BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Sensible Money, LLC

· CIK 0001965229
13F Portfolio $377M AUM 101 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 26 Added 17 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 VIG VANGUARD SPECIALIZED FUNDS 1,614 $347K 0.11% SOLD
2 RDVY FIRST TR EXCHANGE TRADED FD 3,665 $250K 0.08% SOLD
3 PTNQ PACER FDS TR 3,000 $219K 0.07% SOLD
Sector Allocation
Technology 40.3%
Financial Services 25.2%
Basic Materials 14.2%
Communication Services 9.9%
Consumer Cyclical 4.8%
Healthcare 4.1%
Consumer Defensive 1.5%