Sensible Money, LLC Portfolio Holdings

Sensible Money, LLC

  • $294 Billion
  • Q3 2025

Sensible Money, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $294 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $76.2B, Dimensional ETF Tr U S Target with a value of $56.2B, Dimensional ETF Tr with a value of $25.2B, Dimensional ETF Tr Emerging Mk with a value of $22.7B, and Dimensional ETF Tr Emerging Mk with a value of $22.7B.

Examining the 13F form we can see an increase of $30.4B in the current position value, from $264B to 294B.

Sensible Money, LLC is based out at Scottsdale, AZ

Below you can find more details about Sensible Money, LLC portfolio as well as his latest detailed transactions.

Portfolio value $294 Billion
ETFs: $251 Billion
Technology: $10.4 Billion
Communication Services: $2.29 Billion
Basic Materials: $1.63 Billion
Financial Services: $1.35 Billion
Consumer Cyclical: $773 Million
Consumer Defensive: $317 Million
Healthcare: $236 Million
Other: $222 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$76.2 Billion 25.89% of portfolio
1,974,877
Q3 2025 Added 4.56%
$0
$56.2 Billion 19.1% of portfolio
965,599
Q3 2025 Added 6.91%
$0
$25.2 Billion 8.58% of portfolio
804,146
Q3 2025 Reduced 2.49%
$0
$22.7 Billion 7.72% of portfolio
708,263
Q3 2025 Added 6.27%
$0
$22.7 Billion 7.71% of portfolio
711,552
Q3 2025 Added 3.33%
$0
$18.4 Billion 6.27% of portfolio
562,653
Q3 2025 Added 14.65%
$0
$11.6 Billion 3.95% of portfolio
325,651
Q3 2025 Reduced 1.77%
$4.3T
$7.82 Billion 2.66% of portfolio
30,699
Q3 2025 Reduced 1.39%
$0
$3.27 Billion 1.11% of portfolio
117,335
Q3 2025 Reduced 1.33%
$0
$3.22 Billion 1.09% of portfolio
88,997
Q3 2025 Reduced 0.82%
$0
$2.13 Billion 0.72% of portfolio
6,490
Q2 2025 Added 34.12%
$0
$2.06 Billion 0.7% of portfolio
3,092
Q3 2025 Reduced 1.53%
$0
$1.96 Billion 0.67% of portfolio
27,106
Q3 2025 Added 6.66%
$0
$1.82 Billion 0.62% of portfolio
20,486
Q3 2025 Reduced 0.09%
$57.4B
$1.63 Billion 0.55% of portfolio
41,580
Q3 2025 Reduced 10.72%
$0
$1.44 Billion 0.49% of portfolio
21,895
Q3 2025 Reduced 0.42%
$3.78T
$1.35 Billion 0.46% of portfolio
2,609
Q3 2025 Reduced 3.41%
$0
$1.28 Billion 0.44% of portfolio
1,919
Q3 2025 Added 0.16%
$1.65T
$1.24 Billion 0.42% of portfolio
5,120
Q3 2025 Added 0.02%
$0
$1.25 Billion 0.42% of portfolio
20,849
Q1 2025 Added 0.35%
$0
$1.2 Billion 0.41% of portfolio
1,952
Q2 2025 Reduced 30.53%
$0
$980 Million 0.33% of portfolio
4,266
Q3 2023 Reduced 22.51%
$0
$937 Million 0.32% of portfolio
16,333
Q2 2025 Added 0.02%
$0
$866 Million 0.29% of portfolio
7,290
Q3 2025 Reduced 0.33%
$0
$841 Million 0.29% of portfolio
8,839
Q1 2025 Added 1.28%
$1.74T
$789 Million 0.27% of portfolio
3,241
Q1 2025 Reduced 3.48%
$0
$782 Million 0.27% of portfolio
11,866
Q2 2025 Reduced 1.49%
$0
$768 Million 0.26% of portfolio
10,453
Q3 2023 Reduced 13.27%
$0
$755 Million 0.26% of portfolio
10,055
Q3 2025 Reduced 0.11%
$2.39T
$773 Million 0.26% of portfolio
3,522
Q3 2025 Reduced 0.65%
$465B
$731 Million 0.25% of portfolio
3,918
Q3 2025 Reduced 7.18%
$881B
$706 Million 0.24% of portfolio
2,239
Q1 2025 Added 0.86%
$0
$666 Million 0.23% of portfolio
14,972
Q3 2025 Reduced 0.41%
$0
$641 Million 0.22% of portfolio
21,825
Q3 2024 Reduced 6.73%
$0
$627 Million 0.21% of portfolio
3,200
Q4 2022 New
$0
$546 Million 0.19% of portfolio
26,556
Q3 2025 Added 1.12%
$0
$551 Million 0.19% of portfolio
26,632
Q3 2025 Reduced 0.13%
$0
$532 Million 0.18% of portfolio
4,019
Q3 2023 Reduced 49.78%
$0
$505 Million 0.17% of portfolio
12,278
Q3 2025 Added 0.21%
$0
$494 Million 0.17% of portfolio
1,765
Q2 2025 Reduced 1.29%
$0
$512 Million 0.17% of portfolio
5,863
Q3 2025 Reduced 0.58%
$0
$476 Million 0.16% of portfolio
5,702
Q4 2024 Reduced 0.78%
Dimensional ETF Trust
-
$474 Million 0.16% of portfolio
-
Q3 2025 Added 0.4%
$0
$460 Million 0.16% of portfolio
23,502
Q3 2025 Reduced 0.13%
$0
$461 Million 0.16% of portfolio
23,375
Q3 2025 Added 1.96%
$0
$472 Million 0.16% of portfolio
786
Q3 2025 Added 1.68%
$0
$437 Million 0.15% of portfolio
3,647
Q3 2023 Reduced 0.68%
$0
$436 Million 0.15% of portfolio
2,244
Q1 2025 Added 4.66%
$0
$430 Million 0.15% of portfolio
3,311
Q4 2024 Reduced 3.27%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $294 Billion
  • Prior Value $264 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Sensible Money, LLC Portfolio

Follow Sensible Money, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sensible Money, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sensible Money, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email