Shearwater Capital LLC: 13F holdings
CIK 19056652026Q2
| Positions | 65 |
|---|
| Reported value | $209.4m |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 65 (-6 vs prior quarter) |
|---|
| Reported value | $209.4m (+9.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 1,713,356 | $76.0m | 36.3% |
| DFAX DIMENSIONAL ETF TRUST | 920,770 | $33.9m | 16.2% |
| DFIV DIMENSIONAL ETF TRUST | 342,478 | $18.5m | 8.8% |
| YM=F DIMENSIONAL ETF TRUST | 123,241 | $6.8m | 3.2% |
| DIMENSIONAL ETF TRUST | 82,111 | $5.7m | 2.7% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 10,467 | $5.2m | 2.5% |
| DOCU DOCUSIGN INC | 113,428 | $5.0m | 2.4% |
| DFEM DIMENSIONAL ETF TRUST | 94,261 | $3.8m | 1.8% |
| AMZN AMAZON COM INC | 14,379 | $3.4m | 1.6% |
| DFAI DIMENSIONAL ETF TRUST | 74,469 | $3.1m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1905665")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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