Blankinship & Foster, LLC Portfolio Holdings

Blankinship & Foster, LLC

  • $427 Million
  • Q2 2025

Blankinship & Foster, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $427 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $116M, Vanguard Ftse All World Ex Us with a value of $41M, Vanguard Total Stock Market Et with a value of $31.4M, Vanguard Growth ETF with a value of $31.1M, and Ishares Currency Hedged Msci E with a value of $30.5M.

Examining the 13F form we can see an increase of $30.9M in the current position value, from $396M to 427M.

Blankinship & Foster, LLC is based out at Solana Beach, CA

Below you can find more details about Blankinship & Foster, LLC portfolio as well as his latest detailed transactions.

Portfolio value $427 Million
ETFs: $395 Million
Technology: $8.69 Million
Financial Services: $7.56 Million
Healthcare: $5.76 Million
Communication Services: $4.15 Million
Consumer Defensive: $1.78 Million
Energy: $1.5 Million
Real Estate: $894,000
Other: $2.01 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $427 Million
  • Prior Value $396 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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