13F

Investor

Sanchez Levi Garrett

CIK 0002126627 · filed 2026-05-15 · SEC filing

13F book

$159.5M

Positions

74

Largest name

16.8%

Vanguard Index Fds

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Vanguard Index Fds44.9K$26.8M16.8%Held
Vanguard Tax-Managed Fds291.9K$18.7M11.7%Held
Vanguard World Fd90.9K$10.2M6.4%Held
American Centy Etf Tr71.4K$7.89M4.9%Held
Dimensional Etf Trust204.2K$7.51M4.7%Held
Vanguard World Fd87.1K$6.25M3.9%Held
Vanguard Index Fds26.1K$5.37M3.4%Held
Dimensional Etf Trust116K$5.23M3.3%Held
Vanguard Mun Bd Fds102.4K$5.11M3.2%Held
Vanguard Intl Equity Index F92.4K$4.99M3.1%Held
Apple Inc.AAPL16.8K$4.26M2.7%Held
Ishares Tr38.2K$4.07M2.6%Held
Vanguard Wellington Fd40.2K$4.07M2.6%Held
Dimensional Etf Trust100.8K$3.25M2.0%Held
Microsoft CorpMSFT8.59K$3.18M2.0%Held
Dimensional Etf Trust89.9K$3.05M1.9%Held
American Centy Etf Tr29K$2.9M1.8%Held
Dimensional Etf Trust71.3K$2.78M1.7%Held
Ishares Tr42.3K$1.92M1.2%Held
Vanguard Index Fds6.98K$1.83M1.1%Held
Costco Whsl Corp New1.72K$1.72M1.1%Held
Spdr Series Trust58.8K$1.51M0.9%Held
Ishares Bitcoin Trust EtfIBIT35K$1.34M0.8%Held
Vanguard Charlotte Fds27.1K$1.3M0.8%Held
Ishares Ethereum Tr82.1K$1.3M0.8%Held
American Centy Etf Tr11.2K$1.24M0.8%Held
Spdr Index Shs Fds24.5K$1.15M0.7%Held
Us Bancorp Del22K$1.15M0.7%Held
Amazon Com IncAMZN4.97K$1.04M0.6%Held
Caterpillar IncCAT1.44K$1.02M0.6%Held
Taiwan Semiconductor Mfg Ltd2.95K$995.9K0.6%Held
Alphabet Inc3.27K$940.8K0.6%Held
American Centy Etf Tr18.3K$804K0.5%Held
Applied Matls Inc1.68K$575.4K0.4%Held
Marathon Pete Corp2.19K$535.2K0.3%Held
Jpmorgan Chase & Co.1.78K$523.3K0.3%Held
Vanguard Growth Etf1.19K$520.8K0.3%Held
Meta Platforms, Inc.META885$506.2K0.3%Held
Delta Air Lines Inc DelDAL7.59K$504.9K0.3%Held
Vanguard Index Fds1.53K$490K0.3%Held
Nvidia CorpNVDA2.68K$467.2K0.3%Held
Ishares Tr9.67K$459.9K0.3%Held
Spdr Series Trust15.7K$455.5K0.3%Held
Vanguard Index Fds1.58K$454.2K0.3%Held
Walmart Inc.WMT3.65K$453.4K0.3%Held
Starbucks CorpSBUX4.94K$442.4K0.3%Held
Suncor Energy Inc New6.3K$416.8K0.3%Held
State Srt Spdr Prtfl Hgh17.5K$408.9K0.3%Held
Dimensional Etf Trust10.2K$396K0.2%Held
Vaneck Etf Trust2.91K$388.2K0.2%Held
Vanguard Index Fds1.97K$386.5K0.2%Held
Cisco Sys Inc4.92K$381.3K0.2%Held
Travelers Companies, Inc.TRV1.16K$338.8K0.2%Held
Tesla, Inc.TSLA900$334.6K0.2%Held
Sherwin Williams CoSHW1K$322.3K0.2%Held
Eli Lilly & CoLLY339$311.5K0.2%Held
Deere & CoDE552$310.9K0.2%Held
Astrazeneca Plc OrdAZN1.56K$306.9K0.2%Held
Teradyne, IncTER1K$297.8K0.2%Held
Dimensional Etf Trust12.3K$292K0.2%Held
Enbridge Inc5.24K$283.8K0.2%Held
American Centy Etf Tr3.29K$279.6K0.2%Held
Ishares Tr3.13K$271.3K0.2%Held
Kinder Morgan Inc Del7.55K$253.1K0.2%Held
Ares Management Corporation2.24K$244.2K0.2%Held
Dimensional Etf Trust4.94K$236.4K0.1%Held
Metlife Inc3.33K$235.6K0.1%Held
Prudential Finl Inc2.36K$230.3K0.1%Held
Dimensional Etf Trust5.55K$228.3K0.1%Held
American Centy Etf Tr3.06K$226K0.1%Held
Disney Walt Co2.28K$219.7K0.1%Held
Ishares Tr4.55K$214K0.1%Held
Alphabet Inc732$210K0.1%Held
Phillips 66PSX1.11K$202.8K0.1%Held

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.