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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
Page 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XOM EXXON MOBIL CORP Energy 1,731.0 $237K 0.11% $136.72 +20.4%
62 DFCA DIMENSIONAL ETF TRUST 4,709.0 $236K 0.11% +523.0 +12.5% $50.18 -2.1%
63 DFEV DIMENSIONAL ETF TRUST 5,314.0 $227K 0.11% -2K -23.7% $42.67 -0.1%
64 EFV ISHARES TR 2,898.0 $222K 0.11% $76.55 +6.6%
65 SCHE SCHWAB STRATEGIC TR 5,630.0 $204K 0.10% NEW $36.26 +2.3%
Page 4 of 4  ·  65 positions

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%