Institutions / Define Financial, LLC
Define Financial, LLC
CIK 2021320 · Institution · as of Dec 31, 2025
Portfolio value
$176.42M
Positions
43
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 43 →
| Company | Value | % of portfolio |
|---|---|---|
| American Centy ETF Tr | $25.26M | 14.3% |
| Vanguard Malvern Fds | $25.24M | 14.3% |
| American Centy ETF Tr | $23.83M | 13.5% |
| Vanguard Index Fds | $23.32M | 13.2% |
| Vanguard Intl Equity Index F | $20.77M | 11.8% |
| Vanguard Index Fds | $18.10M | 10.3% |
| American Centy ETF Tr | $11.50M | 6.5% |
| Vanguard Intl Equity Index F | $10.98M | 6.2% |
| Microsoft Corp | $1.89M | 1.1% |
| Apple Inc. | $1.55M | 0.9% |
| SPDR S&P 500 ETF Tr | $1.35M | 0.8% |
| Warren E. Buffett | $824.3K | 0.5% |
| Vanguard Index Fds | $756.1K | 0.4% |
| NVIDIA Corp | $733.3K | 0.4% |
| Alphabet Inc. | $693.7K | 0.4% |
| Amazon.com Inc | $603.2K | 0.3% |
| Dimensional ETF Trust | $556.0K | 0.3% |
| Airbnb, Inc. | $531.9K | 0.3% |
| Vanguard Index Fds | $529.9K | 0.3% |
| Vanguard Index Fds | $458.8K | 0.3% |
| Fidelity Covington Trust | $419.0K | 0.2% |
| ProShares Tr | $409.7K | 0.2% |
| Motorola Solutions, Inc. | $409.4K | 0.2% |
| Dimensional ETF Trust | $394.1K | 0.2% |
| Tetra Tech Inc | $392.9K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.