Sensible Money, LLC

Sensible Money, LLC reported 101 holdings worth US$377M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 30, 2026

Sensible Money, LLC reported 101 holdings worth US$377M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Freeport-mcmoran, Inc. Filed Jul 30, 2026 (Form 13F).

Holdings
101
Value as reported
US$377M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc13,993US$4.05M1.1%
Alphabet Inc (google) Class C7,638US$2.73M0.72%
Freeport-mcmoran, Inc.38,368US$2.41M0.64%
Berkshire Hathaway Inc.1,848US$925K0.25%
Microsoft Corp.2,419US$902K0.24%
Amazon.com, Inc.3,420US$815K0.22%
Nvidia Corporation3,928US$786K0.21%
Jp Morgan Chase & Co.2,041US$668K0.18%
Park National Corporation2,233US$409K0.11%
Palo Alto Networks, Inc.1,091US$372K0.10%
Visa Inc.852US$292K0.08%
International Business Machines Corporation951US$268K0.07%
Intel Corporation1,908US$266K0.07%
Costco Wholesale Corporation279US$261K0.07%
Ftai Aviation Ltd.953US$258K0.07%
Eli Lilly And Company200US$240K0.06%
Abbvie Inc.945US$238K0.06%
Dell Technologies Inc.507US$219K0.06%
Johnson & Johnson861US$219K0.06%

Source

View original at SEC

Related