Latest Sensible Money, LLC Stock Portfolio
Sensible Money, LLC Performance:
2026 Q1: 1.61%YTD: 1.61%2025: 17.87%
Performance for 2026 Q1 is 1.61%, and YTD is 1.61%, and 2025 is 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.
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.
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).
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.
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 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 del | 976,131 |
| dimensional etf trust | 340,055 |
| dimensional etf trust | 214,137 |
| vanguard intl equity index f | 202,059 |
New stocks bought by Sensible Money, LLC
Additions
| Ticker | % Inc. |
|---|---|
| dimensional etf trust | 138 |
| vanguard index fds | 36.3 |
| ishares tr | 30.99 |
| invesco exch trd slf idx fd | 18.43 |
| vanguard tax-managed fds | 17.92 |
| dimensional etf trust | 11.24 |
| dimensional etf trust | 8.86 |
| invesco exch trd slf idx fd | 5.95 |
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 | % |
|---|---|
| Others | 95.8 |
| Technology | 1.7 |
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 | % |
|---|---|
| UNALLOCATED | 95.8 |
| MEGA-CAP | 3 |
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 | % |
|---|---|
| Others | 95.8 |
| S&P 500 | 3.7 |
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.
Last Reported on: 21 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.18 | 15,289 | 3,880,170 | reduced | -49.49 | ||
| AAXJ | ishares tr | 0.12 | 5,731 | 398,388 | added | 0.39 | ||
| ABBV | abbvie inc | 0.06 | 940 | 204,441 | reduced | -2.79 | ||
| ACES | alps etf tr | 0.08 | 3,236 | 268,605 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.13 | 3,647 | 435,853 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 0.30 | 16,339 | 980,003 | added | 0.01 | ||
| AEMB | american centy etf tr | 0.25 | 10,048 | 809,642 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 0.08 | 2,465 | 272,343 | added | 4.4 | ||
| AFK | vaneck etf trust | 0.08 | 2,589 | 250,357 | unchanged | 0.00 | ||
| AFTY | pacer fds tr | 0.07 | 3,000 | 218,880 | unchanged | 0.00 | ||
| AGZD | wisdomtree tr | 0.24 | 11,866 | 797,633 | unchanged | 0.00 | ||
| AIRR | first tr exchange traded fd | 0.08 | 3,665 | 250,247 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.24 | 8,678 | 804,798 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.07 | 2,382 | 217,644 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.23 | 3,572 | 743,941 | added | 1.42 | ||
| BGLD | first tr exchange-traded fd | 0.13 | 1,765 | 413,063 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.57 | 19,861 | 1,878,490 | reduced | -0.75 | ||
| BIL | spdr series trust | 0.11 | 3,796 | 366,796 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.10 | 3,864 | 329,020 | reduced | -21.65 | ||
| BSAE | invesco exch trd slf idx fd | 0.26 | 42,219 | 862,245 | added | 0.24 | ||