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Livermore
Livermore
ZHEN

Sensible Money, LLC

SEC CIK
0001965229
Latest filing
Jul 30, 2026

The latest 13F from Sensible Money, LLC covers Q2 2026 (filed Jul 30, 2026): 101 long positions worth $377.1M. The top 10 holdings make up 83.6% of the portfolio, and the largest is Dimensional U.S. Core Equity 2 ETF at 26.1%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
18
Est. +$6.46M
Added
38
Est. +$5.58M
Reduced
24
Est. −$4.10M
Sold out
3
Est. −$816.2K

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    26.1%$98.6M
  2. Dimensional U.S. Targeted Value ETF25434V609
    20.2%$76.3M
  3. Dimensional ETF Trust25434V740
    8.5%$31.9M
  4. Dimensional ETF Trust25434V732
    8.1%$30.5M
  5. Dimensional ETF Trust25434V799
    7.5%$28.3M

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional U.S. Targeted Value ETF25434V609
    +$1.61MAdded
  2. Dimensional ETF Trust25434V799
    +$1.37MAdded
  3. State Street SPDR Portfolio S&P 500 ETF78464A854
    +$836.0KNew
  4. Invesco Exch Traded FD Tr II46138G664
    +$802.5KNew
  5. Invesco Nasdaq 100 ETF46138G649
    +$627.2KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +0.22 pp0.0% → 0.2%
  2. Invesco Exch Traded FD Tr II46138G664
    +0.21 pp0.0% → 0.2%
  3. Invesco Nasdaq 100 ETF46138G649
    +0.17 pp0.0% → 0.2%
  4. Vanguard Morningstar Total Stock Market ETF922908769
    +0.16 pp0.6% → 0.8%
  5. iShares Iboxx $ Investment Grade Corporate Bond ETF464287242
    +0.13 pp0.0% → 0.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    −$2.14MReduced
  2. Dimensional ETF Trust25434V740
    −$459.9KReduced
  3. AAPLApple Inc.
    −$375.0KReducedHistory
  4. Vanguard Dividend Appreciation ETF921908844
    −$347.1KSold out
  5. Invesco Exch Traded FD Tr II46138E354
    −$288.4KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    −0.98 pp7.6% → 6.6%
  2. AAPLApple Inc.
    −0.11 pp1.2% → 1.1%History
  3. Vanguard Dividend Appreciation ETF921908844
    −0.11 pp0.1% → 0.0%
  4. Invesco Exch Traded FD Tr II46138E354
    −0.10 pp0.2% → 0.1%
  5. Schwab Fundamental Emerging Markets Equity ETF808524730
    −0.10 pp1.0% → 0.9%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$377.1M
+$48.4M (+14.7%) vs. prior quarter
Positions
101
+15 vs. prior quarter
Top 10 concentration
83.6%
Top 10 as share of value
Turnover
1.4%
Q2 2026, one quarter
Average holding period
14.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $377.1M (Q2 2026)

Q4 2022: $93.5MQ1 2023: $115.8MQ2 2023: $137.4MQ3 2023: $141.8MQ4 2023: $166.5MQ1 2024: $186.0MQ2 2024: $205.1MQ3 2024: $228.9MQ4 2024: $228.1MQ1 2025: $233.4MQ2 2025: $263.8MQ3 2025: $294.2MQ4 2025: $313.1MQ1 2026: $328.7MQ2 2026: $377.1M
Q4 2022Q2 2026
13F filings of Sensible Money, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 30, 2026101$377.1MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional ETF Trustvs. Q1 2026SEC
Q1 2026Apr 21, 202686$328.7MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional ETF Trustvs. Q4 2025SEC
Q4 2025Feb 9, 202686$313.1MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional World Ex U.S. Core Equity 2 ETFvs. Q3 2025SEC
Q3 2025Nov 13, 202588$294.2MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional World Ex U.S. Core Equity 2 ETFvs. Q2 2025SEC
Q2 2025Aug 5, 202587$263.8MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional World Ex U.S. Core Equity 2 ETFvs. Q1 2025SEC
Q1 2025May 13, 202583$233.4MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional World Ex U.S. Core Equity 2 ETFvs. Q4 2024SEC
Q4 2024Jan 29, 202582$228.1MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional World Ex U.S. Core Equity 2 ETFvs. Q3 2024SEC
Q3 2024Oct 16, 202486$228.9MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional World Ex U.S. Core Equity 2 ETFvs. Q2 2024SEC
Q2 2024Sep 18, 202482$205.1MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional World Ex U.S. Core Equity 2 ETFvs. Q1 2024SEC
Q1 2024Jun 25, 202482$186.0MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional World Ex U.S. Core Equity 2 ETFvs. Q4 2023SEC
Q4 2023Jun 25, 202476$166.5MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional World Ex U.S. Core Equity 2 ETFvs. Q3 2023SEC
Q3 2023Jun 25, 202472$141.8MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional World Ex U.S. Core Equity 2 ETFvs. Q2 2023SEC
Q2 2023Jun 25, 202475$137.4MDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional World Ex U.S. Core Equity 2 ETFvs. Q1 2023SEC
Q1 2023Jun 25, 202471$115.8MDimensional U.S. Targeted Value ETFDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFvs. Q4 2022SEC
Q4 2022Jun 25, 202473$93.5MDimensional U.S. Targeted Value ETFDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETF–SEC