StockDriftsStockDriftsTop 50 Trailhead Planners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 10.54% | 264.4K | $10.9M | -8.35%(-24.07K) | $37.24(+16.35%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 10.28% | 116.6K | $10.6M | -10.79%(-14.11K) | $74.09(+27.45%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 9.32% | 231.1K | $9.6M | -9.36%(-23.86K) | $37.87(+12.59%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 6.61% | 54.8K | $6.8M | -11.31%(-6.98K) | $100.77(+26.50%) | 2026-06-30 | |
| AVSU | AMERICAN CENTY ETF TR | 4.46% | 52.2K | $4.6M | -52.32%(-57.24K) | $74.94(+20.19%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4.34% | 6 | $4.5M | new | $753664.61(+4.26%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.78% | 114.5K | $3.9M | -10.58%(-13.55K) | $31.05(+14.98%) | 2026-06-30 | |
| AVSD | AMERICAN CENTY ETF TR | 3.27% | 42.3K | $3.4M | -47.30%(-37.98K) | $72.91(+14.06%) | 2026-06-30 | |
| AVES | AMERICAN CENTY ETF TR | 3.18% | 50.1K | $3.3M | -9.23%(-5.10K) | $57.88(+12.91%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.12% | 31.3K | $3.2M | -6.99%(-2.35K) | $91.50(+19.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.79% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.42% |
Trailhead Planners LLC reports $103.42M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are DFAI (10.5%), AVLV (10.3%) and DUHP (9.3%). The top 20 holdings account for 80.24% of reported assets. Its disclosed equity book has returned +12.79% cumulatively over 2 quarters. 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 Trailhead Planners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109534). View Trailhead Planners LLC’s 13F filings on SEC