Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Shearwater Capital LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Shearwater Capital LLC (CIK 1905665) reported $190.7M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($66.2M, 34.72%), DFAX ($30.7M, 16.10%), DFIV ($18.1M, 9.48%), DFUV ($6.4M, 3.38%), DOCU ($5.4M, 2.82%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFACDIMENSIONAL ETF TRUST$66.2M34.72%1.7MAdded
2DFAXDIMENSIONAL ETF TRUST$30.7M16.10%903,646Added
3DFIVDIMENSIONAL ETF TRUST$18.1M9.48%342,478Trimmed
4DFUVDIMENSIONAL ETF TRUST$6.4M3.38%133,062Trimmed
5DOCUDOCUSIGN INC$5.4M2.82%113,428Trimmed
6DFATDIMENSIONAL ETF TRUST$5.1M2.69%82,111Trimmed
7BRK/BBERKSHIRE HATHAWAY INC DEL$5.0M2.63%10,467Added
8AMZNAMAZON COM INC$3.0M1.59%14,551Added
9DFAIDIMENSIONAL ETF TRUST$2.9M1.52%74,463Trimmed
10DFUSDIMENSIONAL ETF TRUST$2.9M1.52%40,887Added
11DFEMDIMENSIONAL ETF TRUST$2.9M1.51%83,580Added
12IVVISHARES TR$2.4M1.26%3,680Added
13DFNMDIMENSIONAL ETF TRUST$2.1M1.11%44,116Trimmed
14SCHXSCHWAB STRATEGIC TR$2.0M1.04%77,331New
15GLDSPDR GOLD TR$1.8M0.97%4,278Hold
16DFIPDIMENSIONAL ETF TRUST$1.8M0.93%42,539Added
17DFASDIMENSIONAL ETF TRUST$1.7M0.88%23,472Hold
18TSLATESLA INC$1.7M0.88%4,531Added
19DFCFDIMENSIONAL ETF TRUST$1.4M0.76%34,134Trimmed
20STLDSTEEL DYNAMICS INC$1.3M0.69%7,291Hold
21SCHDSCHWAB STRATEGIC TR$1.2M0.64%39,910New
22DISVDIMENSIONAL ETF TRUST$1.2M0.64%30,966Added
23NVDANVIDIA CORPORATION$1.2M0.64%6,950Added
24SCHASCHWAB STRATEGIC TR$1.2M0.61%39,703New
25DFAEDIMENSIONAL ETF TRUST$1.1M0.60%33,961Added

Source: SEC Form 13F filings · as of 2026-03-31