DOSSIER · 13F-HR · Q2 2026

Trailhead Planners LLC

$103M in tracked AUM across 57 positions as of Q2 2026.

TP
CIK 0002109534 · last filed Jun 30, 2026
Total AUM
$103M
as of Q2 2026
Holdings
57
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Trailhead Planners 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
DFAI
DIMENSIONAL ETF TRUST
$11M264K10.5%
02
AVLV
AMERICAN CENTY ETF TR
$11M117K10.3%
03
DUHP
DIMENSIONAL ETF TRUST
$10M231K9.3%
04
AVUV
AMERICAN CENTY ETF TR
$7M55K6.6%
05
AVSU
AMERICAN CENTY ETF TR
$5M52K4.5%
06
BRK/A
BERKSHIRE HATHAWAY INC DEL
$4M64.3%
07
DIHP
DIMENSIONAL ETF TRUST
$4M114K3.8%
08
AVSD
AMERICAN CENTY ETF TR
$3M42K3.3%
09
AVES
AMERICAN CENTY ETF TR
$3M50K3.2%
10
AVDV
AMERICAN CENTY ETF TR
$3M31K3.1%

Filing history

2026Q2Jun 30
$103M 0.7%
57 positionsView →
2026Q1Mar 31
$104M 2.4%
49 positionsView →
2025Q4Dec 31
$102M
51 positionsView →