account_balance

Investment manager · 13F filer · SEC CIK 2053653

Benningfield Financial Advisors, LLC

Reported value$138Mas of Sep 30, 2026

Positions19 0 new, 0 sold out

Top 10 weight97.5%DFUV alone is 20%

FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

DFUVDimensional ETF Trust

19.7%

VTIPVanguard Malvern FDS

15.7%

VTIVanguard Index FDS

14.3%

IEFiShares Tr

14.0%

PLTRPalantir Technologies Inc.

11.8%

BSVOEa Series Trust

10.0%Trimmed −4%

AVUVAmerican Centy ETF Tr

5.1%

DFIVDimensional ETF Trust

3.6%

VTV1.7%

VGIT1.5%

VXUS

QUAL

DFUVDimensional ETF Trust

19.7%

VTIPVanguard Malvern FDS

15.7%

VTIVanguard Index FDS

14.3%

IEFiShares Tr

14.0%

PLTRPalantir Technologies Inc.

11.8%

BSVOEa Series Trust

10.0%−4%

AVUV

DFIV3.6%

VGIT

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

DFUV Dimensional ETF Trust 19.7% Held

VTIP Vanguard Malvern FDS 15.7% Held

VTI Vanguard Index FDS 14.3% Held

IEF iShares Tr 14.0% Held

PLTR Palantir Technologies Inc. 11.8% Held

BSVO Ea Series Trust 10.0% Trimmed −4%

AVUV American Centy ETF Tr 5.1% Held

DFIV Dimensional ETF Trust 3.6% Held

VTV Vanguard Index FDS 1.7% Held

VGIT Vanguard Scottsdale FDS 1.5% Held

VXUS Vanguard Star FDS 0.5% Added +9%

QUAL iShares Tr 0.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Jul 30, 2026 filing

add_circleNew

None

arrow_upwardAdded

VXUS +9%

arrow_downwardTrimmed

BSVO −4%
IVLU −3%

remove_circleSold out

None

Benningfield Financial Advisors, LLC

Where the money is

Biggest moves since Jun 30, 2026

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