Latest Efficient Advisors, LLC Stock Portfolio
Efficient Advisors, LLC Performance:
2026 Q1: 0.22%YTD: 0.22%2025: 11.56%
Performance for 2026 Q1 is 0.22%, and YTD is 0.22%, and 2025 is 11.56%.
About Efficient Advisors, LLC and 13F Hedge Fund Stock Holdings
Efficient Advisors, LLC is a hedge fund based in Mason, OH. On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Efficient Advisors, LLC reported an equity portfolio of $1.4 Billions as of 31 Mar, 2026.
The top stock holdings of Efficient Advisors, LLC are BIV, BIV, VB. The fund has invested 8.1% of it's portfolio in VANGUARD BD INDEX FDS and 7.8% of portfolio in VANGUARD BD INDEX FDS.
They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), WISDOMTREE TR (AGZD) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AOA), VANGUARD INDEX FDS (VB) and VANGUARD CHARLOTTE FDS (BNDX).
The top stock holdings of Efficient Advisors, LLC are BIV, BIV, VB. The fund has invested 8.1% of it's portfolio in VANGUARD BD INDEX FDS and 7.8% of portfolio in VANGUARD BD INDEX FDS.
They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), WISDOMTREE TR (AGZD) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AOA), VANGUARD INDEX FDS (VB) and VANGUARD CHARLOTTE FDS (BNDX).
Efficient Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Efficient Advisors, LLC made a return of 0.22% in the last quarter. In trailing 12 months, it's portfolio return was 11.61%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 5.29 |
| vanguard index fds | 4.26 |
| vanguard charlotte fds | 3.79 |
| vanguard malvern fds | 3.61 |
| vanguard scottsdale fds | 3.32 |
| vanguard bd index fds | 3.09 |
| vanguard bd index fds | 2.11 |
| wisdomtree tr | 1.11 |
Additions to existing portfolio by Efficient Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard scottsdale fds | -53.6 |
| wisdomtree tr | -51.07 |
| ishares tr | -46.84 |
| dimensional etf trust | -46.8 |
| dimensional etf trust | -44.77 |
| american centy etf tr | -44.76 |
| dimensional etf trust | -41.27 |
| dimensional etf trust | -41.01 |
Efficient Advisors, LLC reduced stake in above stock
Sold off
Sector Distribution
Efficient Advisors, LLC has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
Efficient Advisors, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by Efficient Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| GLD | 8.6 % | |
| VEU | 7.2 % | |
| AEMB | 4.9 % | |
| DFAC | 4.7 % | |
| ASET | 4.5 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| VEU | 3.4 M | |
| VB | 2.8 M | |
| VB | 2.6 M | |
| VB | 1.5 M | |
| VEU | 1.2 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| JPM | -8.7 % | |
| AOA | -5.8 % | |
| VB | -5.0 % | |
| VB | -4.5 % | |
| IJR | -4.4 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | -5.1 M | |
| VB | -5.1 M | |
| DFAC | -1.2 M | |
| BIV | -1.0 M | |
| DFAC | -0.8 M | |
Efficient Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Efficient Advisors, LLC
Efficient Advisors, LLC has 58 stocks in it's portfolio. About 60% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VEU was the most profitable stock for Efficient Advisors, LLC last quarter.
Last Reported on: 29 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 0.32 | 61,256 | 4,554,400 | reduced | -9.68 | ||
| AAXJ | ishares tr | 0.18 | 16,006 | 2,554,750 | reduced | -8.41 | ||
| AAXJ | ishares tr | 0.10 | 18,583 | 1,457,070 | reduced | -8.71 | ||
| AAXJ | ishares tr | 0.04 | 5,024 | 535,108 | reduced | -1.88 | ||
| AAXJ | ishares tr | 0.02 | 2,418 | 256,655 | reduced | -2.14 | ||
| AEMB | american centy etf tr | 0.78 | 110,143 | 10,998,900 | reduced | -44.76 | ||
| AGZD | wisdomtree tr | 0.29 | 68,935 | 4,143,000 | reduced | -51.07 | ||
| AGZD | wisdomtree tr | 0.10 | 35,208 | 1,397,280 | added | 1.11 | ||
| AOA | ishares tr | 0.04 | 3,881 | 622,778 | added | 5.29 | ||
| AOA | ishares tr | 0.03 | 4,152 | 367,434 | reduced | -2.37 | ||
| AOA | ishares tr | 0.02 | 5,340 | 252,972 | reduced | -27.06 | ||
| ASET | flexshares tr | 0.26 | 15,055 | 3,633,860 | reduced | -9.64 | ||
| ASET | flexshares tr | 0.14 | 20,503 | 1,927,050 | reduced | -21.59 | ||
| ASET | flexshares tr | 0.02 | 4,078 | 274,050 | reduced | -29.7 | ||
| BIL | spdr series trust | 0.02 | 3,821 | 302,088 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 8.07 | 1,543,560 | 113,668,000 | added | 2.11 | ||
| BIV | vanguard bd index fds | 7.75 | 1,414,410 | 109,164,000 | added | 3.09 | ||
| BIV | vanguard bd index fds | 3.56 | 639,290 | 50,126,700 | reduced | -17.04 | ||
| BNDW | vanguard scottsdale fds | 2.59 | 459,757 | 36,444,900 | added | 3.32 | ||
| BNDW | vanguard scottsdale fds | 0.61 | 145,860 | 8,538,670 | reduced | -53.6 | ||