Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DEFINE FINANCIAL, LLC (CIK 2021320) reported $184.3M across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTIP ($28.3M, 15.35%), AVUV ($27.5M, 14.92%), AVDV ($25.2M, 13.66%), VTI ($23.2M, 12.61%), VEU ($21.5M, 11.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTIP | VANGUARD MALVERN FDS | $28.3M | 15.35% | 566,241 | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $27.5M | 14.92% | 248,904 | Added |
| 3 | AVDV | AMERICAN CENTY ETF TR | $25.2M | 13.66% | 252,101 | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $23.2M | 12.61% | 72,406 | Added |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | $21.5M | 11.67% | 286,389 | Added |
| 6 | VNQ | VANGUARD INDEX FDS | $19.3M | 10.46% | 217,260 | Added |
| 7 | AVEM | AMERICAN CENTY ETF TR | $12.2M | 6.62% | 151,258 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $11.3M | 6.13% | 208,901 | Added |
| 9 | MSFT | MICROSOFT CORP | $1.5M | 0.80% | 3,989 | Added |
| 10 | AAPL | APPLE INC | $1.3M | 0.71% | 5,152 | Trimmed |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $1.3M | 0.70% | 1,978 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $804,577 | 0.44% | 1,679 | Added |
| 13 | VV | VANGUARD INDEX FDS | $719,832 | 0.39% | 2,409 | Added |
| 14 | GOOG | ALPHABET INC | $695,782 | 0.38% | 2,426 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $702,254 | 0.38% | 4,027 | Added |
| 16 | AMZN | AMAZON COM INC | $584,488 | 0.32% | 2,806 | Added |
| 17 | DFSU | DIMENSIONAL ETF TRUST | $527,224 | 0.29% | 12,831 | Added |
| 18 | ABNB | AIRBNB INC | $494,891 | 0.27% | 3,919 | Hold |
| 19 | VOO | VANGUARD INDEX FDS | $475,198 | 0.26% | 795 | Trimmed |
| 20 | MSI | MOTOROLA SOLUTIONS INC | $464,926 | 0.25% | 1,071 | Added |
| 21 | NOBL | PROSHARES TR | $419,373 | 0.23% | 3,956 | Added |
| 22 | FHLC | FIDELITY COVINGTON TRUST | $398,183 | 0.22% | 5,659 | Added |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $409,261 | 0.22% | 411 | Added |
| 24 | VUG | VANGUARD INDEX FDS | $411,235 | 0.22% | 941 | Added |
| 25 | DFSI | DIMENSIONAL ETF TRUST | $387,705 | 0.21% | 9,144 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31