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.
SFM, LLC (CIK 2064225) reported $165.5M across 62 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($36.2M, 21.85%), VO ($10.2M, 6.17%), IAUM ($10.1M, 6.12%), IVV ($9.7M, 5.89%), USFR ($9.3M, 5.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $36.2M | 21.85% | 60,500 | Added |
| 2 | VO | VANGUARD INDEX FDS | $10.2M | 6.17% | 35,573 | Added |
| 3 | IAUM | ISHARES GOLD TR | $10.1M | 6.12% | 216,857 | Trimmed |
| 4 | IVV | ISHARES TR | $9.7M | 5.89% | 14,925 | Trimmed |
| 5 | USFR | WISDOMTREE TR | $9.3M | 5.63% | 184,965 | Added |
| 6 | MSFT | MICROSOFT CORP | $7.6M | 4.60% | 20,542 | Added |
| 7 | AMZN | AMAZON COM INC | $7.1M | 4.30% | 34,166 | Added |
| 8 | GOOGL | ALPHABET INC | $5.0M | 3.02% | 17,368 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $4.6M | 2.77% | 26,257 | Added |
| 10 | SCHD | SCHWAB STRATEGIC TR | $4.4M | 2.64% | 142,368 | Added |
| 11 | IQLT | ISHARES TR | $4.1M | 2.45% | 87,709 | Added |
| 12 | VTIP | VANGUARD MALVERN FDS | $4.0M | 2.42% | 80,009 | Added |
| 13 | TCAF | T ROWE PRICE ETF INC | $3.3M | 1.99% | 92,582 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.7M | 1.61% | 5,549 | Trimmed |
| 15 | META | META PLATFORMS INC | $2.6M | 1.59% | 4,609 | Added |
| 16 | AAPL | APPLE INC | $2.4M | 1.44% | 9,372 | Trimmed |
| 17 | MA | MASTERCARD INCORPORATED | $2.4M | 1.43% | 4,748 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $2.4M | 1.42% | 7,348 | Trimmed |
| 19 | V | VISA INC | $2.2M | 1.32% | 7,221 | Added |
| 20 | GOOG | ALPHABET INC | $2.2M | 1.32% | 7,611 | Trimmed |
| 21 | IJH | ISHARES TR | $2.1M | 1.29% | 31,500 | Added |
| 22 | QQQ | INVESCO QQQ TR | $2.0M | 1.22% | 3,509 | Trimmed |
| 23 | VB | VANGUARD INDEX FDS | $1.9M | 1.14% | 7,176 | Trimmed |
| 24 | VUG | VANGUARD INDEX FDS | $1.7M | 1.05% | 3,979 | Trimmed |
| 25 | RSG | REPUBLIC SVCS INC | $1.6M | 0.94% | 7,102 | Added |
Source: SEC Form 13F filings · as of 2026-03-31