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.
Sprinkle Financial Consultants LLC (CIK 2011593) reported $216.8M across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($21.3M, 9.83%), JGRO ($15.4M, 7.09%), IJR ($12.0M, 5.54%), OKE ($11.5M, 5.33%), JCPB ($10.5M, 4.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $21.3M | 9.83% | 831,190 | Trimmed |
| 2 | JGRO | J P MORGAN EXCHANGE TRADED F | $15.4M | 7.09% | 181,868 | Added |
| 3 | IJR | ISHARES TR | $12.0M | 5.54% | 96,709 | Trimmed |
| 4 | OKE | ONEOK INC NEW | $11.5M | 5.33% | 127,779 | Added |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | $10.5M | 4.84% | 223,024 | Added |
| 6 | DFGR | DIMENSIONAL ETF TRUST | $10.0M | 4.60% | 375,364 | Added |
| 7 | JPSE | J P MORGAN EXCHANGE TRADED F | $9.2M | 4.23% | 174,823 | Added |
| 8 | DFUV | DIMENSIONAL ETF TRUST | $7.6M | 3.51% | 157,001 | Trimmed |
| 9 | HELO | J P MORGAN EXCHANGE TRADED F | $6.5M | 2.99% | 101,584 | Added |
| 10 | IVV | ISHARES TR | $5.3M | 2.46% | 8,155 | Added |
| 11 | AVGE | AMERICAN CENTY ETF TR | $5.0M | 2.31% | 56,829 | Added |
| 12 | DFIC | DIMENSIONAL ETF TRUST | $4.9M | 2.24% | 136,507 | Added |
| 13 | TCAF | T ROWE PRICE ETF INC | $4.8M | 2.23% | 135,619 | Added |
| 14 | DFLV | DIMENSIONAL ETF TRUST | $4.5M | 2.10% | 127,214 | Added |
| 15 | MINO | PIMCO ETF TR | $4.5M | 2.06% | 98,738 | Added |
| 16 | DFAW | DIMENSIONAL ETF TRUST | $3.8M | 1.75% | 51,457 | Added |
| 17 | QLTY | GMO ETF TRUST | $3.2M | 1.46% | 87,268 | Added |
| 18 | DFAS | DIMENSIONAL ETF TRUST | $3.0M | 1.38% | 41,922 | Added |
| 19 | PYLD | PIMCO ETF TR | $3.0M | 1.37% | 113,045 | Added |
| 20 | AVEM | AMERICAN CENTY ETF TR | $2.8M | 1.27% | 34,163 | Trimmed |
| 21 | AAPL | APPLE INC | $2.6M | 1.22% | 10,426 | Trimmed |
| 22 | VTI | VANGUARD INDEX FDS | $2.7M | 1.22% | 8,276 | Added |
| 23 | OGS | ONE GAS INC | $2.6M | 1.18% | 29,734 | Hold |
| 24 | AVLV | AMERICAN CENTY ETF TR | $2.4M | 1.12% | 30,084 | Added |
| 25 | AMZN | AMAZON COM INC | $2.4M | 1.09% | 11,337 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31