account_balance

Investment manager · 13F filer · SEC CIK 2011593

Sprinkle Financial Consultants LLC

Reported value$256Mas of Sep 30, 2026
Positions108 10 new, 6 sold out
Top 10 weight49.5%SCHX alone is 10%
FiledOct 99 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
SCHX Schwab Strategic Tr 9.8% Held
JGRO J P Morgan Exchange Traded F 8.2% Added +15%
JCPB J P Morgan Exchange Traded F 6.0% Added +33%
IJR iShares Tr 5.2% Held
JPSE J P Morgan Exchange Traded F 4.1% Added +5%
DFGR Dimensional ETF Trust 4.1% Held
HELO J P Morgan Exchange Traded F 3.9% Added +21%
DFUV Dimensional ETF Trust 3.4% Held
TCAF T Rowe Price Exchange-Traded 2.4% Added +6%
IVV iShares Tr 2.4% Held
AVGE American Centy ETF Tr 2.4% Added +7%
MINO Pimco ETF Tr 2.3% Added +11%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 8, 2026 filing
add_circleNew
  • AVNM $2.02M
  • ROCY $1.38M
  • MUNI $984K
  • JEPI $774K
arrow_upwardAdded
  • GCAL +336%
  • AVSC +245%
  • HIMU +182%
  • AVDE +65%
arrow_downwardTrimmed
remove_circleSold out
  • OKE $14.8M
  • DFSV $1.72M
  • DFAR $1.46M
  • DCOR $819K

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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