Sensible Money, LLC
13F Reported Value
ⓘ$328.7M
Holdings
86
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sensible Money, LLC disclosed 86 positions worth $328.7M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 2 new positions and exited 4 — including a new stake in $BRK.B and a full exit from $IBM. The portfolio is most concentrated in Other (93.9% of disclosed assets). All figures are sourced directly from Sensible Money, LLC’s Form 13F-HR filing with the SEC under CIK 1965229.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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DIMENSIONAL ETF TRUST
—Quality
$85.9M2,210,467 shDIMENSIONAL ETF TRUST
—Quality
$66.7M1,068,341 shDIMENSIONAL ETF TRUST
—Quality
$27.2M758,832 shDIMENSIONAL ETF TRUST
—Quality
$26.0M752,742 shDIMENSIONAL ETF TRUST
—Quality
$25.7M724,079 shDIMENSIONAL ETF TRUST
—Quality
$24.9M733,377 shDIMENSIONAL ETF TRUST
—Quality
$12.3M312,922 sh- 76.1
Quality
$3.9M15,289 sh SCHWAB STRATEGIC TR
—Quality
$3.7M127,320 shSCHWAB STRATEGIC TR
—Quality
$3.2M84,808 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $85.9M | 2,210,467 |
| DIMENSIONAL ETF TRUST | — | $66.7M | 1,068,341 |
| DIMENSIONAL ETF TRUST | — | $27.2M | 758,832 |
| DIMENSIONAL ETF TRUST | — | $26.0M | 752,742 |
| DIMENSIONAL ETF TRUST | — | $25.7M | 724,079 |
| DIMENSIONAL ETF TRUST | — | $24.9M | 733,377 |
| DIMENSIONAL ETF TRUST | — | $12.3M | 312,922 |
 Apple Inc.$AAPL | 76.1 | $3.9M | 15,289 |
| SCHWAB STRATEGIC TR | — | $3.7M | 127,320 |
| SCHWAB STRATEGIC TR | — | $3.2M | 84,808 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sensible Money, LLC's 86 positions.
Showing top 10 of 86 holdings.
Sector Allocation
Other
$308.8M
Financials
$8.4M
Technology
$7.8M
Materials
$2.3M
Consumer Discretionary
$1.1M
Industrials
$232,995
Healthcare
$204,441
Full Holdings — Sensible Money, LLC (Q1 2026)
All 86 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST | $85.9M | 26.1% | +9% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $66.7M | 20.3% | +5% | — |
| 3 | — | DIMENSIONAL ETF TRUST | $27.2M | 8.3% | +4% | — |
| 4 | — | DIMENSIONAL ETF TRUST | $26.0M | 7.9% | +4% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $25.7M | 7.8% | +11% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $24.9M | 7.6% | -5% | — |
| 7 | — | DIMENSIONAL ETF TRUST | $12.3M | 3.8% | -1% | — |
| 8 | $AAPL | Apple Inc. | $3.9M | 1.2% | -49% | 76.1 |
| 9 | — | SCHWAB STRATEGIC TR | $3.7M | 1.1% | -0% | — |
| 10 | — | SCHWAB STRATEGIC TR | $3.2M | 1.0% | -4% | — |
| 11 |  $FCX | FREEPORT-MCMORAN INC | $2.3M | 0.7% | +1% | 73.1 |
| 12 | — | VANGUARD INDEX FDS | $2.1M | 0.6% | -7% | — |
| 13 | — | DIMENSIONAL ETF TRUST | $2.0M | 0.6% | +4% | — |
| 14 | — | SPDR SERIES TRUST | $1.9M | 0.6% | -1% | — |
| 15 |  $SPY | SPDR S&P 500 ETF TRUST | $1.9M | 0.6% | -18% | — |
| 16 | — | ISHARES TR | $1.6M | 0.5% | +31% | — |
| 17 | — | VANGUARD TAX-MANAGED FDS | $1.6M | 0.5% | +18% | — |
| 18 | — | ISHARES INC | $1.6M | 0.5% | +3% | — |
| 19 |  $GOOG | Alphabet Inc. | $1.4M | 0.4% | -4% | 80.2 |
| 20 | — | ISHARES TR | $1.4M | 0.4% | +0% | — |
| 21 | — | VANGUARD INDEX FDS | $1.2M | 0.4% | +0% | — |
| 22 | — | AMERICAN CENTY ETF TR | $980,003 | 0.3% | +0% | — |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $976,131 | 0.3% | NEW | 64.5 |
| 24 |  $MSFT | MICROSOFT CORP | $944,715 | 0.3% | -0% | 83.7 |
| 25 |  $GOOGL | Alphabet Inc. | $929,828 | 0.3% | +0% | 80.2 |
| 26 | — | FIRST TR EXCHANGE-TRADED FD | $921,371 | 0.3% | +0% | — |
| 27 | — | ISHARES TR | $906,440 | 0.3% | +0% | — |
| 28 |  $IVZ | Invesco Ltd. | $862,245 | 0.3% | +0% | — |
