DOSSIER · 13F-HR · Q1 2026

Trailhead Planners LLC

$104M in tracked AUM across 49 positions as of Q1 2026.

TP
CIK 0002109534 · last filed Mar 31, 2026
Total AUM
$104M
as of Q1 2026
Holdings
49
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Trailhead Planners 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
DFAI
DIMENSIONAL ETF TRUST
$11M288K10.8%
02
AVLV
AMERICAN CENTY ETF TR
$11M131K10.1%
03
DUHP
DIMENSIONAL ETF TRUST
$9M255K9.0%
04
AVSU
AMERICAN CENTY ETF TR
$8M109K7.8%
05
AVUV
AMERICAN CENTY ETF TR
$7M62K6.5%
06
AVSD
AMERICAN CENTY ETF TR
$6M80K5.7%
07
DIHP
DIMENSIONAL ETF TRUST
$4M128K4.0%
08
SGOV
ISHARES TR
$4M37K3.5%
09
AVDV
AMERICAN CENTY ETF TR
$3M34K3.2%
10
AVES
AMERICAN CENTY ETF TR
$3M55K3.2%

Filing history

2026Q1Mar 31
$104M 2.4%
49 positionsView →
2025Q4Dec 31
$102M
51 positionsView →