Sensible Financial Planning & Management, Llc. Portfolio Holdings

Sensible Financial Planning & Management, Llc.

  • $551 Million
  • Q3 2025

Sensible Financial Planning & Management, Llc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $551 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Us Tips ETF with a value of $83.2M, Vanguard Total International B with a value of $83M, Ishares Tr with a value of $75.7M, Ishares Tr Broad Usd Inbd Etfv with a value of $73.5M, and Vanguard Index Fds S&P 500 ETF with a value of $27.6M.

Examining the 13F form we can see an increase of $26.7M in the current position value, from $524M to 551M.

Below you can find more details about Sensible Financial Planning & Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $551 Million
ETFs: $549 Million
Basic Materials: $1.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$83.2 Million 15.12% of portfolio
3,088,558
Q3 2025 Added 2.2%
$0
$83 Million 15.07% of portfolio
1,677,297
Q3 2025 Added 4.5%
$0
$75.7 Million 13.76% of portfolio
796,082
Q3 2025 Added 7.85%
$0
$73.5 Million 13.35% of portfolio
1,407,927
Q3 2025 Added 1.11%
$0
$27.6 Million 5.01% of portfolio
45,017
Q3 2025 Added 5.33%
$0
$26.1 Million 4.73% of portfolio
79,427
Q3 2025 Added 0.02%
$0
$23 Million 4.17% of portfolio
222,335
Q3 2025 Added 1.3%
$0
$22.6 Million 4.1% of portfolio
88,088
Q3 2025 Reduced 4.02%
$0
$21.7 Million 3.94% of portfolio
395,140
Q3 2025 Added 2.49%
$0
$15.5 Million 2.81% of portfolio
63,370
Q3 2025 Reduced 4.29%
$0
$13 Million 2.37% of portfolio
495,277
Q3 2025 Reduced 2.36%
$0
$11.5 Million 2.09% of portfolio
146,989
Q3 2025 Added 2.32%
$0
$11.3 Million 2.05% of portfolio
240,360
Q3 2025 Reduced 0.31%
$0
$8.2 Million 1.49% of portfolio
194,181
Q3 2025 Added 13.9%
$0
$7.42 Million 1.35% of portfolio
173,336
Q3 2025 Reduced 1.87%
$0
$6.95 Million 1.26% of portfolio
322,193
Q3 2025 Reduced 3.51%
$0
$5.67 Million 1.03% of portfolio
94,692
Q3 2025 Reduced 1.65%
$0
$5.12 Million 0.93% of portfolio
20,143
Q3 2025 Reduced 2.09%
$0
$3.33 Million 0.6% of portfolio
61,463
Q3 2025 Added 0.76%
$0
$3.14 Million 0.57% of portfolio
10,684
Q3 2025 Reduced 2.36%
$0
$2.95 Million 0.53% of portfolio
20,227
Q3 2025 Added 9.97%
$0
$2.74 Million 0.5% of portfolio
29,990
Q3 2025 Reduced 3.56%
$0
$2.24 Million 0.41% of portfolio
44,307
Q3 2025 Reduced 5.07%
$0
$1.99 Million 0.36% of portfolio
10,664
Q3 2025 Added 2.0%
$0
$1.95 Million 0.35% of portfolio
28,004
Q3 2025 Added 20.77%
$3.46B
$1.9 Million 0.34% of portfolio
24,979
Q3 2025 Reduced 1.24%
$0
$1 Million 0.18% of portfolio
10,770
Q3 2025 Reduced 3.52%
$0
$920,000 0.17% of portfolio
15,818
Q3 2025 Reduced 4.75%
$0
$540,000 0.1% of portfolio
12,445
Q3 2025 Added 10.4%
$0
$460,000 0.08% of portfolio
12,682
Q2 2024 Added 1.29%

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $551 Million
  • Prior Value $524 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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