| 29 | — | AMERICAN CENTY ETF TR | $809,642 | 0.3% | +0% | — |
| 30 | — | ISHARES TR | $804,798 | 0.2% | +0% | — |
| 31 |  $WT | WisdomTree, Inc. | $797,633 | 0.2% | +0% | 62.9 |
| 32 | $IVZ | Invesco Ltd. | $764,533 | 0.2% | +0% | — |
| 33 |  $AMZN | AMAZON COM INC | $743,941 | 0.2% | +1% | 74.6 |
| 34 | — | SCHWAB STRATEGIC TR | $689,376 | 0.2% | +0% | — |
| 35 |  $NVDA | NVIDIA CORP | $684,933 | 0.2% | -6% | 90.2 |
| 36 | $IVZ | Invesco Ltd. | $658,976 | 0.2% | +0% | — |
| 37 |  $JPM | JPMORGAN CHASE & CO | $658,625 | 0.2% | -0% | 35.6 |
| 38 | — | ISHARES TR | $580,544 | 0.2% | +0% | — |
| 39 | — | INVESCO EXCH TRADED FD TR II | $535,619 | 0.2% | +0% | — |
| 40 | $IVZ | Invesco Ltd. | $530,573 | 0.2% | +18% | — |
| 41 | $IVZ | Invesco Ltd. | $527,491 | 0.2% | +0% | — |
| 42 | — | DIMENSIONAL ETF TRUST | $527,450 | 0.2% | +2% | — |
| 43 | $IVZ | Invesco Ltd. | $526,816 | 0.2% | +0% | — |
| 44 | — | ISHARES TR | $502,016 | 0.1% | -3% | — |
| 45 | — | DIMENSIONAL ETF TRUST | $491,837 | 0.1% | +138% | — |
| 46 | $IVZ | Invesco Ltd. | $484,400 | 0.1% | +0% | — |
| 47 | $IVZ | Invesco Ltd. | $461,839 | 0.1% | +6% | — |
| 48 | — | SPDR INDEX SHS FDS | $450,491 | 0.1% | +0% | — |
| 49 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $445,710 | 0.1% | +0% | — |
| 50 | — | ISHARES TR | $438,708 | 0.1% | +0% | — |
| 51 | — | ISHARES INC | $435,853 | 0.1% | +0% | — |
| 52 | — | ISHARES TR | $428,120 | 0.1% | +0% | — |
| 53 | — | SCHWAB STRATEGIC TR | $424,017 | 0.1% | -12% | — |
| 54 | — | VANGUARD INDEX FDS | $421,337 | 0.1% | +0% | — |
| 55 | — | FIRST TR EXCHANGE-TRADED FD | $413,063 | 0.1% | +0% | — |
| 56 | — | ISHARES TR | $398,388 | 0.1% | +0% | — |
| 57 | — | SPDR SERIES TRUST | $366,796 | 0.1% | +0% | — |
| 58 |  $PRK | PARK NATIONAL CORP /OH/ | $365,318 | 0.1% | +0% | 39.6 |
| 59 | — | ISHARES TR | $364,396 | 0.1% | +0% | — |
| 60 | — | VANGUARD SPECIALIZED FUNDS | $347,107 | 0.1% | -3% | — |
| 61 | — | DIMENSIONAL ETF TRUST | $340,055 | 0.1% | -99% | — |
| 62 | — | ISHARES TR | $336,251 | 0.1% | +1% | — |
| 63 | — | SPDR SERIES TRUST | $329,020 | 0.1% | -22% | — |
| 64 |  $COST | COSTCO WHOLESALE CORP /NEW | $322,027 | 0.1% | +0% | 67 |
| 65 | — | INVESCO EXCHANGE TRADED FD T | $318,075 | 0.1% | +0% | — |
| 66 | — | VANGUARD INDEX FDS | $303,566 | 0.1% | -38% | — |
| 67 | — | VANGUARD INDEX FDS | $302,975 | 0.1% | +36% | — |
| 68 | — | AMERICAN CENTY ETF TR | $272,343 | 0.1% | +4% | — |
| 69 | $IVZ | Invesco Ltd. | $269,197 | 0.1% | +0% | — |
| 70 | — | ALPS ETF TR | $268,605 | 0.1% | +0% | — |
| 71 | — | ISHARES TR | $266,165 | 0.1% | +0% | — |
| 72 | — | ISHARES TR | $261,556 | 0.1% | +0% | — |
| 73 | — | SCHWAB STRATEGIC TR | $253,422 | 0.1% | +0% | — |
| 74 |  $V | VISA INC. | $252,069 | 0.1% | -1% | 83.5 |
| 75 | — | VANECK ETF TRUST | $250,357 | 0.1% | +0% | — |
| 76 | — | FIRST TR EXCHANGE TRADED FD | $250,247 | 0.1% | +0% | — |
| 77 | — | SCHWAB STRATEGIC TR | $235,168 | 0.1% | +0% | — |
| 78 |  $IAU | ISHARES GOLD TRUST | $235,123 | 0.1% | +0% | — |
| 79 |  $FTAI | FTAI Aviation Ltd. | $232,995 | 0.1% | -22% | — |
| 80 | — | PACER FDS TR | $218,880 | 0.1% | +0% | — |
| 81 | — | ISHARES TR | $217,644 | 0.1% | +0% | — |
| 82 | — | SCHWAB STRATEGIC TR | $216,755 | 0.1% | +4% | — |
| 83 | — | DIMENSIONAL ETF TRUST | $214,137 | 0.1% | -99% | — |
| 84 | — | VANGUARD INDEX FDS | $212,280 | 0.1% | +0% | — |
| 85 |  $ABBV | AbbVie Inc. | $204,441 | 0.1% | -3% | 59.3 |
| 86 | — | VANGUARD INTL EQUITY INDEX F | $202,059 | 0.1% | NEW | — |
New Positions (2)
$BRK.B BERKSHIRE HATHAWAY INC$976,131
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