Sensible Money, LLC

Q1 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$328,716
Net value change ($000)
+15,579 (5.0%)
New positions
4
Sold out positions
4
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 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)
DFAT 5,933 9.8%
DFAC 5,512 6.9%
DFIC 3,296 14.7%
DFEV 2,490 10.1%
DFEM 2,054 8.6%
BRK-B 976 NEW
DFSV 340 NEW
FCX 329 17.1%
IVV 328 24.9%
DISV 298 2.5%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -4,350 -52.9%
SPY -517 -21.8%
MSFT -292 -23.6%
VTI -269 -11.5%
IBM -257 -100.0%
DFAX -229 -0.9%
VYM -214 -100.0%
LLY -206 -100.0%
GOOGL -184 -11.7%
VB -176 -36.7%
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