Sensible Money, LLC

Q4 2025 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$313,137
Net value change ($000)
+18,915 (6.4%)
New positions
4
Sold out positions
6
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: 4/21/2026 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)
DFAT 4,577 8.1%
DFAC 4,216 5.5%
DFIC 3,982 21.6%
DFEV 1,970 8.7%
DFEM 1,239 5.5%
DISV 422 3.6%
AAPL 413 5.3%
SCHA 364 11.1%
GOOGL 324 26.0%
BSCS 322 59.0%
Top Reduces (Value $000, Stocks/ETFs)
BSCP -551 -100.0%
DVY -276 -100.0%
META -241 -100.0%
NSC -222 -100.0%
PANW -220 -100.0%
VWO -219 -100.0%
MSFT -114 -8.4%
DFAX -92 -0.4%
MDYV -59 -12.4%
COST -38 -12.0%
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