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Portfolio (Quarterly) Guide ↗

Sensible Money, LLC

· CIK 0001965229
13F Portfolio $329M AUM 86 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 19 Added 17 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 IBM INTERNATIONAL BUSINESS MACHS Technology 869 $257K 0.08% SOLD
2 VYM VANGUARD WHITEHALL FDS 1,490 $214K 0.07% SOLD
3 LLY ELI LILLY & CO Healthcare 192 $206K 0.07% SOLD
4 GOLDEN MATRIX GROUP INC 10,000 $8K 0.00% SOLD
Sector Allocation
Technology 36.4%
Financial Services 25.1%
Communication Services 15.3%
Basic Materials 14.9%
Consumer Cyclical 4.9%
Consumer Defensive 2.1%
Healthcare 1.3%