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Latest Sensible Money, LLC Stock Portfolio

$388Million | No. of Holdings #103

Sensible Money, LLC Performance

2026 Q3-0.63%
YTD+12.81%
2025+17.87%

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

On 2026-10-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sensible Money, LLC reported an equity portfolio of $388.8 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Sensible Money, LLC are DFAC, DFAC, DFAC. The fund has invested 26.8% of it's portfolio in DIMENSIONAL ETF TRUST and 19.6% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off ISHARES TR (IJR), DIMENSIONAL ETF TRUST (DFAC) and PALO ALTO NETWORKS INC (PANW) stocks. They significantly reduced their stock positions in WISDOMTREE TR (AGZD), ISHARES TR (IJR) and VANGUARD INTL EQUITY INDEX F (VEU). Sensible Money, LLC opened new stock positions in ISHARES TR (DMXF), DIMENSIONAL ETF TRUST (DFAC) and AMKOR TECHNOLOGY INC (AMKR). The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (AFK), AMERICAN CENTY ETF TR (AEMB) and SCHWAB STRATEGIC TR (FNDA).
Sensible Money, LLC Equity Portfolio Value
Last Reported on: 20 Oct, 2026
$388Million
  as of Oct 20, 2026

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

Our best estimate is that Sensible Money, LLC made a return of -0.63% in the last quarter. In trailing 12 months, it's portfolio return was 16.69%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr577,772
dimensional etf trust470,980
amkor technology inc466,868
dfa invt dimensions group in364,736
goldman sachs etf tr272,711
dimensional etf trust267,227
ishares tr265,147
exxonmobil holdings corp250,268
New stocks bought by Sensible Money, LLC

Additions

Ticker% Inc.
vaneck etf trust102
american centy etf tr68.48
schwab strategic tr62.72
abbvie inc24.55
invesco exch trd slf idx fd18.2
invesco exch trd slf idx fd15.34
dimensional etf trust15.3
international business machs14.83
Additions to existing portfolio by Sensible Money, LLC

Reductions

Ticker% Reduced
wisdomtree tr-50.00
ishares tr-40.08
vanguard intl equity index f-39.6
vanguard index fds-30.62
vanguard index fds-20.5
schwab strategic tr-18.18
vanguard index fds-17.86
spdr series trust-16.67
Sensible Money, LLC reduced stake in above stock

Sold off

Ticker$ Sold
schwab strategic tr-262,271
dimensional etf trust-376,980
ishares tr-505,758
alps etf tr-309,424
vanguard bd index fds-205,475
vanguard index fds-222,175
vanguard index fds-364,135
palo alto networks inc-372,053
Sensible Money, LLC got rid off the above stocks

Sector Distribution

Sensible Money, LLC has about 95.6% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others95.6
Technology2

Market Cap. Distribution

Sensible Money, LLC has about 3.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED95.6
MEGA-CAP3.5

Stocks belong to which Index?

About 3.8% of the stocks held by Sensible Money, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others95.7
S&P 5003.8
Top 5 Winners (%)%
MSFT
microsoft corp
35.4 %
DELL
dell technologies inc
24.1 %
AAPL
apple inc
14.9 %
NVDA
nvidia corporation
13.1 %
CSD
invesco exchange traded fd t
11.4 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
1.0 M
AAPL
apple inc
0.6 M
MSFT
microsoft corp
0.4 M
DFAC
dimensional etf trust
0.3 M
FCX
freeport mcmoran inc
0.3 M
Top 5 Losers (%)%
IBM
international business machs
-20.7 %
INTC
intel corp
-13.7 %
IJR
ishares tr
-10.2 %
FNDA
schwab strategic tr
-9.7 %
BIL
spdr series trust
-9.3 %
Top 5 Losers ($)$
DFAC
dimensional etf trust
-3.9 M
DFAC
dimensional etf trust
-0.7 M
FNDA
schwab strategic tr
-0.4 M
DFAC
dimensional etf trust
-0.2 M
BIL
spdr series trust
-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 103 stocks in it's portfolio. About 84.1% 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.

$388.80MTotal Value
114Positions
20 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Sensible Money, LLC, last reported on 20 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sensible Money, LLC's holding in Ishares Tr over time
0.11%5,787
$432.9K
0.11%
increased 0.52 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Sensible Money, LLC's holding in Alps Etf Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWV
Ishares Inc

Ishares Inc

ACWV
Sensible Money, LLC's holding in Ishares Inc over time
0.12%3,647
$447.6K
0.12%
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
0.28%11,500
$1.08M
0.28%
increased 14.45 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Sensible Money, LLC's holding in American Centy Etf Tr over time
0.27%16,344
$1.06M
0.27%
increased 0.02 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Sensible Money, LLC's holding in American Centy Etf Tr over time
0.12%3,811
$448.8K
0.12%
increased 68.48 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Sensible Money, LLC's holding in Vaneck Etf Trust over time
0.14%5,236
$553.5K
0.14%
increased 102.24 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Sensible Money, LLC's holding in Wisdomtree Tr over time
0.11%5,933
$425.0K
0.11%
decreased 50 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Sensible Money, LLC's holding in Wisdomtree Tr over time
0.05%3,162
$204.2K
0.05%
unchanged 0 percentunchanged
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Sensible Money, LLC's holding in Invesco Exch Traded Fd Tr Ii over time
0.2%13,809
$776.4K
0.2%
increased 2.39 percentadded
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Sensible Money, LLC's holding in Invesco Exch Traded Fd Tr Ii over time
0.16%2,107
$642.0K
0.16%
increased 1.79 percentadded
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
$509.1K
0.13%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Sensible Money, LLC's holding in Spdr Series Trust over time
0.52%19,602
$2.00M
0.52%
decreased 0.97 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Sensible Money, LLC's holding in Spdr Series Trust over time
0.23%9,954
$893.5K
0.23%
increased 4.64 percentadded