Team Hewins, LLC

Q3 2025 13F-HR Holdings

Location
Redwood City, CA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
39
Total value ($000)
$296,128
Net value change ($000)
+18,785 (6.8%)
New positions
5
Sold out positions
0
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFIV 3,944 5.0%
AVUV 3,484 10.3%
DFLV 2,648 10.2%
IVV 1,794 232.4%
DFAT 1,560 3.0%
VTI 1,080 NEW
AVEM 956 8.2%
VUG 902 134.8%
IWO 748 9.4%
IJR 417 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFUV -574 -1.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type