Sensible Money, LLC

Q3 2025 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
88
Total value ($000)
$294,222
Net value change ($000)
+30,396 (11.5%)
New positions
5
Sold out positions
3
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 2/9/2026 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)
DFAC 8,480 12.5%
DFAT 7,471 15.3%
DFIC 3,191 20.9%
DFEM 2,934 14.8%
DFEV 2,040 9.9%
AAPL 1,430 22.4%
DFAX 1,014 4.2%
DISV 712 6.5%
GOOGL 343 38.0%
SCHA 266 8.8%
Top Reduces (Value $000, Stocks/ETFs)
FCX -388 -19.2%
AOR -252 -100.0%
VTV -228 -100.0%
VV -204 -100.0%
VO -77 -25.3%
COST -22 -6.5%
IBM -11 -4.3%
AVUV -11 -4.4%
V -11 -3.7%
PRK -10 -2.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type