BUILDER INVESTMENT GROUP INC /ADV

Est. AUM

$460.9M

13F long equity, this entity only

Positions

102

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$137.0M	785808	29.73%	SOLE
2	ELI LILLY & CO	COM	$24.0M	26104	5.21%	SOLE
3	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$22.4M	315604	4.87%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$19.0M	486608	4.11%	SOLE
5	EQUINOX GOLD CORP	COM	$15.4M	1063604	3.34%	SOLE
6	PAN AMERN SILVER CORP	COM	$14.6M	267444	3.17%	SOLE
7	EXXON MOBIL CORP	COM	$13.3M	78485	2.89%	SOLE
8	MICROSOFT CORP	COM	$12.2M	32824	2.64%	SOLE
9	RTX CORPORATION	COM	$9.5M	49476	2.07%	SOLE
10	BWX TECHNOLOGIES INC	COM	$9.5M	46585	2.07%	SOLE
11	VISA INC	COM CL A	$8.5M	28065	1.84%	SOLE
12	TJX COS INC NEW	COM	$8.2M	51270	1.78%	SOLE
13	HUNTINGTON INGALLS INDS INC	COM	$7.6M	20040	1.65%	SOLE
14	LOCKHEED MARTIN CORP	COM	$7.3M	12067	1.58%	SOLE
15	JOHNSON & JOHNSON	COM	$7.3M	29806	1.58%	SOLE
16	RANGE RES CORP	COM	$7.0M	154805	1.52%	SOLE
17	MARSH & MCLENNAN COS INC	COM	$6.7M	38456	1.45%	SOLE
18	COCA COLA CO	COM	$6.2M	82076	1.35%	SOLE
19	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$6.2M	127393	1.34%	SOLE
20	SLB LIMITED	COM STK	$6.0M	116345	1.30%	SOLE
21	CISCO SYS INC	COM	$5.9M	76628	1.29%	SOLE
22	HOME DEPOT INC	COM	$5.5M	16696	1.19%	SOLE
23	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$5.2M	154811	1.14%	SOLE
24	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$5.0M	68442	1.10%	SOLE
25	HALLIBURTON CO	COM	$4.6M	117032	0.99%	SOLE
26	TEXAS INSTRS INC	COM	$4.5M	23325	0.98%	SOLE
27	PEPSICO INC	COM	$4.0M	25610	0.86%	SOLE
28	UNITED PARCEL SVCS INC	CL B	$4.0M	40311	0.86%	SOLE
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.2M	4980	0.70%	SOLE
30	CROWN CASTLE INC	COM	$3.2M	39608	0.70%	SOLE
31	ISHARES TR	RUS MID CAP ETF	$3.0M	30916	0.65%	SOLE
32	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$2.8M	118964	0.61%	SOLE
33	APPLE INC	COM	$2.6M	10440	0.57%	SOLE
34	THE CIGNA GROUP	COM	$2.5M	9528	0.55%	SOLE
35	COHEN & STEERS ETF TRUST	INFRASTRUCTURE	$2.5M	89052	0.54%	SOLE
36	ISHARES TR	CORE S&P500 ETF	$2.5M	3765	0.53%	SOLE
37	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$2.4M	65798	0.51%	SOLE
38	VANGUARD WELLINGTON FD	US MOMENTUM	$2.3M	11918	0.51%	SOLE
39	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.3M	43939	0.50%	SOLE
40	BALL CORP	COM	$2.3M	38882	0.50%	SOLE
41	AFLAC INC	COM	$2.3M	20770	0.49%	SOLE
42	FISERV INC	COM	$2.2M	39469	0.48%	SOLE
43	ISHARES TR	RUS MD CP GR ETF	$2.2M	16911	0.47%	SOLE
44	ISHARES TR	RUSSELL 2000 ETF	$2.0M	8051	0.43%	SOLE
45	ISHARES TR	MSCI EAFE ETF	$1.5M	15562	0.33%	SOLE
46	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.5M	42063	0.32%	SOLE
47	GALLAGHER ARTHUR J & CO	COM	$1.2M	5496	0.26%	SOLE
48	COSTCO WHOLESALE CORPORATION	COM	$1.1M	1150	0.25%	SOLE
49	WALMART INC	COM	$1.1M	9060	0.24%	SOLE
50	EQUIFAX INC	COM	$1.1M	6153	0.24%	SOLE

1–50 of 102

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.