account_balance

Investment manager · 13F filer · SEC CIK 1862965

Applied Capital LLC

Reported value$310Mas of Jun 30, 2026
Positions53 4 new, 1 sold out
Top 10 weight77.5%DFAC alone is 20%
FiledJul 2121 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 20.1% Held
VOO Vanguard Index FDS 13.4% Added +5%
VEA Vanguard Tax-Managed FDS 8.2% Added +6%
VTI Vanguard Index FDS 6.5% Trimmed −5%
VXF Vanguard Index FDS 5.9% Added +7%
DFIC Dimensional ETF Trust 5.8% Added +5%
BNDW Vanguard Scottsdale FDS 5.5% Added +13%
DUHP Dimensional ETF Trust 5.0% Added +5%
VXUS Vanguard Star FDS 3.9% Trimmed −5%
VWO Vanguard Intl Equity Index F 3.3% Added +7%
DFGP Dimensional ETF Trust 2.1% Added +2%
DFCF Dimensional ETF Trust 1.8% Added +3%

What changed

Biggest moves since Mar 31, 2026

Filed Jul 21, 2026, compared with the Apr 22, 2026 filing
add_circleNew
  • ZJUN $456K
  • DDFZ $409K
  • FTEC $245K
  • DDFL $212K
arrow_upwardAdded
  • BNDX +92%
  • BND +89%
  • DUSB +55%
  • BALT +34%
arrow_downwardTrimmed
  • AVXC −16%
  • VGSH −14%
  • VUSB −13%
  • CPSL −12%
remove_circleSold out
  • AJUL $224K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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