Define Financial, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationsan diego, CA
- CIK0002021320
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
43 | $176.42M | AVUV, VTIP, AVDV, VTI | 13F-HR | Jan 12, 2026 | 000175496026000035 | ||
40 | $166.67M | AVUV, AVDV, VTIP, VTI | 13F-HR | Oct 16, 2025 | 000175496025000674 | ||
37 | $151.79M | AVUV, VTIP, AVDV, VTI | 13F-HR | Jul 15, 2025 | 000175496025000382 | ||
33 | $131.27M | VTIP, AVDV, AVUV, VTI | 13F-HR | Apr 15, 2025 | 000175496025000197 | ||
34 | $132.48M | AVUV, VTIP, VTI, AVDV | 13F-HR | Jan 14, 2025 | 000175496025000021 |