SACHEM HILL LLC — 13F Holdings & Portfolio
CIK 1994333 · latest 13F-HR filed 2026-05-13
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
$516.3M
Long-equity book
Holdings
65
Distinct positions
Period
2026-03-31
Filed 2026-05-13
Q/Q Activity
+1 / −2 / ↑8 / ↓12
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$1.4M +9.8%
- DIMENSIONAL ETF TRUST$469.8K +8.9%
- DIMENSIONAL ETF TRUST$361.8K +8.3%
- STRYKER CORPORATION$232.4K +72.2%
- JPMORGAN CHASE & CO$196.7K +29.1%
Top Trims
- ISHARES TR-$2.3M -6.2%
- ISHARES TR-$2.3M -6.9%
- VANGUARD INDEX FDS-$742.7K -5.2%
- VANGUARD TAX-MANAGED FDS-$526.1K -7.9%
- ISHARES TR-$84.5K -28.6%
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 | ISHARES TR | QUAL | 46432F339 | $66.4M | 12.86% | 346,003 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $51.4M | 9.96% | 1,060,870 | SH |
| 3 | ISHARES TR | IVV | 464287200 | $35.8M | 6.94% | 54,846 | SH |
| 4 | DBX ETF TR | DBEF | 233051200 | $35.4M | 6.85% | 715,970 | SH |
| 5 | ISHARES TR | IWB | 464287622 | $31.5M | 6.09% | 88,231 | SH |
| 6 | VANGUARD MALVERN FDS | VCRB | 922020748 | $31.4M | 6.08% | 405,398 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $30.3M | 5.86% | 573,203 | SH |
| 8 | ISHARES TR | IEF | 464287440 | $30.1M | 5.82% | 314,918 | SH |
| 9 | ISHARES TR | HEFA | 46434V803 | $29.5M | 5.70% | 693,072 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $17.8M | 3.45% | 514,846 | SH |
| 11 | VANGUARD INDEX FDS | VNQ | 922908553 | $17.5M | 3.39% | 197,319 | SH |
| 12 | DIMENSIONAL ETF TRUST | DFLV | 25434V666 | $15.3M | 2.96% | 427,260 | SH |
| 13 | VANGUARD INDEX FDS | VOO | 922908363 | $13.5M | 2.61% | 22,552 | SH |
| 14 | ISHARES TR | IWC | 464288869 | $9.6M | 1.87% | 60,448 | SH |
| 15 | ISHARES TR | SCZ | 464288273 | $8.7M | 1.69% | 111,144 | SH |
| 16 | ISHARES INC | IEMG | 46434G103 | $8.5M | 1.65% | 122,401 | SH |
| 17 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $8.3M | 1.60% | 209,665 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $7.3M | 1.42% | 117,577 | SH |
| 19 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $6.2M | 1.19% | 96,148 | SH |
| 20 | WISDOMTREE TR | DFJ | 97717W836 | $5.8M | 1.13% | 56,956 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFSE | 25434V682 | $5.8M | 1.12% | 136,088 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $4.7M | 0.92% | 135,285 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFIS | 25434V773 | $4.0M | 0.77% | 118,479 | SH |
| 24 | VANGUARD SCOTTSDALE FDS | VONE | 92206C730 | $3.0M | 0.57% | 10,052 | SH |
| 25 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $2.9M | 0.56% | 40,583 | SH |
| 26 | SPDR INDEX SHS FDS | RWX | 78463X863 | $2.6M | 0.51% | 97,952 | SH |
| 27 | ISHARES TR | EFA | 464287465 | $2.6M | 0.50% | 26,660 | SH |
| 28 | ISHARES TR | IWM | 464287655 | $2.5M | 0.48% | 9,982 | SH |
| 29 | FIDELITY COVINGTON TRUST | FREL | 316092857 | $2.4M | 0.47% | 90,648 | SH |
| 30 | SCHWAB STRATEGIC TR | SCHH | 808524847 | $2.2M | 0.43% | 104,160 | SH |
| 31 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.9M | 0.37% | 35,496 | SH |
| 32 | ISHARES TR | EEM | 464287234 | $1.9M | 0.37% | 33,770 | SH |
| 33 | VANGUARD INDEX FDS | VB | 922908751 | $1.8M | 0.34% | 6,699 | SH |
| 34 | UNION PAC CORP | UNP | 907818108 | $1.5M | 0.29% | 6,173 | SH |
| 35 | VANGUARD INDEX FDS | VO | 922908629 | $1.2M | 0.23% | 4,192 | SH |
| 36 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $1.1M | 0.21% | 43,056 | SH |
| 37 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $1.1M | 0.21% | 7,529 | SH |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $957.4K | 0.19% | 1,998 | SH |
| 39 | JPMORGAN CHASE & CO | JPM | 46625H100 | $873.1K | 0.17% | 2,968 | SH |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $718.1K | 0.14% | 1 | SH |
| 41 | ISHARES TR | IWF | 464287614 | $693.3K | 0.13% | 1,626 | SH |
| 42 | ISHARES TR | IJS | 464287879 | $662.8K | 0.13% | 5,595 | SH |
| 43 | ISHARES TR | IEFA | 46432F842 | $640.9K | 0.12% | 7,079 | SH |
| 44 | WALMART INC | WMT | 931142103 | $584.6K | 0.11% | 4,704 | SH |
| 45 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $572.1K | 0.11% | 23,116 | SH |
| 46 | STRYKER CORPORATION | SYK | 863667101 | $554.3K | 0.11% | 1,687 | SH |
| 47 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $501.5K | 0.10% | 771 | SH |
| 48 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $485.4K | 0.09% | 14,731 | SH |
| 49 | VANGUARD INDEX FDS | VTV | 922908744 | $441.5K | 0.09% | 2,250 | SH |
| 50 | SCHWAB STRATEGIC TR | SCHC | 808524888 | $440.2K | 0.09% | 9,419 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $516.3M | 65 | 0001941040-26-000331 |
| 2025-12-31 | 2026-02-12 | $514.7M | 66 | 0001941040-26-000110 |
| 2025-09-30 | 2025-10-30 | $499.9M | 65 | 0001941040-25-000584 |