Sensible Money, LLC

Q2 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$377,143
Net value change ($000)
+48,427 (14.7%)
New positions
18
Sold out positions
3
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 12,658 14.7%
DFAT 9,571 14.3%
DFEV 4,766 17.6%
DFEM 4,531 17.4%
DFIC 2,621 10.2%
VTI 919 44.3%
SCHA 881 23.8%
SPYM 836 NEW
RWJ 802 NEW
QQQM 627 NEW
Top Reduces (Value $000, Stocks/ETFs)
VIG -347 -100.0%
SPLV -270 -35.3%
RDVY -250 -100.0%
PTNQ -219 -100.0%
FNDC -150 -21.8%
COST -61 -18.9%
BRK-B -51 -5.2%
MSFT -43 -4.6%
IAU -34 -14.5%
DFAX -34 -0.1%
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