Evensky & Katz LLC Portfolio Holdings

Evensky & Katz LLC

  • $1.64 Billion
  • Q2 2025

Evensky & Katz LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.64 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $209M, Dimensional ETF Tr Dimensional with a value of $191M, Ishares Core S&P Total U.S. St with a value of $187M, Ishares Russell 3000 ETF with a value of $127M, and American Centy ETF Tr Avantis with a value of $111M.

Examining the 13F form we can see an increase of $147M in the current position value, from $1.49B to 1.64B.

Below you can find more details about Evensky & Katz LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.64 Billion
ETFs: $1.6 Billion

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 73
  • Current Value $1.64 Billion
  • Prior Value $1.49 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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