Sensible Money, LLC

Q3 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
105
Total value ($000)
$388,805
Net value change ($000)
+11,662 (3.1%)
New positions
13
Sold out positions
9
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 5,640 5.7%
DFIC 3,689 13.0%
DFEV 1,077 3.4%
DISV 1,062 8.3%
DFEM 736 2.4%
SGOV 578 NEW
AAPL 527 13.0%
DFUV 471 NEW
AMKR 467 NEW
MSFT 448 49.7%
Top Reduces (Value $000, Stocks/ETFs)
DFAX -606 -2.4%
VTI -587 -19.6%
LQD -506 -100.0%
IJR -500 -45.0%
EZM -474 -52.7%
SCHA -467 -10.2%
DFSV -377 -100.0%
PANW -372 -100.0%
VTV -364 -100.0%
VEA -350 -16.8%
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