Evensky & Katz LLC

DOSSIER · 13F-HR · Q1 2026

Evensky & Katz LLC

$1.8B in tracked AUM across 72 positions as of Q1 2026.

E&

CIK 0001357867 · last filed Mar 31, 2026

Total AUM

$1.8B

as of Q1 2026

Holdings

72

—

positions

Whale Score

64

64

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Evensky & Katz LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

ITOT

ISHARES CORE S&P TOTAL US STOCK MARKET

$225M1.6M12.8%02

DFIC

DFA INTL CORE EQUITY 2- ETF

$215M6.1M12.2%03

SCHB

SCHWAB US BROAD MARKET - ETF

$205M8.2M11.7%04

AVUV

AVANTIS SMALL CAP VALUE - ETF

$133M1.2M7.5%05

IWV

ISHARES RUSSELL 3000 INDEX - ETF

$126M341K7.2%06

DFEM

DFA EMERGING MKTS CORE EQUITY 2 - ETF

$82M2.4M4.6%07

VGSH

VANGUARD SHORT TERM GOVT BOND ETF

$78M1.3M4.4%08

VTI

VANGUARD TOTAL STOCK MARKET - ETF

$69M216K3.9%09

SPHQ

INVESCO S&P 500 QUALITY - ETF

$58M775K3.3%10

VIG

VANGUARD DIVIDEND APPRECIATION - ETF