Sensible Money, LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 377,143
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 7/30/2026 | 101 | 377,143 | 13F-HR | Sensible Money, LLC |
| Q1 2026 | 4/21/2026 | 86 | 328,716 | 13F-HR | Sensible Money, LLC |
| Q4 2025 | 2/9/2026 | 86 | 313,137 | 13F-HR | Sensible Money, LLC |
| Q3 2025 | 11/13/2025 | 88 | 294,222 | 13F-HR | Sensible Money, LLC |
| Q2 2025 | 8/5/2025 | 87 | 263,826 | 13F-HR | Sensible Money, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.34 K | 5.1% | 3.156 K | 0 | 3.156 K |
| ETFs | 357.8 K | 94.9% | 45.27 K | 0 | 45.27 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
377,143
Holdings
101
QoQ value change ($000)
48,427
(14.7%)
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.