Trailhead Planners LLC: 13F holdings
CIK 21095342026Q2
| Positions | 57 |
|---|
| Reported value | $103.4m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 57 (+8 vs prior quarter) |
|---|
| Reported value | $103.4m (-0.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFAI DIMENSIONAL ETF TRUST | 264,365 | $10.9m | 10.5% |
| AVLV AMERICAN CENTY ETF TR | 116,585 | $10.6m | 10.3% |
| DIMENSIONAL ETF TRUST | 231,104 | $9.6m | 9.3% |
| AVUV AMERICAN CENTY ETF TR | 54,765 | $6.8m | 6.6% |
| AVSU AMERICAN CENTY ETF TR | 52,165 | $4.6m | 4.5% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 6 | $4.5m | 4.3% |
| DIHP DIMENSIONAL ETF TRUST | 114,472 | $3.9m | 3.8% |
| AVSD AMERICAN CENTY ETF TR | 42,324 | $3.4m | 3.3% |
| EWL AMERICAN CENTY ETF TR | 50,126 | $3.3m | 3.2% |
| AVDV AMERICAN CENTY ETF TR | 31,299 | $3.2m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109534")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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