account_balance

Investment manager · 13F filer · SEC CIK 1905665

Shearwater Capital LLC

Reported value$211Mas of Sep 30, 2026
Positions71 6 new, 0 sold out
Top 10 weight76.9%DFAC alone is 35%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 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 35.2% Trimmed −2%
DFAX Dimensional ETF Trust 15.7% Trimmed −3%
DFIV Dimensional ETF Trust 9.0% Held
DOCU DocuSign, Inc. 3.6% Held
DFUV Dimensional ETF Trust 3.2% Held
DFAT Dimensional ETF Trust 2.5% Held
BRK-B Berkshire Hathaway Inc 2.5% Held
DFEM Dimensional ETF Trust 2.0% Added +13%
AMZN Amazon.com Inc 1.7% Held
DFAI Dimensional ETF Trust 1.4% Held
DFUS Dimensional ETF Trust 1.4% Held
IVV iShares Tr 1.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 8, 2026 filing
add_circleNew
  • VTEB $414K
  • XLK $346K
  • DFLV $261K
  • DFIC $259K
arrow_upwardAdded
  • DFEM +13%
  • DFGP +8%
  • DFGR +8%
  • DISV +6%
arrow_downwardTrimmed
  • SCHZ −25%
  • DFNM −10%
  • ADBE −5%
  • DFCF −3%
remove_circleSold out

None

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.

This is data, not investment advice. About StockToast · Your watchlist