DOSSIER · 13F-HR · Q2 2026

Sprinkle Financial Consultants LLC

$255M in tracked AUM across 104 positions as of Q2 2026.

SF
CIK 0002011593 · last filed Jun 30, 2026
Total AUM
$255M
as of Q2 2026
Holdings
104
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Sprinkle Financial Consultants 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
SCHX
SCHWAB STRATEGIC TR
$24M826K9.5%
02
JGRO
J P MORGAN EXCHANGE TRADED F
$19M190K7.4%
03
OKE
ONEOK INC NEW
$15M171K5.8%
04
IJR
ISHARES TR
$14M97K5.6%
05
JCPB
J P MORGAN EXCHANGE TRADED F
$12M255K4.7%
06
DFGR
DIMENSIONAL ETF TRUST
$11M379K4.3%
07
JPSE
J P MORGAN EXCHANGE TRADED F
$11M180K4.2%
08
DFUV
DIMENSIONAL ETF TRUST
$9M157K3.4%
09
HELO
J P MORGAN EXCHANGE TRADED F
$8M120K3.2%
10
IVV
ISHARES TR
$6M8K2.4%

Filing history

2026Q2Jun 30
$255M 17.6%
104 positionsView →
2026Q1Mar 31
$217M 10.2%
99 positionsView →
2025Q4Dec 31
$197M 9.9%
88 positionsView →
2025Q3Sep 30
$179M 9.5%
84 positionsView →
2025Q2Jun 30
$164M 3.8%
82 positionsLocked
2025Q1Mar 31
$158M 7.3%
76 positionsLocked
2024Q4Dec 31
$147M 4.9%
70 positionsLocked
2024Q3Sep 30
$140M 10.3%
70 positionsLocked
2024Q2Jun 30
$127M 8.3%
67 positionsLocked
2024Q1Mar 31
$117M 19.2%
64 positionsLocked
2023Q4Dec 31
$98M
59 positionsLocked