Investor
DEFINE FINANCIAL, LLC
CIK 0002021320 · filed 2026-01-13 · SEC filing
13F book
$176.4M
Positions
43
Largest name
14.3%
American Centy Etf Tr
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| American Centy Etf Tr | — | 247.7K | $25.3M | 14.3% | — | Held |
| Vanguard Malvern Fds | — | 510.4K | $25.2M | 14.3% | — | Held |
| American Centy Etf Tr | — | 253.6K | $23.8M | 13.5% | — | Held |
| Vanguard Index Fds | — | 69.6K | $23.3M | 13.2% | — | Held |
| Vanguard Intl Equity Index F | — | 282.3K | $20.8M | 11.8% | — | Held |
| Vanguard Index Fds | — | 204.5K | $18.1M | 10.3% | — | Held |
| American Centy Etf Tr | — | 149.3K | $11.5M | 6.5% | — | Held |
| Vanguard Intl Equity Index F | — | 204.3K | $11M | 6.2% | — | Held |
| Microsoft Corp | MSFT | 3.9K | $1.89M | 1.1% | — | Held |
| Apple Inc. | AAPL | 5.7K | $1.55M | 0.9% | — | Held |
| Spdr S&P 500 Etf Tr | — | 1.97K | $1.35M | 0.8% | — | Held |
| Berkshire Hathaway Inc Del | — | 1.64K | $824.3K | 0.5% | — | Held |
| Vanguard Index Fds | — | 2.4K | $756.1K | 0.4% | — | Held |
| Nvidia Corp | NVDA | 3.93K | $733.3K | 0.4% | — | Held |
| Alphabet Inc | — | 2.21K | $693.7K | 0.4% | — | Held |
| Amazon Com Inc | AMZN | 2.61K | $603.2K | 0.3% | — | Held |
| Dimensional Etf Trust | — | 12.8K | $556K | 0.3% | — | Held |
| Airbnb, Inc. | ABNB | 3.92K | $531.9K | 0.3% | — | Held |
| Vanguard Index Fds | — | 845 | $529.9K | 0.3% | — | Held |
| Vanguard Growth Etf | — | 940 | $458.8K | 0.3% | — | Held |
| Fidelity Covington Trust | — | 5.64K | $419K | 0.2% | — | Held |
| Proshares Tr | — | 3.94K | $409.7K | 0.2% | — | Held |
| Motorola Solutions, Inc. | MSI | 1.07K | $409.4K | 0.2% | — | Held |
| Dimensional Etf Trust | — | 9.2K | $394.1K | 0.2% | — | Held |
| Tetra Tech Inc New | — | 11.7K | $392.9K | 0.2% | — | Held |
| Ishares Tr | — | 570 | $390.4K | 0.2% | — | Held |
| Tesla, Inc. | TSLA | 783 | $352.3K | 0.2% | — | Held |
| Costco Whsl Corp New | — | 408 | $352K | 0.2% | — | Held |
| Vanguard World Fd | — | 456 | $343.4K | 0.2% | — | Held |
| Sempra | — | 3.86K | $340.7K | 0.2% | — | Held |
| Cintas Corp | CTAS | 1.78K | $335.1K | 0.2% | — | Held |
| Vanguard Index Fds | — | 1.67K | $318.5K | 0.2% | — | Held |
| Qualcomm Inc | — | 1.66K | $284.3K | 0.2% | — | Held |
| Constellation Brands, Inc. | STZ | 2K | $275.7K | 0.2% | — | Held |
| Visa Inc. | V | 781 | $273.8K | 0.2% | — | Held |
| Alphabet Inc | — | 862 | $269.8K | 0.2% | — | Held |
| Ea Series Trust | — | 4.97K | $255.1K | 0.1% | — | Held |
| Fidelity Covington Trust | — | 3.04K | $251.1K | 0.1% | — | Held |
| Bny Mellon Etf Trust | — | 1.71K | $224K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 6.61K | $215.6K | 0.1% | — | Held |
| Palantir Technologies Inc. | PLTR | 1.19K | $211.9K | 0.1% | — | Held |
| Progressive Corp | — | 910 | $207.1K | 0.1% | — | Held |
| Lineage Cell Therapeutics In | — | 20K | $33.4K | 0.0% | — | Held |
Positions as of Q4 2025. 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.