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.
G2 CAPITAL MANAGEMENT, LLC / OH (CIK 1910858) reported $411.4M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUS ($164.9M, 40.09%), JMUB ($39.9M, 9.70%), MOAT ($39.1M, 9.51%), BND ($28.2M, 6.85%), DUHP ($20.1M, 4.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $164.9M | 40.09% | 2.3M | Added |
| 2 | JMUB | J P MORGAN EXCHANGE TRADED F | $39.9M | 9.70% | 797,923 | Added |
| 3 | MOAT | VANECK ETF TRUST | $39.1M | 9.51% | 404,482 | Added |
| 4 | BND | VANGUARD BD INDEX FDS | $28.2M | 6.85% | 382,675 | Added |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $20.1M | 4.87% | 545,526 | Added |
| 6 | DFAS | DIMENSIONAL ETF TRUST | $16.4M | 3.98% | 230,115 | Added |
| 7 | SCHX | SCHWAB STRATEGIC TR | $12.0M | 2.91% | 467,675 | Trimmed |
| 8 | AAPL | APPLE INC | $9.9M | 2.41% | 39,136 | Trimmed |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $9.8M | 2.37% | 185,042 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $6.1M | 1.49% | 35,198 | Added |
| 11 | GOOG | ALPHABET INC | $4.8M | 1.16% | 16,587 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.6M | 0.87% | 7,492 | Added |
| 13 | IWB | ISHARES TR | $3.4M | 0.83% | 9,564 | Added |
| 14 | DFAU | DIMENSIONAL ETF TRUST | $3.3M | 0.80% | 73,204 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $2.5M | 0.61% | 7,794 | Trimmed |
| 16 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.52% | 3 | Added |
| 17 | DFAI | DIMENSIONAL ETF TRUST | $2.1M | 0.51% | 53,750 | Added |
| 18 | AMZN | AMAZON COM INC | $2.0M | 0.50% | 9,801 | Added |
| 19 | IWF | ISHARES TR | $2.0M | 0.49% | 4,691 | Trimmed |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $2.0M | 0.48% | 1,997 | Added |
| 21 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $1.9M | 0.47% | 99,747 | Added |
| 22 | XOM | EXXON MOBIL CORP | $1.8M | 0.43% | 10,339 | Added |
| 23 | BSCR | INVESCO EXCH TRD SLF IDX FD | $1.7M | 0.41% | 85,611 | Added |
| 24 | BSCS | INVESCO EXCH TRD SLF IDX FD | $1.7M | 0.40% | 81,415 | Added |
| 25 | BSCT | INVESCO EXCH TRD SLF IDX FD | $1.6M | 0.39% | 86,362 | Added |
Source: SEC Form 13F filings · as of 2026-03-31