StockDriftsStockDriftsTop 50 Sensible Money, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 26.13% | 2.22M | $98.6M | +0.51%(+11.29K) | $28.78(+59.81%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 20.23% | 1.09M | $76.3M | +2.16%(+23.06K) | $48.01(+50.35%) | 2026-06-30 | |
| DFEV | DIMENSIONAL ETF TRUST | 8.46% | 748.1K | $31.9M | -1.42%(-10.78K) | $25.21(+64.59%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 8.1% | 751.4K | $30.5M | -0.18%(-1.32K) | $25.29(+55.83%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 7.52% | 760.8K | $28.3M | +5.07%(+36.74K) | $29.37(+33.52%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 6.6% | 675.3K | $24.9M | -7.92%(-58.06K) | $21.88(+73.04%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 3.4% | 319.8K | $12.8M | +2.18%(+6.83K) | $22.80(+92.09%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 1.22% | 126.9K | $4.6M | -0.36%(-463) | $20.30(+71.45%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.07% | 14.0K | $4.0M | -8.48%(-1.30K) | $178.81(+71.51%) | 2026-06-30 | |
| FNDE | SCHWAB STRATEGIC TR | 0.89% | 84.2K | $3.3M | -0.70%(-594) | $24.17(+72.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.34% | +61.56% | — | — | +74.97% |
| Top 20 Holdings Unweighted | +17.76% | +63.29% | — | — | +78.30% |
Sensible Money, LLC reports $377.14M in US-listed equity holdings across 101 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (26.1%), DFAT (20.2%) and DFEV (8.5%). The top 20 holdings account for 89.22% of reported assets. Its disclosed equity book has returned +61.56% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sensible Money, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965229). View Sensible Money, LLC’s 13F filings on SEC