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.
Peirce Capital Management, LLC (CIK 2008166) reported $255.7M across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BSVO ($46.1M, 18.04%), DFAC ($31.1M, 12.15%), ITOT ($22.7M, 8.88%), AVDV ($22.1M, 8.64%), DFIV ($17.0M, 6.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BSVO | EA SERIES TRUST | $46.1M | 18.04% | 1.8M | Trimmed |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $31.1M | 12.15% | 799,514 | Trimmed |
| 3 | ITOT | ISHARES TR | $22.7M | 8.88% | 159,401 | Added |
| 4 | AVDV | AMERICAN CENTY ETF TR | $22.1M | 8.64% | 221,292 | Trimmed |
| 5 | DFIV | DIMENSIONAL ETF TRUST | $17.0M | 6.63% | 321,345 | Trimmed |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $16.5M | 6.45% | 477,032 | Trimmed |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | $15.9M | 6.20% | 266,200 | Added |
| 8 | IDEV | ISHARES TR | $14.9M | 5.83% | 178,493 | Added |
| 9 | DFSD | DIMENSIONAL ETF TRUST | $9.4M | 3.69% | 196,829 | Added |
| 10 | DFUV | DIMENSIONAL ETF TRUST | $9.4M | 3.69% | 194,554 | Trimmed |
| 11 | DFAX | DIMENSIONAL ETF TRUST | $7.7M | 3.01% | 226,465 | Trimmed |
| 12 | DFGR | DIMENSIONAL ETF TRUST | $6.7M | 2.63% | 253,023 | Added |
| 13 | VTIP | VANGUARD MALVERN FDS | $6.6M | 2.58% | 131,961 | Added |
| 14 | AVUV | AMERICAN CENTY ETF TR | $4.1M | 1.62% | 37,536 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $3.6M | 1.40% | 11,192 | Trimmed |
| 16 | DFIC | DIMENSIONAL ETF TRUST | $2.8M | 1.09% | 78,115 | Trimmed |
| 17 | DISV | DIMENSIONAL ETF TRUST | $1.8M | 0.70% | 45,579 | Trimmed |
| 18 | SPDW | SPDR INDEX SHS FDS | $1.4M | 0.56% | 31,302 | Hold |
| 19 | DFAU | DIMENSIONAL ETF TRUST | $1.2M | 0.46% | 26,054 | Hold |
| 20 | DFAT | DIMENSIONAL ETF TRUST | $1.1M | 0.45% | 18,294 | Trimmed |
| 21 | REET | ISHARES TR | $1.1M | 0.45% | 45,393 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $1.1M | 0.42% | 2,885 | Hold |
| 23 | IEMG | ISHARES INC | $906,310 | 0.35% | 12,994 | Trimmed |
| 24 | XOM | EXXON MOBIL CORP | $813,555 | 0.32% | 4,795 | Added |
| 25 | DFSV | DIMENSIONAL ETF TRUST | $698,452 | 0.27% | 19,933 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31