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.
STUDIO INVESTMENT MANAGEMENT LLC (CIK 1893893) reported $554.6M across 183 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTIP ($92.5M, 16.68%), VIG ($30.9M, 5.57%), VTV ($30.4M, 5.48%), DFIC ($20.6M, 3.71%), FNDF ($19.1M, 3.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-Term Inflation-Protected ETF | $92.5M | 16.68% | 1.9M | Added |
| 2 | VIG | Vanguard Dividend Appreciation ETF | $30.9M | 5.57% | 143,711 | Trimmed |
| 3 | VTV | Vanguard Value ETF | $30.4M | 5.48% | 154,828 | Trimmed |
| 4 | DFIC | DFA International Core Equity 2 ETF | $20.6M | 3.71% | 578,787 | Trimmed |
| 5 | FNDF | Schwab Fundamental Intl Lg Co ETF | $19.1M | 3.44% | 389,963 | Trimmed |
| 6 | VBR | Vanguard Small-Cap Value ETF | $17.2M | 3.10% | 79,186 | Trimmed |
| 7 | VGSH | Vanguard Short-Term Treasury ETF | $15.4M | 2.78% | 263,468 | Added |
| 8 | DFSD | Dimensional Short-Duration Fixed Income ETF | $15.3M | 2.76% | 319,593 | Added |
| 9 | GOOGL | Alphabet Inc Class A | $14.2M | 2.55% | 49,240 | Trimmed |
| 10 | BRK/B | Berkshire Hathaway Inc Class B | $13.7M | 2.47% | 28,550 | Trimmed |
| 11 | AAPL | Apple Inc | $8.9M | 1.61% | 35,213 | Trimmed |
| 12 | SGOV | iShares 0 to 3 Month Treasury Bond ETF | $8.4M | 1.51% | 83,031 | Added |
| 13 | NEE | Nextera Energy Inc | $8.1M | 1.46% | 87,222 | Trimmed |
| 14 | RSPU | Invesco S&P 500 Equal Weight Utilts ETF | $7.8M | 1.41% | 96,628 | Added |
| 15 | MSFT | Microsoft Corp | $7.7M | 1.39% | 20,880 | Trimmed |
| 16 | GD | General Dynamics Corp | $7.5M | 1.36% | 21,981 | Trimmed |
| 17 | DFEM | DFA Emerging Market Core Equity 2 ETF | $7.5M | 1.35% | 217,003 | Trimmed |
| 18 | CAT | Caterpillar Inc | $7.0M | 1.25% | 9,824 | Trimmed |
| 19 | JNJ | Johnson & Johnson | $6.7M | 1.22% | 27,585 | Trimmed |
| 20 | VCSH | Vanguard Short-Term Corporate Bond ETF | $6.3M | 1.14% | 79,803 | Trimmed |
| 21 | DFLV | DFA U.S. Large Cap Value ETF | $6.2M | 1.12% | 174,594 | Added |
| 22 | JPM | Jpmorgan Chase & Co | $6.2M | 1.11% | 20,981 | Trimmed |
| 23 | RTX | Raytheon Technologies Ord | $6.1M | 1.10% | 31,525 | Trimmed |
| 24 | PG | Procter & Gamble | $5.9M | 1.06% | 40,765 | Added |
| 25 | CGCP | Capital Group Core Plus Income ETF | $5.7M | 1.03% | 255,608 | Added |
Source: SEC Form 13F filings · as of 2026-03-31