Team Hewins, LLC

Q4 2025 13F-HR Holdings

Location
Redwood City, CA
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$310,347
Net value change ($000)
+14,219 (4.8%)
New positions
1
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 5,363 6.5%
DFLV 2,629 9.2%
AVUV 2,458 6.6%
DFUV 1,178 2.7%
DFAT 894 1.6%
VOO 294 110.9%
AVEM 291 2.3%
SCHD 211 87.6%
ESGD 201 NEW
DFSV 192 5.9%
Top Reduces (Value $000, Stocks/ETFs)
GCTS -40 -20.9%
GLD -19 -7.1%
VO -4 -1.5%
VWO -3 -1.1%
IWM -1 -0.5%
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