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Portfolio (Quarterly) Guide ↗

Sprinkle Financial Consultants LLC

· CIK 0002011593
13F Portfolio $255M AUM 104 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 47 Added 16 Reduced 5 Exited
Page 1 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JGRO J P MORGAN EXCHANGE TRADED F 190,225.0 $18.8M 7.36% +8K +4.6% $98.60 -4.0%
2 OKE ONEOK INC NEW Energy 170,549.0 $14.8M 5.82% +43K +33.5% $86.94 +9.8%
3 JCPB J P MORGAN EXCHANGE TRADED F 255,479.0 $12.0M 4.71% +32K +14.6% $46.94 -2.1%
4 DFGR DIMENSIONAL ETF TRUST 378,545.0 $11.0M 4.30% +3K +0.8% $28.97 -0.4%
5 J P MORGAN EXCHANGE TRADED F 179,745.0 $10.8M 4.24% +5K +2.8% $60.17
6 HELO J P MORGAN EXCHANGE TRADED F 120,333.0 $8.1M 3.19% +19K +18.5% $67.58 +3.2%
7 TCAF T ROWE PRICE EXCHANGE-TRADED 139,797.0 $5.7M 2.25% +4K +3.1% $41.10 +4.2%
8 AVGE AMERICAN CENTY ETF TR 57,470.0 $5.7M 2.23% +641.0 +1.1% $99.10 +3.1%
9 MINO PIMCO ETF TR 122,760.0 $5.6M 2.20% +24K +24.3% $45.76 -3.6%
10 DFIC DIMENSIONAL ETF TRUST 146,074.0 $5.4M 2.13% +10K +7.0% $37.26 +5.9%
11 DFAW DIMENSIONAL ETF TRUST 53,732.0 $4.4M 1.75% +2K +4.4% $82.81 +3.4%
12 QLTY GMO ETF TRUST 91,207.0 $3.8M 1.49% +4K +4.5% $41.62 +3.4%
13 DFAS DIMENSIONAL ETF TRUST 42,847.0 $3.5M 1.38% +925.0 +2.2% $82.34 -0.2%
14 AVEM AMERICAN CENTY ETF TR 35,441.0 $3.4M 1.34% +1K +3.7% $96.48 +0.3%
15 PYLD PIMCO ETF TR 127,113.0 $3.4M 1.32% +14K +12.4% $26.52 -1.8%
16 AVLV AMERICAN CENTY ETF TR 36,907.0 $3.4M 1.32% +7K +22.7% $91.21 +3.8%
17 AVRE AMERICAN CENTY ETF TR 62,091.0 $2.9M 1.15% +9K +16.0% $47.38 -0.4%
18 AMZN AMAZON COM INC Consumer Cyclical 11,962.0 $2.9M 1.12% +625.0 +5.5% $238.34 +8.5%
19 OGS ONE GAS INC Utilities 35,372.0 $2.7M 1.07% +6K +19.0% $77.07 +3.6%
20 NVDA NVIDIA CORPORATION Technology 10,156.0 $2.0M 0.80% +6K +145.2% $200.10 +15.1%
Page 1 of 3  ·  47 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
Energy 41.1%
Technology 17.9%
Communication Services 14.6%
Consumer Cyclical 8.0%
Utilities 7.8%
Financial Services 6.7%
Industrials 3.9%