Passive Capital Management, LLC.: 13F holdings

CIK 19582502026Q2

Positions94
Reported value$319.8m
Filed2026-08-10

Change since last quarter

Positions94 (-10 vs prior quarter)
Reported value$319.8m (-4.5%)

Top 10 holdings

SecuritySharesValueWeight
DIMENSIONAL ETF TRUST1,348,728$53.4m16.7%
VNQ VANGUARD INDEX FDS433,672$38.4m12.0%
SCHO SCHWAB STRATEGIC TR1,166,284$28.4m8.9%
AVUS AMERICAN CENTURY ETF TR188,161$21.0m6.6%
DFIC DIMENSIONAL ETF TRUST560,466$19.3m6.0%
VTEB VANGUARD MUN BD FDS317,901$16.0m5.0%
AVDE AMERICAN CENTURY ETF TR186,437$15.3m4.8%
SCHB SCHWAB STRATEGIC TR526,727$13.8m4.3%
DFSD DIMENSIONAL ETF TRUST232,508$11.1m3.5%
AVEM AMERICAN CENTURY ETF TR121,950$9.4m2.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1958250")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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