Team Hewins, LLC
All 13F Filings
- Location
- Foster City, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 365,539
- 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 | 7/29/2026 | 40 | 365,539 | 13F-HR | Team Hewins, LLC |
| Q1 2026 | 4/30/2026 | 41 | 336,506 | 13F-HR | Team Hewins, LLC |
| Q4 2025 | 1/28/2026 | 40 | 310,347 | 13F-HR | Team Hewins, LLC |
| Q3 2025 | 11/12/2025 | 39 | 296,128 | 13F-HR | Team Hewins, LLC |
| Q2 2025 | 8/12/2025 | 34 | 277,343 | 13F-HR | Team Hewins, LLC |
| Q1 2025 | 7/8/2025 | 36 | 257,359 | 13F-HR/A - RESTATEMENT | Team Hewins, LLC |
| Q1 2025 | 7/7/2025 | 26 | 228,145 | 13F-HR | Team Hewins, LLC |
| Q4 2024 | 7/8/2025 | 38 | 255,677 | 13F-HR/A - RESTATEMENT | Team Hewins, LLC |
| Q3 2024 | 7/8/2025 | 38 | 261,411 | 13F-HR/A - RESTATEMENT | Team Hewins, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.06 K | 0.3% | 280 | 0 | 280 |
| ETFs | 364.5 K | 99.7% | 28.75 K | 0 | 28.75 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
365,539
Holdings
40
QoQ value change ($000)
29,033
(8.6%)
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.