Sensible Money, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Sensible Money, Llc disclosed 104 stock positions valued at approximately $388.81M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 104
- Portfolio Value
- $388.81M
Holdings by Sector
Sensible Money, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 26.80% | 2,344,144 | +122,388 | +5.51% | $104,197,219 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 19.58% | 1,145,671 | +54,272 | +4.97% | $76,118,400 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 8.49% | 778,155 | +30,102 | +4.02% | $32,993,777 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 8.24% | 851,822 | +91,006 | +11.96% | $32,037,037 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 8.04% | 787,359 | +35,937 | +4.78% | $31,273,917 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 6.24% | 655,663 | -19,651 | -2.91% | $24,272,637 |
| DIMENSIONAL ETF TRUST | DISV | Other | 3.57% | 320,954 | +1,202 | +0.38% | $13,894,080 |
| APPLE INC | AAPL | Technology | 1.18% | 13,740 | -253 | -1.81% | $4,575,588 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.06% | 126,150 | -707 | -0.56% | $4,116,263 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.90% | 83,568 | -646 | -0.77% | $3,498,973 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.73% | 34,254 | +4,545 | +15.30% | $2,844,081 |
| VANGUARD INDEX FDS | VTI | Other | 0.62% | 6,430 | -1,658 | -20.50% | $2,406,467 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.58% | 32,055 | -6,313 | -16.45% | $2,243,850 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.52% | 2,674 | -175 | -6.14% | $2,039,500 |
| SPDR SERIES TRUST | SLYV | Other | 0.52% | 19,602 | -193 | -0.97% | $2,002,380 |
| ISHARES TR | IVV | Other | 0.49% | 2,505 | +88 | +3.64% | $1,918,503 |
| ISHARES INC | IEMG | Other | 0.46% | 22,102 | -317 | -1.41% | $1,793,806 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.45% | 24,593 | -4,687 | -16.01% | $1,736,486 |
| ISHARES TR | IWV | Other | 0.41% | 3,729 | - | - | $1,609,661 |
| ALPHABET INC | GOOGL | Communication Services | 0.39% | 4,425 | -311 | -6.57% | $1,522,719 |
| FIRST TR EXCHANGE-TRADED FD | QTEC | Other | 0.36% | 4,266 | - | - | $1,406,629 |
| VANGUARD INDEX FDS | VOO | Other | 0.36% | 1,971 | - | - | $1,381,503 |
| MICROSOFT CORP | MSFT | Technology | 0.35% | 2,632 | +213 | +8.81% | $1,349,767 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.28% | 11,500 | +1,452 | +14.45% | $1,081,274 |
| AMERICAN CENTY ETF TR | AVES | Other | 0.27% | 16,344 | +3 | +0.02% | $1,064,466 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.25% | 48,387 | +3,861 | +8.67% | $973,780 |
| ALPHABET INC | GOOG | Communication Services | 0.24% | 2,783 | -152 | -5.18% | $948,149 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.24% | 1,842 | -6 | -0.32% | $917,224 |
| SPDR SERIES TRUST | SPLG | Other | 0.23% | 9,954 | +441 | +4.64% | $893,516 |
| ISHARES TR | IYW | Other | 0.22% | 3,225 | +25 | +0.78% | $854,303 |
Showing 30 of 104 holdings in the latest reporting period.