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Latest Sensible Money, LLC Stock Portfolio

$328Million | No. of Holdings #86

Sensible Money, LLC Performance

2026 Q1+1.61%
YTD+1.61%
2025+17.87%

About Sensible Money, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sensible Money, LLC reported an equity portfolio of $328.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Sensible Money, LLC are DFAC, DFAC, DFAC. The fund has invested 26.1% of it's portfolio in DIMENSIONAL ETF TRUST and 20.3% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off INTERNATIONAL BUSINESS MACHS (IBM), VANGUARD WHITEHALL FDS (VIGI) and ELI LILLY & CO (LLY) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), VANGUARD INDEX FDS (VB) and FTAI AVIATION LTD (FTAI). Sensible Money, LLC opened new stock positions in BERKSHIRE HATHAWAY INC DEL, DIMENSIONAL ETF TRUST (DFAC) and VANGUARD INTL EQUITY INDEX F (VEU). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
Sensible Money, LLC Equity Portfolio Value
Last Reported on: 21 Apr, 2026
$328Million
  as of Apr 21, 2026

Sensible Money, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sensible Money, LLC made a return of 1.61% in the last quarter. In trailing 12 months, it's portfolio return was 22.48%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
berkshire hathaway inc del976,131
dimensional etf trust340,055
dimensional etf trust214,137
vanguard intl equity index f202,059
New stocks bought by Sensible Money, LLC

Additions

Ticker% Inc.
dimensional etf trust138
vanguard index fds36.3
ishares tr30.99
invesco exch trd slf idx fd18.43
vanguard tax-managed fds17.92
dimensional etf trust11.24
dimensional etf trust8.86
invesco exch trd slf idx fd5.95
Additions to existing portfolio by Sensible Money, LLC

Reductions

Ticker% Reduced
apple inc-49.49
vanguard index fds-37.65
ftai aviation ltd-22.11
spdr series trust-21.65
state str spdr s&p 500 etf t-18.03
schwab strategic tr-12.44
vanguard index fds-7.5
nvidia corporation-5.92
Sensible Money, LLC reduced stake in above stock

Sold off

Ticker$ Sold
vanguard whitehall fds-213,781
international business machs-257,407
golden matrix group inc-8,008
eli lilly & co-206,339
Sensible Money, LLC got rid off the above stocks

Sector Distribution

Sensible Money, LLC has about 95.8% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others95.8
Technology1.7

Market Cap. Distribution

Sensible Money, LLC has about 3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED95.8
MEGA-CAP3

Stocks belong to which Index?

About 3.7% of the stocks held by Sensible Money, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others95.8
S&P 5003.7
Top 5 Winners (%)%
FTAI
ftai aviation ltd
21.8 %
FCX
freeport mcmoran inc
15.6 %
COST
costco wholesale corporation
15.6 %
FNDA
schwab strategic tr
11.1 %
IAU
ishares gold tr
8.6 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
3.0 M
DFAC
dimensional etf trust
1.5 M
DFAC
dimensional etf trust
1.1 M
DFAC
dimensional etf trust
0.9 M
DFAC
dimensional etf trust
0.7 M
Top 5 Losers (%)%
MSFT
microsoft corp
-23.4 %
V
visa inc
-13.8 %
BGLD
first tr exchange-traded fd
-13.1 %
VB
vanguard index fds
-10.5 %
IJR
ishares tr
-10.2 %
Top 5 Losers ($)$
DFAC
dimensional etf trust
-1.5 M
AAPL
apple inc
-0.4 M
MSFT
microsoft corp
-0.3 M
GOOG
alphabet inc
-0.1 M
SPY
state str spdr s&p 500 etf t
-0.1 M

Sensible Money, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sensible Money, LLC

Sensible Money, LLC has 86 stocks in it's portfolio. About 85.1% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Sensible Money, LLC last quarter.

$328.72MTotal Value
90.00Positions
21 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Sensible Money, LLC, last reported on 21 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sensible Money, LLC's holding in Ishares Tr over time
0.12%5,731
$398.4K
0.12%
increased 0.39 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Sensible Money, LLC's holding in Alps Etf Tr over time
0.08%3,236
$268.6K
0.08%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Sensible Money, LLC's holding in Ishares Inc over time
0.13%3,647
$435.9K
0.13%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Sensible Money, LLC's holding in American Centy Etf Tr over time
0.3%16,339
$980.0K
0.3%
increased 0.01 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Sensible Money, LLC's holding in American Centy Etf Tr over time
0.25%10,048
$809.6K
0.25%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Sensible Money, LLC's holding in American Centy Etf Tr over time
0.08%2,465
$272.3K
0.08%
increased 4.4 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Sensible Money, LLC's holding in Vaneck Etf Trust over time
0.08%2,589
$250.4K
0.08%
unchanged 0 percentunchanged
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Sensible Money, LLC's holding in Pacer Fds Tr over time
0.07%3,000
$218.9K
0.07%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Sensible Money, LLC's holding in Wisdomtree Tr over time
0.24%11,866
$797.6K
0.24%
unchanged 0 percentunchanged
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Sensible Money, LLC's holding in First Tr Exchange Traded Fd over time
0.08%3,665
$250.2K
0.08%
unchanged 0 percentunchanged
BGLD
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

BGLD
Sensible Money, LLC's holding in First Tr Exchange-Traded Fd over time
0.13%1,765
$413.1K
0.13%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Sensible Money, LLC's holding in Spdr Series Trust over time
0.57%19,861
$1.88M
0.57%
decreased 0.75 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Sensible Money, LLC's holding in Spdr Series Trust over time
0.11%3,796
$366.8K
0.11%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Sensible Money, LLC's holding in Spdr Series Trust over time
0.1%3,864
$329.0K
0.1%
decreased 21.65 percentreduced
BSAE
Invesco Exch Trd Slf Idx Fd

Invesco Exch Trd Slf Idx Fd

BSAE
Sensible Money, LLC's holding in Invesco Exch Trd Slf Idx Fd over time
0.26%42,219
$862.2K
0.26%
increased 0.24 percentadded