DOSSIER · 13F-HR · Q2 2026

Passive Capital Management, LLC.

$320M in tracked AUM across 94 positions as of Q2 2026.

PC
CIK 0001958250 · last filed Jun 30, 2026
Total AUM
$320M
as of Q2 2026
Holdings
94
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Passive Capital Management, LLC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$53M1.3M16.7%
02
VNQ
VANGUARD INDEX FDS
$38M434K12.0%
03
SCHO
SCHWAB STRATEGIC TR
$28M1.2M8.9%
04
AVUS
AMERICAN CENTURY ETF TR
$21M188K6.6%
05
DFIC
DIMENSIONAL ETF TRUST
$19M560K6.0%
06
VTEB
VANGUARD MUN BD FDS
$16M318K5.0%
07
AVDE
AMERICAN CENTURY ETF TR
$15M186K4.8%
08
SCHB
SCHWAB STRATEGIC TR
$14M527K4.3%
09
DFSD
DIMENSIONAL ETF TRUST
$11M233K3.5%
10
AVEM
AMERICAN CENTURY ETF TR
$9M122K2.9%

Filing history

2026Q2Jun 30
$320M 4.5%
94 positionsView →
2026Q1Mar 31
$335M 4.7%
104 positionsView →
2025Q4Dec 31
$320M 4.3%
94 positionsView →
2025Q3Sep 30
$307M 4.6%
88 positionsView →
2025Q2Jun 30
$321M 1.8%
82 positionsLocked
2025Q1Mar 31
$316M 11.1%
83 positionsLocked
2024Q4Dec 31
$284M 0.8%
65 positionsLocked
2024Q3Sep 30
$286M 6.3%
65 positionsLocked
2024Q2Jun 30
$269M 5.4%
66 positionsLocked
2024Q1Mar 31
$256M 3.8%
59 positionsLocked
2023Q4Dec 31
$246M 10.1%
54 positionsLocked
2023Q3Sep 30
$224M 5.0%
54 positionsLocked
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