StockDrifts LogoStockDrifts

Sprinkle Financial Consultants Llc

Portfolio Manager
Sprinkle Financial Consultants LLC
Performance
-0.23% (2026 Q1)
AUM (13F)
$216.83M
# of Holdings
99
Performance Rank
Allocation (Top 20)
68.59%

Sprinkle Financial Consultants Llc Holdings Map

Top 50 Sprinkle Financial Consultants Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHX
SCHWAB STRATEGIC TR
9.83%831.2K$21.3M
-0.80%(-6.67K)
2025-Q1: 1.03M shares2025-Q2: 874.4K shares2025-Q3: 875.4K shares2025-Q4: 837.9K shares2026-Q1: 831.2K shares
$17.84(+59.72%)
2026-03-31
JGRO
J P MORGAN EXCHANGE TRADED F
7.09%181.9K$15.4M
+4.00%(+7.00K)
2025-Q1: 102.4K shares2025-Q2: 129.8K shares2025-Q3: 138.2K shares2025-Q4: 174.9K shares2026-Q1: 181.9K shares
$76.84(+23.15%)
2026-03-31
IJR
ISHARES TR
5.54%96.7K$12.0M
-0.06%(-57)
2025-Q1: 105.7K shares2025-Q2: 96.3K shares2025-Q3: 97.7K shares2025-Q4: 96.8K shares2026-Q1: 96.7K shares
$103.13(+33.92%)
2026-03-31
OKE
ONEOK INC NEW
5.33%127.8K$11.5M
+8.32%(+9.81K)
2025-Q1: 117.3K shares2025-Q2: 117.3K shares2025-Q3: 117.3K shares2025-Q4: 118.0K shares2026-Q1: 127.8K shares
$79.79(+12.82%)
2026-03-31
JCPB
J P MORGAN EXCHANGE TRADED F
4.84%223.0K$10.5M
+41.98%(+65.95K)
2025-Q1: 79.8K shares2025-Q2: 83.1K shares2025-Q3: 102.5K shares2025-Q4: 157.1K shares2026-Q1: 223.0K shares
$47.11(-0.67%)
2026-03-31
DFGR
DIMENSIONAL ETF TRUST
4.6%375.4K$10.0M
+5.38%(+19.17K)
2025-Q1: 336.9K shares2025-Q2: 339.9K shares2025-Q3: 346.0K shares2025-Q4: 356.2K shares2026-Q1: 375.4K shares
$24.99(+14.75%)
2026-03-31
JPSE
J P MORGAN EXCHANGE TRADED F
4.23%174.8K$9.2M
+16.65%(+24.96K)
2025-Q1: 132.6K shares2025-Q2: 126.6K shares2025-Q3: 133.5K shares2025-Q4: 149.9K shares2026-Q1: 174.8K shares
$45.77(+26.87%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
3.51%157.0K$7.6M
-5.73%(-9.54K)
2025-Q1: 228.0K shares2025-Q2: 169.6K shares2025-Q3: 169.8K shares2025-Q4: 166.5K shares2026-Q1: 157.0K shares
$35.66(+46.01%)
2026-03-31
HELO
J P MORGAN EXCHANGE TRADED F
2.99%101.6K$6.5M
+40.35%(+29.20K)
2025-Q1: 40.8K shares2025-Q2: 34.3K shares2025-Q3: 55.9K shares2025-Q4: 72.4K shares2026-Q1: 101.6K shares
$63.02(+7.19%)
2026-03-31
IVV
ISHARES TR
2.46%8.2K$5.3M
+2.27%(+181)
2025-Q1: 7.7K shares2025-Q2: 7.9K shares2025-Q3: 8.0K shares2025-Q4: 8.0K shares2026-Q1: 8.2K shares
$485.77(+49.65%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Sprinkle Financial Consultants Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all