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

25 LLC

· CIK 0001968777
13F Portfolio $365M AUM 80 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 38 Added 11 Reduced 2 Exited
Page 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFAT DIMENSIONAL ETF TRUST 25,806.0 $1.8M 0.49% $69.90 +1.8%
22 AMZN AMAZON COM INC Consumer Cyclical 7,460.0 $1.8M 0.49% +50.0 +0.7% $238.34 +11.8%
23 DFIC DIMENSIONAL ETF TRUST 42,056.0 $1.6M 0.43% +629.0 +1.5% $37.26 +5.3%
24 DFIV DIMENSIONAL ETF TRUST 28,394.0 $1.5M 0.42% +202.0 +0.7% $54.02 +7.3%
25 TQQQ PROSHARES TR 18,582.0 $1.5M 0.41% $81.00 -11.3%
26 MSFT MICROSOFT CORP Technology 3,894.0 $1.5M 0.40% +373.0 +10.6% $373.06 +37.7%
27 DFEM DIMENSIONAL ETF TRUST 32,857.0 $1.3M 0.37% +2K +4.8% $40.64 -0.8%
28 SCHC SCHWAB STRATEGIC TR 25,921.0 $1.2M 0.34% $48.12 +7.0%
29 DFUS DIMENSIONAL ETF TRUST 14,980.0 $1.2M 0.34% $81.94 +2.4%
30 GOOGL ALPHABET INC Communication Services 3,207.0 $1.1M 0.31% +390.0 +13.8% $357.37 -3.0%
31 SPACE EXPLORATION TECHN CORP 6,026.0 $1.0M 0.28% NEW $170.86
32 WMT WALMART INC Consumer Defensive 9,038.0 $1.0M 0.28% +868.0 +10.6% $113.27 -9.0%
33 EFV ISHARES TR 12,234.0 $937K 0.26% +166.0 +1.4% $76.55 +6.8%
34 DFAS DIMENSIONAL ETF TRUST 11,118.0 $915K 0.25% $82.34 -0.3%
35 DFCF DIMENSIONAL ETF TRUST 20,808.0 $878K 0.24% +1K +7.2% $42.21 -1.6%
36 SCHG SCHWAB STRATEGIC TR 23,730.0 $803K 0.22% NEW $33.84 +5.7%
37 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,069.0 $798K 0.22% +35.0 +3.4% $746.73 +3.0%
38 META META PLATFORMS INC Communication Services 1,255.0 $707K 0.19% +33.0 +2.7% $563.20 +2.6%
39 LLY ELI LILLY & CO Healthcare 551.0 $661K 0.18% +25.0 +4.8% $1199.43 -2.2%
40 DFSV DIMENSIONAL ETF TRUST 15,428.0 $598K 0.16% $38.79 +3.0%
Page 2 of 4  ·  80 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 52.2%
Consumer Cyclical 12.0%
Communication Services 9.3%
Financial Services 8.4%
Industrials 5.8%
Healthcare 5.4%
Consumer Defensive 4.7%
Energy 2.2%