StockDriftsStockDriftsTop 50 Sensible Money LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 26.8% | 2.34M | $104.2M | +5.51%(+122.39K) | $29.59(+52.48%) | 2026-09-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 19.58% | 1.15M | $76.1M | +4.97%(+54.27K) | $48.96(+39.83%) | 2026-09-30 | |
| DFEV | DIMENSIONAL ETF TRUST | 8.49% | 778.2K | $33.0M | +4.02%(+30.10K) | $25.88(+57.93%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 8.24% | 851.8K | $32.0M | +11.96%(+91.01K) | $30.23(+24.98%) | 2026-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 8.04% | 787.4K | $31.3M | +4.78%(+35.94K) | $25.97(+46.90%) | 2026-09-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 6.24% | 655.7K | $24.3M | -2.91%(-19.65K) | $21.88(+67.32%) | 2026-09-30 | |
| DISV | DIMENSIONAL ETF TRUST | 3.57% | 321.0K | $13.9M | +0.38%(+1.20K) | $22.87(+87.38%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.18% | 13.7K | $4.6M | -1.81%(-253) | $178.81(+90.21%) | 2026-09-30 | |
| SCHA | SCHWAB STRATEGIC TR | 1.06% | 126.2K | $4.1M | -0.56%(-707) | $20.30(+60.47%) | 2026-09-30 | |
| FNDE | SCHWAB STRATEGIC TR | 0.9% | 83.6K | $3.5M | -0.77%(-646) | $24.17(+75.75%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.09% | +64.68% | — | — | +73.66% |
| Top 20 Holdings Unweighted | +19.35% | +70.03% | — | — | +79.99% |
Sensible Money LLC reports $388.81M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (26.8%), DFAT (19.6%) and DFEV (8.5%). The top 20 holdings account for 89.27% of reported assets. Its disclosed equity book has returned +64.68% on a three-year cumulative basis. Figures reflect the Q3 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