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Sensible Money, LLC
hedge fundUpdated 16 days agoManaged by Sensible Money, Llc • Latest filing Q3 2026
Portfolio value
$388.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
32.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $294.2M |
| Q4 2025 | $313.1M |
| Q1 2026 | $328.7M |
| Q2 2026 | $377.1M |
| Q3 2026 | $388.8M |
Top holdings
105 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $104.2M | 2.34M | 26.80% | Added(+5.5%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $76.1M | 1.15M | 19.58% | Added(+5.0%) |
| 3 | $33M | 778.2K | 8.49% | Added(+4.0%) | |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $32M | 851.8K | 8.24% | Added(+12.0%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $31.3M | 787.4K | 8.04% | Added(+4.8%) |
| 6 | $24.3M | 655.7K | 6.24% | Trimmed(-2.9%) | |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $13.9M | 321.0K | 3.57% | Added(+0.4%) |
| 8 | $4.6M | 13.7K | 1.18% | Trimmed(-1.8%) | |
| 9 | $4.1M | 126.2K | 1.06% | Trimmed(-0.6%) | |
| 10 | $3.5M | 83.6K | 0.90% | Trimmed(-0.8%) | |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $2.8M | 34.3K | 0.73% | Added(+15.3%) |
| 12 | $2.4M | 6.4K | 0.62% | Trimmed(-20.5%) | |
| 13 | $2.2M | 32.1K | 0.58% | Trimmed(-16.4%) | |
| 14 | $2M | 2.7K | 0.52% | Trimmed(-6.1%) | |
| 15 | $2M | 19.6K | 0.52% | Trimmed(-1.0%) | |
| 16 | $1.9M | 2.5K | 0.49% | Added(+3.6%) | |
| 17 | $1.8M | 22.1K | 0.46% | Trimmed(-1.4%) | |
| 18 | $1.7M | 24.6K | 0.45% | Trimmed(-16.0%) | |
| 19 | $1.6M | 3.7K | 0.41% | Unchanged | |
| 20 | $1.5M | 4.4K | 0.39% | Trimmed(-6.6%) |