Investor
Broadhurst Jeffrey B
CIK 0002114882 · filed 2026-05-14 · SEC filing
13F book
$97.6M
Positions
41
2 new · 1 sold
Largest name
16.4%
Dimensional Etf Trust
Est. mark
−$1.23M
Price effect on 39 names still held. Flow $2.51M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 226K | $16M | 16.4% | −$711K | Added−$148.2K |
| Dimensional Etf Trust | — | 256.8K | $9.98M | 10.2% | −$187.5K | Cut−$630.5K |
| Dimensional Etf Trust | — | 129.2K | $9.19M | 9.4% | $180.2K | Added$595.8K |
| Dimensional Etf Trust | — | 168.3K | $6.91M | 7.1% | −$358.6K | Added$257.7K |
| Dimensional Etf Trust | — | 78.2K | $4.88M | 5.0% | $227.6K | Cut$140.9K |
| Dimensional Etf Trust | — | 102.9K | $4.01M | 4.1% | $85.2K | Added$188.7K |
| Dimensional Etf Trust | — | 95K | $3.2M | 3.3% | $68K | Added$127.7K |
| Dimensional Etf Trust | — | 60.9K | $2.92M | 3.0% | −$4.14K | Added$64.6K |
| Dimensional Etf Trust | — | 84.7K | $2.88M | 2.9% | $105.1K | Cut$13.1K |
| Dimensional Etf Trust | — | 66K | $2.75M | 2.8% | $10.6K | Added$83.4K |
| Dimensional Etf Trust | — | 50.2K | $2.65M | 2.7% | $144.6K | Added$144.9K |
| Dimensional Etf Trust | — | 44.9K | $2.32M | 2.4% | −$2.42K | Added$134.3K |
| Dimensional Etf Trust | — | 54.7K | $2.31M | 2.4% | −$17.8K | Added$85.5K |
| Dimensional Etf Trust | — | 52.8K | $2.24M | 2.3% | −$22.3K | Added$92.7K |
| Dimensional Etf Trust | — | 63.4K | $2.15M | 2.2% | $81.8K | Cut$44K |
| Dimensional Etf Trust | — | 44.6K | $2.14M | 2.2% | −$10.4K | Added$59.9K |
| Dimensional Etf Trust | — | 37.7K | $2.04M | 2.1% | −$3.61K | Added$132.8K |
| Dimensional Etf Trust | — | 38.8K | $2.04M | 2.1% | −$6.66K | Added$135.2K |
| Dimensnl Ultrashrt Fixed | — | 39.4K | $2M | 2.0% | $2.19K | Added$141K |
| Globus Med Inc | — | 23.1K | $1.99M | 2.0% | −$26.5K | Cut−$26.9K |
| Dimensional Etf Trust | — | 66.7K | $1.58M | 1.6% | $47.7K | Added$118.4K |
| Dimensional Etf Trust | — | 35.8K | $1.32M | 1.3% | −$45.4K | Added−$45.3K |
| Dimensional Etf Trust | — | 37.4K | $1.31M | 1.3% | $80.5K | Held |
| Dimensional Etf Trust | — | 38.6K | $1.3M | 1.3% | $59.4K | Cut$52K |
| Dimensional Etf Trust | — | 23K | $974.5K | 1.0% | $19.5K | Added$64.3K |
| Bitwise Bitcoin Etf Tr | — | 23.6K | $867.5K | 0.9% | −$222.4K | Added−$116.4K |
| Ishares Bitcoin Trust Etf | IBIT | 18.3K | $701.9K | 0.7% | −$187.4K | Added−$126.9K |
| Ark 21shares Bitcoin Etf | ARKB | 26.6K | $598K | 0.6% | −$142.6K | Added−$34.4K |
| Dimensional Etf Trust | — | 13K | $587.9K | 0.6% | −$21.9K | Cut−$66.4K |
| Dimensional Etf Trust | — | 15.7K | $542.2K | 0.6% | $23.1K | Cut−$3.4K |
| Grayscale Ethereum Mini Tr E | — | 21.2K | $421.4K | 0.4% | −$152.4K | Added−$100.1K |
| Synopsys Inc | SNPS | 1.04K | $414.1K | 0.4% | −$76.5K | Held |
| Apple Inc. | AAPL | 1.47K | $373.9K | 0.4% | −$26.3K | Added−$22.3K |
| Fidelity Wise Origin Bitcoin | — | 6.18K | $365K | 0.4% | −$106.4K | Held |
| Dimensional Etf Trust | — | 12.3K | $327.9K | 0.3% | $1.81K | Added$32.1K |
| Amazon Com Inc | AMZN | 1.29K | $268.3K | 0.3% | −$27.3K | Added−$12.5K |
| Dimensional Etf Trust | — | 6.78K | $267.5K | 0.3% | $9.76K | Cut−$28.2K |
| Taiwan Semiconductor Mfg Ltd | — | 715 | $241.5K | 0.2% | — | New |
| Dimensional Etf Trust | — | 3.2K | $230.7K | 0.2% | −$4.96K | Held |
| Spdr S&P 500 Etf Tr | — | 339 | $220.5K | 0.2% | −$10.7K | Held |
| ASP Isotopes Inc. | ASPI | 10K | $44.2K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.