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Passive Capital Management, LLC. 13F holdings

Filed 2026-08-10 · Passive Capital Management, LLC. · 94 positions · $319.8M

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TickerCompanySharesValue% of portfolio
DFACDIMENSIONAL ETF TRUST1.3M$53.4M16.7%
VNQVANGUARD INDEX FDS433.7K$38.4M12.0%
SCHOSCHWAB STRATEGIC TR1.2M$28.4M8.9%
AVUSAMERICAN CENTURY ETF TR188.2K$21.0M6.6%
DFICDIMENSIONAL ETF TRUST560.5K$19.3M6.0%
VTEBVANGUARD MUN BD FDS317.9K$16.0M5.0%
AVDEAMERICAN CENTURY ETF TR186.4K$15.3M4.8%
SCHBSCHWAB STRATEGIC TR526.7K$13.8M4.3%
DFSDDIMENSIONAL ETF TRUST232.5K$11.1M3.5%
AVEMAMERICAN CENTURY ETF TR122.0K$9.4M2.9%
DFEMDIMENSIONAL ETF TRUST218.0K$7.2M2.3%
SCHHSCHWAB STRATEGIC TR299.8K$6.3M2.0%
DFATDIMENSIONAL ETF TRUST77.0K$4.6M1.4%
AVUVAMERICAN CENTURY ETF TR40.7K$4.2M1.3%
VTIPVANGUARD MALVERN FDS78.8K$3.9M1.2%
AVSCAMERICAN CENTURY ETF TR62.5K$3.7M1.1%
STIPiSHARES TR33.9K$3.5M1.1%
EMXCiSHARES INC33.0K$2.4M0.8%
BNDVANGUARD BD INDEX FDS31.7K$2.3M0.7%
SCHRSCHWAB STRATEGIC TR92.9K$2.3M0.7%
AAPLAPPLE INC7.5K$2.1M0.6%
QQQINVESCO QQQ TR3.3K$2.0M0.6%
VOOVANGUARD INDEX FDS3.2K$2.0M0.6%
SCHFSCHWAB STRATEGIC TR82.4K$2.0M0.6%
VTESVANGUARD WELLINGTON FD18.6K$1.9M0.6%
SCHPSCHWAB STRATEGIC TR68.9K$1.8M0.6%
AVDVAMERICAN CENTURY ETF TR19.3K$1.8M0.6%
SCHESCHWAB STRATEGIC TR52.4K$1.7M0.5%
SCHXSCHWAB STRATEGIC TR62.3K$1.7M0.5%
MUBiSHARES TR13.6K$1.5M0.5%
VUGVANGUARD INDEX FDS3.0K$1.4M0.5%
SCHASCHWAB STRATEGIC TR49.0K$1.4M0.4%
SPYSPDR S&P 500 ETF TR1.8K$1.2M0.4%
CDPCORPORATE OFFICES TRUST42.9K$1.2M0.4%
DFAIDIMENSIONAL ETF TRUST27.5K$1.0M0.3%
AVSUAMERICAN CENTURY ETF TR13.6K$1.0M0.3%
ESGVVANGUARD WORLD FD8.5K$1.0M0.3%
MSFTMICROSOFT CORP2.1K$1.0M0.3%
VGTVANGUARD WORLD FD1.3K$965,5920.3%
VBVANGUARD INDEX FDS3.5K$903,3400.3%
DISVDIMENSIONAL ETF TRUST20.9K$793,4780.2%
VTVVANGUARD INDEX FDS4.2K$793,1340.2%
LLYELI LILLY & CO710$763,0230.2%
—T. ROWE PRICE8.6K$754,8670.2%
SCHCSCHWAB STRATEGIC TR16.0K$727,5500.2%
MAMASTERCARD INC1.2K$708,4620.2%
IVViSHARES TR1.0K$698,6650.2%
ALRMALARM.COM11.9K$608,5670.2%
GOOGLALPHABET INC.1.9K$603,4710.2%
VVVANGUARD INDEX FDS1.9K$595,6020.2%
DHSWISDOMTREE TR5.8K$586,6870.2%
LOWLOWES COS INC2.4K$582,6430.2%
MCDMCDONALDS CORP1.8K$564,4990.2%
VEUVANGUARD INTL EQUITY INDEX FDS7.6K$558,1000.2%
BHRBBURKE HERBERT FINANCIAL SERVICES CORP8.7K$543,0320.2%
DFIVDIMENSIONAL ETF TRUST10.3K$512,5720.2%
GOOGALPHABET INC.1.6K$504,9040.2%
VOTVANGUARD INDEX FDS1.8K$499,3810.2%
AMZNAMAZON.COM2.1K$494,1860.2%
VSGXVANGUARD WORLD FD6.7K$481,5730.2%
Top Fund Holdings
13F
Top Fund Holdings

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