DOSSIER · 13F-HR · Q3 2026

Twin Cities Retirement Group LLC

$121M in tracked AUM across 27 positions as of Q3 2026.

TC
CIK 0002109366 · last filed Sep 30, 2026
Total AUM
$121M
as of Q3 2026
Holdings
27
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Twin Cities Retirement Group LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VCIT
VANGUARD SCOTTSDALE FDS
$19M247K16.1%
02
VCSH
VANGUARD SCOTTSDALE FDS
$15M193K12.4%
03
DISV
DIMENSIONAL ETF TRUST
$13M302K10.9%
04
VEA
VANGUARD TAX-MANAGED FDS
$12M173K10.2%
05
IJR
ISHARES TR
$10M77K8.7%
06
DFAT
DIMENSIONAL ETF TRUST
$9M137K7.6%
07
DFAC
DIMENSIONAL ETF TRUST
$5M117K4.3%
08
DFAU
DIMENSIONAL ETF TRUST
$5M97K4.2%
09
IBDT
ISHARES TR
$5M190K3.9%
10
DFUS
DIMENSIONAL ETF TRUST
$3M40K2.8%

Filing history

2026Q3Sep 30
$121M▲ 3.2%
27 positionsView →
2026Q2Jun 30
$117M▲ 6.8%
22 positionsView →
2026Q1Mar 31
$109M▲ 5.5%
24 positionsView →
2025Q4Dec 31
$104M—
24 positionsView →