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SFM, LLC

Q2 2026 13F filing

Updated 66 days ago

69 disclosed positions worth $195.1M

Portfolio value
$195.1M
Total holdings
69
New positions
10
Closed positions
4
Increased
18
Decreased
36
Turnover
20.3%
Filed
2026-07-07

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

+6.3%
Value
$44.2M
Shares
64.3K
% Port
22.65%
?
2.N/A

WISDOMTREE TR

+73.5%
Value
$16.2M
Shares
321.0K
% Port
8.29%
V

VANGUARD INDEX FDS

+342.4%
Value
$12.7M
Shares
157.4K
% Port
6.50%
E

ISHARES TR

-4.2%
Value
$10.7M
Shares
14.3K
% Port
5.49%
I

ISHARES GOLD TRUST MICRO

+1.4%
Value
$8.8M
Shares
220.0K
% Port
4.51%
A

AMAZON COM INC

-9.6%
Value
$7.4M
Shares
30.9K
% Port
3.77%
M

MICROSOFT CORP

-17.4%
Value
$6.3M
Shares
17.0K
% Port
3.25%
G

ALPHABET INC

-5.3%
Value
$5.9M
Shares
16.4K
% Port
3.01%
N

NVIDIA CORPORATION

-5.8%
Value
$5M
Shares
24.7K
% Port
2.54%
?
10.N/A

ISHARES TR

+10.9%
Value
$4.8M
Shares
97.3K
% Port
2.47%
?
11.N/A

VANGUARD MALVERN FDS

+3.9%
Value
$4.2M
Shares
83.1K
% Port
2.14%
?
12.N/A

SCHWAB STRATEGIC TR

-10.2%
Value
$4.1M
Shares
127.8K
% Port
2.08%
?
13.N/A

INVESCO EXCH TRADED FD TR II

+84.7%
Value
$3.1M
Shares
10.3K
% Port
1.60%
?
14.N/A

VANGUARD WORLD FD

Value
$3M
Shares
10.9K
% Port
1.52%
?
15.N/A

T ROWE PRICE EXCHANGE-TRADED

-24.6%
Value
$2.9M
Shares
69.8K
% Port
1.47%
A
16.AAPL

APPLE INC

+3.1%
Value
$2.8M
Shares
9.7K
% Port
1.43%
G

ALPHABET INC

-0.5%
Value
$2.7M
Shares
7.6K
% Port
1.37%
?
18.N/A

VANGUARD INDEX FDS

-3.1%
Value
$2.6M
Shares
7.1K
% Port
1.35%
?
19.N/A

INVESCO QQQ TR

-1.0%
Value
$2.6M
Shares
3.5K
% Port
1.31%
E
20.ETHA

ISHARES TR

Value
$2.3M
Shares
14.3K
% Port
1.20%
E
21.ETHA

ISHARES TR

-3.5%
Value
$2.3M
Shares
30.4K
% Port
1.20%
B

BERKSHIRE HATHAWAY INC DEL

-15.8%
Value
$2.3M
Shares
4.7K
% Port
1.20%
?
23.N/A

VANGUARD INDEX FDS

+6.9%
Value
$2.3M
Shares
7.7K
% Port
1.19%
?
24.N/A

SPDR SERIES TRUST

+126.1%
Value
$2.2M
Shares
25.4K
% Port
1.15%
M
25.MA

MASTERCARD INCORPORATED

-14.3%
Value
$2.1M
Shares
4.1K
% Port
1.07%
?
26.N/A

VANGUARD INDEX FDS

+469.5%
Value
$2M
Shares
22.7K
% Port
1.00%
?
27.N/A

AMERICAN CENTY ETF TR

Value
$1.9M
Shares
20.8K
% Port
0.97%
V
28.V

VISA INC

-23.7%
Value
$1.9M
Shares
5.5K
% Port
0.97%
M
29.META

META PLATFORMS INC

-29.8%
Value
$1.8M
Shares
3.2K
% Port
0.93%
?
30.N/A

VANGUARD WORLD FD

+1641.7%
Value
$1.6M
Shares
18.4K
% Port
0.83%
V
31.VGES

VANGUARD TAX-MANAGED FDS

Value
$1.3M
Shares
18.6K
% Port
0.68%
?
32.N/A

INVESCO EXCHANGE TRADED FD T

-17.3%
Value
$1.2M
Shares
17.6K
% Port
0.63%
M
33.MDY

STATE STR SPDR S&P MIDCAP 40

-2.0%
Value
$1.2M
Shares
1.7K
% Port
0.62%
S
34.SHW

SHERWIN WILLIAMS CO

-18.3%
Value
$1.2M
Shares
3.4K
% Port
0.61%
?
35.N/A

VANGUARD WORLD FD

-0.4%
Value
$1.2M
Shares
8.9K
% Port
0.60%
H
36.HD

HOME DEPOT INC

-18.5%
Value
$1.1M
Shares
3.0K
% Port
0.55%
?
37.N/A

REPUBLIC SVCS INC

-30.1%
Value
$1.1M
Shares
5.0K
% Port
0.54%
S
38.SPY

STATE STR SPDR S&P 500 ETF T

+0.2%
Value
$1M
Shares
1.4K
% Port
0.54%
S
39.SYK

STRYKER CORPORATION

-21.7%
Value
$978K
Shares
3.1K
% Port
0.50%
I
40.IVZ

INVESCO EXCHANGE TRADED FD T

+1.2%
Value
$945K
Shares
4.4K
% Port
0.48%
A
41.AZO

AUTOZONE INC

-25.9%
Value
$869K
Shares
272
% Port
0.45%
L
42.LIN

LINDE PLC

-10.7%
Value
$759K
Shares
1.5K
% Port
0.39%
E
43.ETHA

ISHARES TR

-3.0%
Value
$753K
Shares
5.1K
% Port
0.39%
C
44.COST

COSTCO WHOLESALE CORPORATION

+1.5%
Value
$638K
Shares
682
% Port
0.33%
?
45.N/A

GALLAGHER ARTHUR J & CO

-41.4%
Value
$620K
Shares
2.7K
% Port
0.32%
S
46.SPGI

S&P GLOBAL INC

-18.0%
Value
$524K
Shares
1.3K
% Port
0.27%
?
47.N/A

AMERICAN CENTY ETF TR

Value
$485K
Shares
4.7K
% Port
0.25%
G
48.GE

GE AEROSPACE

-22.9%
Value
$475K
Shares
1.3K
% Port
0.24%
?
49.N/A

SPDR SERIES TRUST

Unchanged
Value
$439K
Shares
6.5K
% Port
0.23%
A
50.ADI

ANALOG DEVICES INC

Unchanged
Value
$429K
Shares
1.1K
% Port
0.22%