Team Hewins, LLC

Q1 2026 13F-HR Holdings

Location
Foster City, CA
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$336,506
Net value change ($000)
+26,159 (8.4%)
New positions
2
Sold out positions
1
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DFUS 7,368 343.8%
AVUV 5,939 14.9%
DFIV 5,164 5.9%
DFLV 2,414 7.7%
DFAT 2,351 4.3%
VIG 1,677 NEW
DFUV 1,487 3.3%
AVEM 286 2.2%
MDY 231 NEW
SCHB 202 71.6%
Top Reduces (Value $000, Stocks/ETFs)
IWO -321 -3.7%
VOO -304 -54.4%
VUG -234 -14.7%
ESGD -201 -100.0%
SPY -143 -5.0%
IVV -130 -5.0%
ITOT -97 -20.9%
VTI -48 -4.4%
VBR -33 -9.9%
AVSD -24 -2.6%
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