Evensky & Katz LLC Portfolio Holdings

Evensky & Katz LLC

  • $1.49 Billion
  • Q1 2025

Evensky & Katz LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.49 Billion distributed in 78 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 $194M, Dimensional ETF Tr Dimensional with a value of $175M, Ishares Core S&P Total U.S. St with a value of $174M, Ishares Russell 3000 ETF with a value of $116M, and American Centy ETF Tr Avantis with a value of $88.1M.

Examining the 13F form we can see an decrease of $37.8M in the current position value, from $1.53B to 1.49B.

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

Portfolio value $1.49 Billion
ETFs: $1.48 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $1.49 Billion
  • Prior Value $1.53 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
Track This Portfolio

Track Evensky & Katz LLC Portfolio

Follow Evensky & Katz LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evensky & Katz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evensky & Katz LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email