Latest Efficient Advisors, LLC Stock Portfolio
$1.41Billion | No. of Holdings #58
Efficient Advisors, LLC Performance
2026 Q1+0.22%
YTD+0.22%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 29 Apr, 2026
$1.41Billion
as of Apr 29, 2026Efficient Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Efficient Advisors, LLC made a return of 0.22% in the last quarter. In trailing 12 months, it's portfolio return was 11.61%.
- Performance
- S&P 500
New Buys
No new stocks were added by Efficient Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 5.29 |
| vanguard index fds | 4.26 |
| vanguard charlotte fds | 3.79 |
| vanguard malvern fds | 3.61 |
| vanguard scottsdale fds | 3.32 |
| vanguard bd index fds | 3.09 |
| vanguard bd index fds | 2.11 |
| wisdomtree tr | 1.11 |
Additions to existing portfolio by Efficient Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard scottsdale fds | -53.6 |
| wisdomtree tr | -51.07 |
| ishares tr | -46.84 |
| dimensional etf trust | -46.8 |
| dimensional etf trust | -44.77 |
| american centy etf tr | -44.76 |
| dimensional etf trust | -41.27 |
| dimensional etf trust | -41.01 |
Efficient Advisors, LLC reduced stake in above stock
Sold off
None of the stocks were completely sold off by Efficient Advisors, LLC
Sector Distribution
Efficient Advisors, LLC has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
Efficient Advisors, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by Efficient Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| GLD | spdr gold tr | 8.6 % |
| VEU | vanguard intl equity index f | 7.2 % |
| AEMB | american centy etf tr | 4.9 % |
| DFAC | dimensional etf trust | 4.7 % |
| ASET | flexshares tr | 4.5 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| VEU | vanguard intl equity index f | 3.4 M |
| VB | vanguard index fds | 2.8 M |
| VB | vanguard index fds | 2.6 M |
| VB | vanguard index fds | 1.5 M |
| VEU | vanguard intl equity index f | 1.2 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| JPM | jpmorgan chase & co | -8.7 % |
| AOA | ishares tr | -5.8 % |
| VB | vanguard index fds | -5.0 % |
| VB | vanguard index fds | -4.5 % |
| IJR | ishares tr | -4.4 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | vanguard index fds | -5.1 M |
| VB | vanguard index fds | -5.1 M |
| DFAC | dimensional etf trust | -1.2 M |
| BIV | vanguard bd index fds | -1.0 M |
| DFAC | dimensional etf trust | -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.
$1.41BTotal Value
58.00Positions
29 Apr, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAXJ Ishares TrIshares TrAAXJ | 0.32% | 61,256 | $4.55M 0.32% | 9.68%decreased 9.68 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.18% | 16,006 | $2.55M 0.18% | 8.41%decreased 8.41 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.1% | 18,583 | $1.46M 0.1% | 8.71%decreased 8.71 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 5,024 | $535.1K 0.04% | 1.88%decreased 1.88 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.02% | 2,418 | $256.7K 0.02% | 2.14%decreased 2.14 percentreduced | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.78% | 110,143 | $11.00M 0.78% | 44.76%decreased 44.76 percentreduced | |
 AGZD Wisdomtree TrWisdomtree TrAGZD | 0.29% | 68,935 | $4.14M 0.29% | 51.07%decreased 51.07 percentreduced | |
AGZD Wisdomtree TrWisdomtree TrAGZD | 0.1% | 35,208 | $1.40M 0.1% | 1.11%increased 1.11 percentadded | |
 AOA Ishares TrIshares TrAOA | 0.04% | 3,881 | $622.8K 0.04% | 5.29%increased 5.29 percentadded | |
AOA Ishares TrIshares TrAOA | 0.03% | 4,152 | $367.4K 0.03% | 2.37%decreased 2.37 percentreduced | |
AOA Ishares TrIshares TrAOA | 0.02% | 5,340 | $253.0K 0.02% | 27.06%decreased 27.06 percentreduced | |
 ASET Flexshares TrFlexshares TrASET | 0.26% | 15,055 | $3.63M 0.26% | 9.64%decreased 9.64 percentreduced | |
ASET Flexshares TrFlexshares TrASET | 0.14% | 20,503 | $1.93M 0.14% | 21.59%decreased 21.59 percentreduced | |
ASET Flexshares TrFlexshares TrASET | 0.02% | 4,078 | $274.1K 0.02% | 29.7%decreased 29.7 percentreduced | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 0.02% | 3,821 | $302.1K 0.02% | 0%unchanged 0 percentunchanged | |
 BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 8.07% | 1,543,560 | $113.67M 8.07% | 2.11%increased 2.11 percentadded | |
BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 7.75% | 1,414,410 | $109.16M 7.75% | 3.09%increased 3.09 percentadded | |
BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 3.56% | 639,290 | $50.13M 3.56% | 17.04%decreased 17.04 percentreduced | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 2.59% | 459,757 | $36.44M 2.59% | 3.32%increased 3.32 percentadded | |
BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0.61% | 145,860 | $8.54M 0.61% | 53.6%decreased 53.6 percentreduced | |