DEFINE FINANCIAL, LLC
Q4 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
43
- Value ($000)
$176,423
- Date Filed01/12/2026
- Form type13F-HR
- CIK0002021320
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $25.26M | 14 % | 247,677 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $25.24M | 14 % | 510,398 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $23.83M | 14 % | 253,573 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $23.32M | 13 % | 69,554 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $20.77M | 12 % | 282,321 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $18.1M | 10 % | 204,498 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $11.5M | 7 % | 149,306 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $10.98M | 6 % | 204,263 | ||
MICROSOFT CORP | COM | 594918104 | $1.89M | 1 % | 3,902 | ||
APPLE INC | COM | 037833100 | $1.55M | 1 % | 5,699 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100