Sensible Money, LLC Portfolio Holdings

Sensible Money, LLC

  • $233 Billion
  • Q1 2025

Sensible Money, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $233 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $59.4B, Dimensional ETF Tr U S Target with a value of $43.7B, Dimensional ETF Tr with a value of $21.9B, Dimensional ETF Tr Emerging Mk with a value of $17.2B, and Dimensional ETF Tr Emerging Mk with a value of $16.9B.

Examining the 13F form we can see an increase of $5.31B in the current position value, from $228B to 233B.

Sensible Money, LLC is based out at Scottsdale, AZ

Below you can find more details about Sensible Money, LLC portfolio as well as his latest detailed transactions.

Portfolio value $233 Billion
ETFs: $196 Billion
Technology: $8.8 Billion
Basic Materials: $2.12 Billion
Communication Services: $1.3 Billion
Financial Services: $1.3 Billion
Consumer Cyclical: $674 Million
Consumer Defensive: $324 Million
Healthcare: $214 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$59.4 Billion 25.47% of portfolio
1,801,981
Q1 2025 Added 4.52%
$0
$43.7 Billion 18.71% of portfolio
848,025
Q1 2025 Added 7.07%
$0
$21.9 Billion 9.38% of portfolio
835,632
Q1 2025 Reduced 3.58%
$0
$17.2 Billion 7.38% of portfolio
636,963
Q1 2025 Added 6.62%
$0
$16.9 Billion 7.23% of portfolio
637,927
Q1 2025 Added 10.17%
$0
$12 Billion 5.12% of portfolio
430,656
Q1 2025 Added 29.46%
$0
$9.63 Billion 4.12% of portfolio
330,628
Q1 2025 Reduced 0.85%
$3.39T
$7.12 Billion 3.05% of portfolio
32,076
Q1 2025 Added 0.22%
$0
$2.78 Billion 1.19% of portfolio
118,818
Q1 2025 Added 0.46%
$0
$2.75 Billion 1.18% of portfolio
89,134
Q1 2025 Reduced 0.36%
$54.3B
$2.12 Billion 0.91% of portfolio
55,975
Q1 2025 Added 16.78%
$0
$1.78 Billion 0.76% of portfolio
3,177
Q1 2025 Reduced 11.48%
$0
$1.61 Billion 0.69% of portfolio
20,536
Q1 2025 Reduced 0.28%
$0
$1.49 Billion 0.64% of portfolio
24,653
Q1 2025 Reduced 0.38%
$0
$1.44 Billion 0.62% of portfolio
2,810
Q1 2025 Added 7.95%
$0
$1.33 Billion 0.57% of portfolio
4,839
Q1 2025 Added 0.62%
$0
$1.18 Billion 0.51% of portfolio
3,729
Q3 2024 Reduced 7.72%
$0
$1.08 Billion 0.46% of portfolio
1,913
Q1 2025 Reduced 0.21%
$0
$1.06 Billion 0.45% of portfolio
20,849
Q1 2025 Added 0.35%
$3.39T
$1.01 Billion 0.43% of portfolio
2,701
Q1 2025 Added 7.4%
$0
$828 Million 0.35% of portfolio
8,839
Q1 2025 Added 1.28%
$993B
$791 Million 0.34% of portfolio
5,118
Q1 2025 Reduced 0.85%
$0
$770 Million 0.33% of portfolio
16,329
Q4 2024 Added 0.06%
$0
$765 Million 0.33% of portfolio
7,313
Q1 2025 Added 0.01%
$0
$781 Million 0.33% of portfolio
10,453
Q3 2023 Reduced 13.27%
$0
$740 Million 0.32% of portfolio
4,266
Q3 2023 Reduced 22.51%
$0
$718 Million 0.31% of portfolio
12,046
Q2 2024 Reduced 22.15%
$2.09T
$674 Million 0.29% of portfolio
3,545
Q1 2025 Added 0.54%
$0
$649 Million 0.28% of portfolio
21,825
Q3 2024 Reduced 6.73%
$0
$635 Million 0.27% of portfolio
17,546
Q4 2024 Reduced 10.51%
$0
$606 Million 0.26% of portfolio
10,064
Q4 2024 Added 0.02%
$0
$551 Million 0.24% of portfolio
26,648
Q1 2025 Added 0.12%
$785B
$549 Million 0.24% of portfolio
2,239
Q1 2025 Added 0.86%
$0
$568 Million 0.24% of portfolio
1,211
Q4 2024 Added 16.89%
$0
$534 Million 0.23% of portfolio
26,247
Q1 2025 Added 1.78%
$1.02T
$506 Million 0.22% of portfolio
3,241
Q1 2025 Reduced 3.48%
$0
$458 Million 0.2% of portfolio
23,517
Q1 2025 Reduced 0.07%
$337B
$450 Million 0.19% of portfolio
4,152
Q1 2025 Added 1.59%
$0
$449 Million 0.19% of portfolio
3,200
Q4 2022 New
$0
$446 Million 0.19% of portfolio
5,892
Q4 2024 Added 0.37%
$0
$453 Million 0.19% of portfolio
4,019
Q3 2023 Reduced 49.78%
$0
$449 Million 0.19% of portfolio
22,908
Q1 2025 Reduced 0.24%
$0
$439 Million 0.19% of portfolio
5,702
Q4 2024 Reduced 0.78%
Dimensional ETF Trust
-
$436 Million 0.19% of portfolio
-
Q1 2025 Reduced 0.1%
$0
$409 Million 0.18% of portfolio
12,217
Q1 2025 Reduced 2.26%
$0
$424 Million 0.18% of portfolio
3,647
Q3 2023 Reduced 0.68%
$0
$397 Million 0.17% of portfolio
1,788
Q2 2024 Reduced 0.67%
$0
$396 Million 0.17% of portfolio
3,311
Q4 2024 Reduced 3.27%
$0
$383 Million 0.16% of portfolio
2,244
Q1 2025 Added 4.66%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $233 Billion
  • Prior Value $228 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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