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 $254.9M across 104 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHX ($24.3M, 9.54%), JGRO ($18.8M, 7.36%), OKE ($14.8M, 5.82%), IJR ($14.3M, 5.63%), JCPB ($12.0M, 4.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $24.3M | 9.54% | 826,262 | Trimmed |
| 2 | JGRO | J P MORGAN EXCHANGE TRADED F | $18.8M | 7.36% | 190,225 | Added |
| 3 | OKE | ONEOK INC NEW | $14.8M | 5.82% | 170,549 | Added |
| 4 | IJR | ISHARES TR | $14.3M | 5.63% | 96,732 | Added |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | $12.0M | 4.70% | 255,479 | Added |
| 6 | DFGR | DIMENSIONAL ETF TRUST | $11.0M | 4.30% | 378,545 | Added |
| 7 | JPSE | J P MORGAN EXCHANGE TRADED F | $10.8M | 4.24% | 179,745 | Added |
| 8 | DFUV | DIMENSIONAL ETF TRUST | $8.6M | 3.39% | 156,974 | Trimmed |
| 9 | HELO | J P MORGAN EXCHANGE TRADED F | $8.1M | 3.19% | 120,333 | Added |
| 10 | IVV | ISHARES TR | $6.1M | 2.39% | 8,151 | Trimmed |
| 11 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $5.7M | 2.25% | 139,797 | Added |
| 12 | AVGE | AMERICAN CENTY ETF TR | $5.7M | 2.23% | 57,470 | Added |
| 13 | MINO | PIMCO ETF TR | $5.6M | 2.20% | 122,760 | Added |
| 14 | DFIC | DIMENSIONAL ETF TRUST | $5.4M | 2.14% | 146,074 | Added |
| 15 | DFLV | DIMENSIONAL ETF TRUST | $4.9M | 1.93% | 124,514 | Trimmed |
| 16 | DFAW | DIMENSIONAL ETF TRUST | $4.4M | 1.75% | 53,732 | Added |
| 17 | QLTY | GMO ETF TRUST | $3.8M | 1.49% | 91,207 | Added |
| 18 | DFAS | DIMENSIONAL ETF TRUST | $3.5M | 1.38% | 42,847 | Added |
| 19 | AVEM | AMERICAN CENTY ETF TR | $3.4M | 1.34% | 35,441 | Added |
| 20 | AVLV | AMERICAN CENTY ETF TR | $3.4M | 1.32% | 36,907 | Added |
| 21 | PYLD | PIMCO ETF TR | $3.4M | 1.32% | 127,113 | Added |
| 22 | VTI | VANGUARD INDEX FDS | $3.1M | 1.20% | 8,276 | Hold |
| 23 | AVRE | AMERICAN CENTY ETF TR | $2.9M | 1.15% | 62,091 | Added |
| 24 | AAPL | APPLE INC | $2.9M | 1.14% | 10,076 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $2.9M | 1.12% | 11,962 | Added |
Source: SEC Form 13F filings · as of 2026-06-30