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Portfolio (Quarterly) Guide ↗

DEFINE FINANCIAL, LLC

· CIK 0002021320
13F Portfolio $218M AUM 47 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 34 Added 2 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 779.0 $535K 0.25% -66.0 -7.8% $687.24 +1.9%
2 IVV ISHARES TR 407.0 $305K 0.14% -163.0 -28.6% $749.15 +2.2%

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 45.1%
Financial Services 14.8%
Consumer Cyclical 13.3%
Healthcare 7.4%
Communication Services 7.2%
Consumer Defensive 5.2%
Industrials 4.5%
Utilities 2.5%