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Trailhead Planners LLC 13F holdings

Filed 2026-08-06 · Trailhead Planners LLC · 57 positions · $103.4M

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TickerCompanySharesValue% of portfolio
DFAIDIMENSIONAL ETF TRUST264.4K$10.9M10.5%
AVLVAMERICAN CENTY ETF TR116.6K$10.6M10.3%
DUHPDIMENSIONAL ETF TRUST231.1K$9.6M9.3%
AVUVAMERICAN CENTY ETF TR54.8K$6.8M6.6%
AVSUAMERICAN CENTY ETF TR52.2K$4.6M4.5%
BRK-BBERKSHIRE HATHAWAY INC DEL6$4.5M4.3%
DIHPDIMENSIONAL ETF TRUST114.5K$3.9M3.8%
AVSDAMERICAN CENTY ETF TR42.3K$3.4M3.3%
AVESAMERICAN CENTY ETF TR50.1K$3.3M3.2%
AVDVAMERICAN CENTY ETF TR31.3K$3.2M3.1%
DFSVDIMENSIONAL ETF TRUST81.9K$3.2M3.1%
—TIDAL TRUST II146.7K$2.8M2.7%
AVEMAMERICAN CENTY ETF TR27.1K$2.6M2.5%
DISVDIMENSIONAL ETF TRUST56.9K$2.3M2.2%
DFICDIMENSIONAL ETF TRUST60.7K$2.3M2.2%
DFARDIMENSIONAL ETF TRUST84.1K$2.2M2.1%
SGOVISHARES TR20.4K$2.1M2.0%
VTVVANGUARD INDEX FDS7.7K$1.7M1.6%
AVSEAMERICAN CENTY ETF TR18.9K$1.5M1.5%
AAPLAPPLE INC5.0K$1.4M1.4%
AVDEAMERICAN CENTY ETF TR16.1K$1.4M1.4%
DUSBDIMENSIONAL ETF TRUST27.5K$1.4M1.4%
DFAEDIMENSIONAL ETF TRUST31.7K$1.3M1.2%
DFAUDIMENSIONAL ETF TRUST22.5K$1.2M1.1%
DFACDIMENSIONAL ETF TRUST21.6K$959,8750.9%
AVUSAMERICAN CENTY ETF TR7.2K$917,1810.9%
SPTSSPDR SERIES TRUST29.1K$845,6120.8%
DFATDIMENSIONAL ETF TRUST11.5K$802,1590.8%
CVXCHEVRON CORPORATION4.8K$798,6640.8%
VOEVANGUARD INDEX FDS3.7K$736,8500.7%
VBRVANGUARD INDEX FDS2.8K$685,4750.7%
DFIVDIMENSIONAL ETF TRUST12.4K$670,0540.6%
TSMTAIWAN SEMICONDUCTOR MANUFAC1.2K$575,9490.6%
VTIVANGUARD INDEX FDS1.4K$527,8080.5%
JPMJPMORGAN CHASE & CO1.5K$505,0700.5%
PRFINVESCO EXCHANGE TRADED FD T9.1K$490,9170.5%
DFSDDIMENSIONAL ETF TRUST10.3K$490,3450.5%
DFSUDIMENSIONAL ETF TRUST9.3K$432,9600.4%
EXMOCEXXON MOBIL CORP3.0K$410,5700.4%
GOOGLALPHABET INC1.1K$391,3070.4%
AVSFAMERICAN CENTY ETF TR8.2K$381,7190.4%
ESMLISHARES TR6.8K$377,8090.4%
PRFZINVESCO EXCHANGE TRADED FD T6.7K$372,8220.4%
MSFTMICROSOFT CORP919$342,8720.3%
EFVISHARES TR4.2K$323,9600.3%
IJHISHARES TR4.0K$308,4400.3%
NVDANVIDIA CORPORATION1.5K$299,9350.3%
AMZNAMAZON COM INC1.2K$294,1120.3%
FRDMEA SERIES TRUST4.0K$292,1100.3%
UNHUNITEDHEALTH GROUP INC652$271,0310.3%
QQQINVESCO QQQ TR363$267,0940.3%
MUMICRON TECHNOLOGY INC227$262,0240.3%
VSSVANGUARD INTL EQUITY INDEX F1.6K$248,5610.2%
VUGVANGUARD INDEX FDS2.7K$230,5110.2%
AVIVAMERICAN CENTY ETF TR2.9K$225,7570.2%
VOOVANGUARD INDEX FDS310$212,9110.2%
BRK-BBERKSHIRE HATHAWAY INC DEL420$210,1640.2%
Top Fund Holdings
13F
Top Fund Holdings

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