Evensky & Katz LLC
All 13F Filings
- Location
- Coral Gables, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,936,263
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 72 | 1,936,263 | 13F-HR | Evensky & Katz LLC |
| Q1 2026 | 4/22/2026 | 72 | 1,758,147 | 13F-HR | Evensky & Katz LLC |
| Q4 2025 | 2/5/2026 | 72 | 1,772,453 | 13F-HR | Evensky & Katz LLC |
| Q3 2025 | 11/13/2025 | 73 | 1,723,738 | 13F-HR | Evensky & Katz LLC |
| Q2 2025 | 7/22/2025 | 73 | 1,637,476 | 13F-HR | Evensky & Katz LLC |
| Q2 2014 | 7/24/2014 | 35 | 266,406 | 13F-HR | Evensky & Katz LLC |
| Q1 2014 | 4/28/2014 | 35 | 257,727 | 13F-HR | Evensky & Katz LLC |
| Q4 2013 | 1/28/2014 | 35 | 258,133 | 13F-HR | Evensky & Katz LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 58.93 K | 3.0% | 3.71 K | 0 | 3.71 K |
| ETFs | 1.877 M | 97.0% | 174.4 K | 0 | 174.4 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
1,936,263
Holdings
72
QoQ value change ($000)
178,116
(10.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.