ISHARES TR | IWV | 464287689 | $1.4M | 0.42% | 3,729 | SH |
| 21 | VANGUARD INDEX FDS | VOO | 922908363 | $1.2M | 0.36% | 1,953 | SH |
| 22 | AMERICAN CENTY ETF TR | AVES | 025072372 | $980.0K | 0.30% | 16,339 | SH |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $976.1K | 0.30% | 2,037 | SH |
| 24 | MICROSOFT CORP | MSFT | 594918104 | $944.7K | 0.29% | 2,552 | SH |
| 25 | ALPHABET INC | GOOG | 02079K107 | $929.8K | 0.28% | 3,241 | SH |
| 26 | FIRST TR EXCHANGE-TRADED FD | QTEC | 337345102 | $921.4K | 0.28% | 4,266 | SH |
| 27 | ISHARES TR | IJR | 464287804 | $906.4K | 0.28% | 7,292 | SH |
| 28 | INVESCO EXCH TRD SLF IDX FD | BSCS | 46138J643 | $862.2K | 0.26% | 42,219 | SH |
| 29 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $809.6K | 0.25% | 10,048 | SH |
| 30 | ISHARES TR | USMV | 46429B697 | $804.8K | 0.24% | 8,678 | SH |
| 31 | WISDOMTREE TR | EZM | 97717W570 | $797.6K | 0.24% | 11,866 | SH |
| 32 | INVESCO EXCH TRADED FD TR II | SPLV | 46138E354 | $764.5K | 0.23% | 10,453 | SH |
| 33 | AMAZON COM INC | AMZN | 023135106 | $743.9K | 0.23% | 3,572 | SH |
| 34 | SCHWAB STRATEGIC TR | FNDC | 808524748 | $689.4K | 0.21% | 14,870 | SH |
| 35 | NVIDIA CORPORATION | NVDA | 67066G104 | $684.9K | 0.21% | 3,927 | SH |
| 36 | INVESCO EXCHANGE TRADED FD T | RSPH | 46137V332 | $659.0K | 0.20% | 21,825 | SH |
| 37 | JPMORGAN CHASE & CO | JPM | 46625H100 | $658.6K | 0.20% | 2,239 | SH |
| 38 | ISHARES TR | IYW | 464287721 | $580.5K | 0.18% | 3,200 | SH |
| 39 | INVESCO EXCH TRADED FD TR II | PDN | 46138E735 | $535.6K | 0.16% | 12,350 | SH |
| 40 | INVESCO EXCH TRD SLF IDX FD | BSCU | 46138J460 | $530.6K | 0.16% | 31,735 | SH |
| 41 | INVESCO EXCHANGE TRADED FD T | PKW | 46137V308 | $527.5K | 0.16% | 4,019 | SH |
| 42 | DIMENSIONAL ETF TRUST | DFLV | 25434V666 | $527.5K | 0.16% | 14,770 | SH |
| 43 | INVESCO EXCH TRD SLF IDX FD | BSCR | 46138J783 | $526.8K | 0.16% | 26,844 | SH |
| 44 | ISHARES TR | IEFA | 46432F842 | $502.0K | 0.15% | 5,545 | SH |
| 45 | DIMENSIONAL ETF TRUST | DFAW | 25434V617 | $491.8K | 0.15% | 6,666 | SH |
| 46 | INVESCO EXCH TRD SLF IDX FD | BSCQ | 46138J791 | $484.4K | 0.15% | 24,803 | SH |
| 47 | INVESCO EXCH TRD SLF IDX FD | BSCT | 46138J577 | $461.8K | 0.14% | 24,750 | SH |
| 48 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $450.5K | 0.14% | 9,868 | SH |
| 49 | INVESCO QQQ TR | QQQ | 46090E103 | $445.7K | 0.14% | 772 | SH |
| 50 | ISHARES TR | IJJ | 464287705 | $438.7K | 0.13% | 3,311 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $328.7M | 86 | 0001965229-26-000002 |
| 2025-12-31 | 2026-02-09 | $313.1M | 86 | 0001965229-26-000001 |