account_balance
Investment manager · 13F filer · SEC CIK 2109534
Trailhead Planners LLC
Reported value$105Mas of Sep 30, 2026
Positions55 0 new, 2 sold out
Top 10 weight62.0%DFAI alone is 11%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAIDimensional ETF Trust
11.0%Added +6%
AVLVAmerican Centy ETF Tr
10.3%
DUHPDfa Invt Dimensions Group In
9.6%Added +4%
AVUVAmerican Centy ETF Tr
6.1%
Berkshire Hathaway Inc
RSBTTidal Trust II
4.9%Added +79%
AVSUAmerican Centy ETF Tr
4.2%Trimmed −4%
DIHPDimensional ETF Trust
3.8%Added +3%
AVESAmerican Centy ETF Tr
3.2%+3%
AVDVAmerican Centy ETF Tr
3.2%−3%
AVSDAmerican Centy ETF Tr
3.1%Trimmed −3%
DISVDimensional ETF Trust
2.5%+6%
DFAIDimensional ETF Trust
11.0%Added +6%
AVLVAmerican Centy ETF Tr
10.3%
DUHPDfa Invt Dimensions Group In
9.6%+4%
AVUVAmerican Centy ETF Tr
6.1%
RSBTTidal Trust II
4.9%
AVSUAmerican Centy ETF Tr
4.2%
DIHPDimensional ETF Trust
3.8%
AVES
AVDV
AVSD3.1%
DISV
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
DFAI Dimensional ETF Trust 11.0% Added +6%
AVLV American Centy ETF Tr 10.3% Held
DUHP Dfa Invt Dimensions Group In 9.6% Added +4%
AVUV American Centy ETF Tr 6.1% Held
Berkshire Hathaway Inc 5.7% Added +33%
RSBT Tidal Trust II 4.9% Added +79%
AVSU American Centy ETF Tr 4.2% Trimmed −4%
DIHP Dimensional ETF Trust 3.8% Added +3%
AVES American Centy ETF Tr 3.2% Added +3%
AVDV American Centy ETF Tr 3.2% Trimmed −3%
AVSD American Centy ETF Tr 3.1% Trimmed −3%
DISV Dimensional ETF Trust 2.5% Added +6%
What changed
Biggest moves since Jun 30, 2026
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