Shearwater Capital LLC

Est. AUM

$190.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$66.2M	1703919	34.72%	SOLE
2	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$30.7M	903646	16.10%	SOLE
3	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$18.1M	342478	9.48%	SOLE
4	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$6.4M	133062	3.38%	SOLE
5	DOCUSIGN INC	COM	$5.4M	113428	2.82%	SOLE
6	DIMENSIONAL ETF TRUST	US TARGETED VLU	$5.1M	82111	2.69%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.0M	10467	2.63%	SOLE
8	AMAZON COM INC	COM	$3.0M	14551	1.59%	SOLE
9	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.9M	74463	1.52%	SOLE
10	DIMENSIONAL ETF TRUST	US EQUITY ETF	$2.9M	40887	1.52%	SOLE
11	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$2.9M	83580	1.51%	SOLE
12	ISHARES TR	CORE S&P500 ETF	$2.4M	3680	1.26%	SOLE
13	DIMENSIONAL ETF TRUST	NATIONAL MUNICIP	$2.1M	44116	1.11%	SOLE
14	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.0M	77331	1.04%	SOLE
15	SPDR GOLD TR	GOLD SHS	$1.8M	4278	0.97%	SOLE
16	DIMENSIONAL ETF TRUST	INFLATION PROTE	$1.8M	42539	0.93%	SOLE
17	TESLA INC	COM	$1.7M	4531	0.88%	SOLE
18	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.7M	23472	0.88%	SOLE
19	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$1.4M	34134	0.76%	SOLE
20	STEEL DYNAMICS INC	COM	$1.3M	7291	0.69%	SOLE
21	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.2M	39910	0.64%	SOLE
22	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.2M	30966	0.64%	SOLE
23	NVIDIA CORPORATION	COM	$1.2M	6950	0.64%	SOLE
24	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.2M	39703	0.61%	SOLE
25	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.1M	33961	0.60%	SOLE
26	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.1M	36275	0.59%	SOLE
27	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.1M	30461	0.56%	SOLE
28	SCHWAB STRATEGIC TR	US AGGREGATE B	$970K	41789	0.51%	SOLE
29	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$927K	17173	0.49%	SOLE
30	ALPHABET INC	CAP STK CL C	$876K	3055	0.46%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.38%	SOLE
32	APPLE INC	COM	$705K	2776	0.37%	SOLE
33	VANGUARD INDEX FDS	S&P 500 ETF SHS	$685K	1147	0.36%	SOLE
34	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$660K	24815	0.35%	SOLE
35	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$609K	16574	0.32%	SOLE
36	SCHWAB STRATEGIC TR	US TIPS ETF	$567K	21290	0.30%	SOLE
37	C3 AI INC	CL A	$566K	67276	0.30%	SOLE
38	VANGUARD INDEX FDS	TOTAL STK MKT	$497K	1550	0.26%	SOLE
39	ADOBE INC	COM	$491K	2018	0.26%	SOLE
40	ISHARES TR	S&P 500 GRWT ETF	$433K	3830	0.23%	SOLE
41	MOODYS CORP	COM	$421K	964	0.22%	SOLE
42	JPMORGAN CHASE & CO	COM	$413K	1403	0.22%	SOLE
43	DIMENSIONAL ETF TRUST	SHORT DURATION F	$407K	8495	0.21%	SOLE
44	DEERE & CO	COM	$390K	692	0.20%	SOLE
45	ORACLE CORP	COM	$381K	2589	0.20%	SOLE
46	STERIS PLC	SHS USD	$375K	1694	0.20%	SOLE
47	MARRIOTT INTL INC NEW	CL A	$361K	1104	0.19%	SOLE
48	BOEING CO	COM	$331K	1661	0.17%	SOLE
49	SCHWAB STRATEGIC TR	INTL EQTY ETF	$330K	13328	0.17%	SOLE
50	AFFIRM HLDGS INC	COM CL A	$321K	7000	0.17%	SOLE

1–50 of 71

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