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Filers›Pension Fund›Sensible Money, LLC
DOSSIER · 13F-HR · Q1 2026

Sensible Money, LLC

Sensible Money's pension fund based in Stamford, CT — $329M in tracked AUM across 86 positions as of Q1 2026.

SM
Sensible Money·Stamford, CT·Pension Fund
CIK 0001965229 · last filed Mar 31, 2026
Total AUM
$329M
▲ 15.1%
vs prior
Holdings
86
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Sensible Money, 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
DFAC
DIMENSIONAL ETF TRUST
$86M2.2M26.1%
02
DFAT
DIMENSIONAL ETF TRUST
$67M1.1M20.3%
03
DFEV
DIMENSIONAL ETF TRUST
$27M759K8.3%
04
DFEM
DIMENSIONAL ETF TRUST
$26M753K7.9%
05
DFIC
DIMENSIONAL ETF TRUST
$26M724K7.8%
06
DFAX
DIMENSIONAL ETF TRUST
$25M733K7.6%
07
DISV
DIMENSIONAL ETF TRUST
$12M313K3.8%
08
AAPL
APPLE INC
$4M15K1.2%
09
SCHA
SCHWAB STRATEGIC TR
$4M127K1.1%
10
FNDE
SCHWAB STRATEGIC TR
$3M85K1.0%

Filing history

Filing history loading…
AI Agent · grounded in Sensible
haiku-4-5 · 86 positions indexed
Sector mix
  • Tech8%
  • Health Care18%
  • Cons. Disc.5%
  • Communications48%
  • Industrials8%
  • Energy28%
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