Sanchez Levi Garrett

Est. AUM

$159.5M

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 INDEX FDS	S&P 500 ETF SHS	$26.8M	44863	16.81%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$18.7M	291948	11.73%	SOLE
3	VANGUARD WORLD FD	ESG US STK ETF	$10.2M	90921	6.40%	SOLE
4	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$7.5M	204197	4.71%	SOLE
5	VANGUARD WORLD FD	ESG INTL STK ETF	$6.3M	87132	3.92%	SOLE
6	VANGUARD INDEX FDS	EXTEND MKT ETF	$5.4M	26071	3.36%	SOLE
7	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$5.2M	115971	3.28%	SOLE
8	VANGUARD MUN BD FDS	TAX EXEMPT BD	$5.1M	102404	3.20%	SOLE
9	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.0M	92381	3.13%	SOLE
10	APPLE INC	COM	$4.3M	16783	2.67%	SOLE
11	ISHARES TR	SHRT NAT MUN ETF	$4.1M	38236	2.55%	SOLE
12	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$4.1M	40227	2.55%	SOLE
13	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$3.2M	100800	2.04%	SOLE
14	MICROSOFT CORP	COM	$3.2M	8591	1.99%	SOLE
15	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.0M	89942	1.91%	SOLE
16	AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.9M	29013	1.82%	SOLE
17	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.8M	71261	1.74%	SOLE
18	ISHARES TR	ESG SELECT SCRE	$1.9M	42270	1.20%	SOLE
19	VANGUARD INDEX FDS	SMALL CP ETF	$1.8M	6979	1.15%	SOLE
20	COSTCO WHOLESALE CORPORATION	COM	$1.7M	1722	1.08%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	58813	0.94%	SOLE
22	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.3M	35004	0.84%	SOLE
23	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.3M	27071	0.82%	SOLE
24	ISHARES ETHEREUM TR	SHS	$1.3M	82118	0.82%	SOLE
25	AMERICAN CENTY ETF TR	US EQT ETF	$1.2M	11171	0.78%	SOLE
26	SPDR INDEX SHS FDS	STATE STREET SPD	$1.1M	24460	0.72%	SOLE
27	US BANCORP	COM NEW	$1.1M	22036	0.72%	SOLE
28	AMAZON COM INC	COM	$1.0M	4970	0.65%	SOLE
29	CATERPILLAR INC	COM	$1.0M	1439	0.64%	SOLE
30	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$996K	2947	0.62%	SOLE
31	ALPHABET INC	CAP STK CL A	$941K	3272	0.59%	SOLE
32	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$804K	18264	0.50%	SOLE
33	APPLIED MATLS INC	COM	$575K	1683	0.36%	SOLE
34	MARATHON PETE CORP	COM	$535K	2192	0.34%	SOLE
35	JPMORGAN CHASE & CO	COM	$523K	1779	0.33%	SOLE
36	VANGUARD INDEX FDS	GROWTH ETF	$521K	1192	0.33%	SOLE
37	META PLATFORMS INC	CL A	$506K	885	0.32%	SOLE
38	DELTA AIR LINES INC	COM NEW	$505K	7594	0.32%	SOLE
39	VANGUARD INDEX FDS	TOTAL STK MKT	$490K	1527	0.31%	SOLE
40	NVIDIA CORPORATION	COM	$467K	2679	0.29%	SOLE
41	ISHARES TR	ESG AWR US AGRGT	$460K	9672	0.29%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$456K	15692	0.29%	SOLE
43	VANGUARD INDEX FDS	MID CAP ETF	$454K	1582	0.28%	SOLE
44	WALMART INC	COM	$453K	3648	0.28%	SOLE
45	STARBUCKS CORP	COM	$442K	4938	0.28%	SOLE
46	SUNCOR ENERGY INC NEW	COM	$417K	6304	0.26%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$409K	17533	0.26%	SOLE
48	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$396K	10191	0.25%	SOLE
49	VANECK ETF TRUST	URANIUM AND NUCL	$388K	2914	0.24%	SOLE
50	VANGUARD INDEX FDS	VALUE ETF	$386K	1970	0.24%	SOLE

1–50 of 74

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