account_balance

Investment manager · 13F filer · SEC CIK 2021320

Define Financial, LLC

Reported value$240Mas of Sep 30, 2026
Positions52 7 new, 2 sold out
Top 10 weight91.1%VTIP alone is 16%
FiledOct 1414 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
VTIP Vanguard Malvern FDS 15.9% Added +20%
AVUV American Centy ETF Tr 13.9% Added +8%
AVDV American Centy ETF Tr 13.0% Added +6%
VTI Vanguard Index FDS 12.9% Added +11%
VEU Vanguard Intl Equity Index F 11.3% Added +9%
VNQ Vanguard Index FDS 9.6% Added +12%
AVEM American Centy ETF Tr 6.4% Added +5%
VWO Vanguard Intl Equity Index F 5.7% Added +8%
AAPL Apple Inc. 1.3% Added +51%MSFT Microsoft Corp 1.0% Added +7%SPY SPDR S&P 500 ETF Trust 0.7% Added +11%NVDA NVIDIA Corp 0.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 14, 2026 filing
add_circleNew
  • VXUS $355K
  • VYM $326K
  • LDOS $303K
  • DFSE $263K
arrow_upwardAdded
arrow_downwardTrimmed

None

remove_circleSold out
  • XLU $207K
  • TRFM $203K

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