Sprinkle Financial Consultants LLC Portfolio Holdings

Sprinkle Financial Consultants LLC

  • $164 Billion
  • Q2 2025

Sprinkle Financial Consultants LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $164 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $21.4B, J P Morgan Exchange Traded Fd with a value of $11.2B, Ishares Core S&P Sm Cap ETF with a value of $10.5B, Oneok Inc with a value of $9.58B, and Dimensional ETF Trust with a value of $9.12B.

Examining the 13F form we can see an increase of $6.05B in the current position value, from $158B to 164B.

Sprinkle Financial Consultants LLC is based out at Littleton, CO

Below you can find more details about Sprinkle Financial Consultants LLC portfolio as well as his latest detailed transactions.

Portfolio value $164 Billion
ETFs: $85.7 Billion
Energy: $12.8 Billion
Technology: $4.49 Billion
Communication Services: $3.94 Billion
Financial Services: $3.01 Billion
Utilities: $2.6 Billion
Consumer Cyclical: $2.48 Billion
Industrials: $729 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.01B
$2.6 Billion 1.59% of portfolio
36,176
Q2 2025 Reduced 29.31%
$8.58B
$269 Million 0.16% of portfolio
14,220
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $164 Billion
  • Prior Value $158 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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