DEFINE FINANCIAL, LLC

Est. AUM

$184.3M

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	VANGUARD MALVERN FDS	STRM INFPROIDX	$28.3M	566241	15.35%	SOLE
2	AMERICAN CENTY ETF TR	US SML CP VALU	$27.5M	248904	14.92%	SOLE
3	AMERICAN CENTY ETF TR	INTL SMCP VLU	$25.2M	252101	13.66%	SOLE
4	VANGUARD INDEX FDS	TOTAL STK MKT	$23.2M	72406	12.61%	SOLE
5	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$21.5M	286389	11.67%	SOLE
6	VANGUARD INDEX FDS	REAL ESTATE ETF	$19.3M	217260	10.46%	SOLE
7	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$12.2M	151258	6.61%	SOLE
8	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$11.3M	208901	6.13%	SOLE
9	MICROSOFT CORP	COM	$1.5M	3989	0.80%	SOLE
10	APPLE INC	COM	$1.3M	5152	0.71%	SOLE
11	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.3M	1978	0.70%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$805K	1679	0.44%	SOLE
13	VANGUARD INDEX FDS	LARGE CAP ETF	$720K	2409	0.39%	SOLE
14	NVIDIA CORPORATION	COM	$702K	4027	0.38%	SOLE
15	ALPHABET INC	CAP STK CL C	$696K	2426	0.38%	SOLE
16	AMAZON COM INC	COM	$584K	2806	0.32%	SOLE
17	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$527K	12831	0.29%	SOLE
18	AIRBNB INC	COM CL A	$495K	3919	0.27%	SOLE
19	VANGUARD INDEX FDS	S&P 500 ETF SHS	$475K	795	0.26%	SOLE
20	MOTOROLA SOLUTIONS INC	COM NEW	$465K	1071	0.25%	SOLE
21	PROSHARES TR	S&P 500 DV ARIST	$419K	3956	0.23%	SOLE
22	VANGUARD INDEX FDS	GROWTH ETF	$411K	941	0.22%	SOLE
23	COSTCO WHOLESALE CORPORATION	COM	$409K	411	0.22%	SOLE
24	FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$398K	5659	0.22%	SOLE
25	DIMENSIONAL ETF TRUST	INTERNATIONAL	$388K	9144	0.21%	SOLE
26	SEMPRA	COM	$378K	3886	0.21%	SOLE
27	TETRA TECH INC NEW	COM	$354K	11737	0.19%	SOLE
28	VANGUARD INDEX FDS	VALUE ETF	$351K	1791	0.19%	SOLE
29	ISHARES TR	CORE S&P500 ETF	$341K	522	0.19%	SOLE
30	VANGUARD WORLD FD	INF TECH ETF	$318K	456	0.17%	SOLE
31	CONSTELLATION BRANDS INC	CL A	$302K	2010	0.16%	SOLE
32	CINTAS CORP	COM	$302K	1786	0.16%	SOLE
33	TESLA INC	COM	$274K	736	0.15%	SOLE
34	FIDELITY COVINGTON TRUST	MSCI INDL INDX	$264K	3054	0.14%	SOLE
35	ALPHABET INC	CAP STK CL A	$252K	876	0.14%	SOLE
36	VISA INC	COM CL A	$237K	783	0.13%	SOLE
37	QUALCOMM INC	COM	$217K	1685	0.12%	SOLE
38	BNY MELLON ETF TRUST	US LRG CP CORE	$214K	1717	0.12%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET UTI	$208K	4538	0.11%	SOLE
40	ISHARES TR	1 3 YR TREAS BD	$200K	2427	0.11%	SOLE
41	LINEAGE CELL THERAPEUTICS IN	COM	$32K	20000	0.02%	SOLE

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