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Portfolio (Quarterly) Guide ↗

Shearwater Capital LLC

· CIK 0001905665
13F Portfolio $209M AUM 65 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 10 Added 14 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFIS DIMENSIONAL ETF TRUST 12,239.0 $429K 0.20% NEW $35.03 +5.9%
2 SCHE SCHWAB STRATEGIC TR 5,630.0 $204K 0.10% NEW $36.26 +2.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.6%
Consumer Cyclical 25.8%
Financial Services 12.8%
Basic Materials 7.5%
Industrials 4.7%
Healthcare 4.4%
Energy 1.1%