DOSSIER · 13F-HR · Q3 2025

Sensible Financial Planning & Management, LLC.

$551M in tracked AUM across 31 positions as of Q3 2025.

SF
CIK 0001567738 · last filed Sep 30, 2025
Total AUM
$551M
as of Q3 2025
Holdings
31
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

Sensible Financial Planning & Management, LLC. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
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Filing history

2025Q3Sep 30
$551M▲ 4.6%
31 positionsLocked
2025Q2Jun 30
$527M▲ 5.1%
37 positionsLocked
2025Q1Mar 31
$501M▲ 3.8%
30 positionsLocked
2024Q4Dec 31
$482M▼ 4.7%
29 positionsLocked
2024Q3Sep 30
$507M▲ 9.5%
53 positionsLocked
2024Q2Jun 30
$463M▲ 2.3%
27 positionsLocked
2024Q1Mar 31
$452M▲ 6.1%
29 positionsLocked
2023Q4Dec 31
$426M▲ 7.2%
27 positionsLocked
2023Q3Sep 30
$398M▼ 6.6%
28 positionsLocked
2023Q2Jun 30
$426M▲ 0.5%
32 positionsLocked
2023Q1Mar 31
$424M▲ 105189.2%
32 positionsLocked
2022Q4Dec 31
$403K▲ 3.5%
32 positionsLocked
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