What does WorthPointe, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

WorthPointe, 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DIMENSIONAL ETF TRUST

$67M1.7M18.1%

DIMENSIONAL ETF TRUST

$25M520K6.8%

AMERICAN CENTY ETF TR

$25M227K6.8%

SPDR SERIES TRUST

$20M699K5.5%

VANGUARD INDEX FDS

$14M24K3.8%

SCHWAB STRATEGIC TR

$14M557K3.8%

DIMENSIONAL ETF TRUST

$11M150K2.9%

DIMENSIONAL ETF TRUST

$10M218K2.8%

AMERICAN CENTY ETF TR

$9M111K2.5%

DIMENSIONAL ETF TRUST

$9M246K2.4%

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