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Sanchez Levi Garrett

Latest statistics and disclosures from Sanchez Levi Garrett's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002126627

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Positions held by Sanchez Levi Garrett consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sanchez Levi Garrett

Sanchez Levi Garrett holds 74 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	16.4	$30M	44k	686.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.8	$22M	306k	71.25	View chart
Vanguard World Esg Us Stk Etf (ESGV)	6.6	$12M	92k	132.24	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.1	$9.4M	75k	124.76	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	4.8	$8.9M	212k	41.73	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	4.1	$7.6M	92k	82.34	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	4.0	$7.3M	30k	246.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.3	$6.0M	101k	59.69	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.3	$6.0M	116k	51.69	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.0	$5.6M	110k	50.58	View chart
Apple (AAPL)	2.7	$5.0M	17k	289.36	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.2	$4.1M	38k	106.47	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	2.2	$4.1M	40k	101.31	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.0	$3.7M	92k	40.21	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.0	$3.6M	105k	34.13	View chart
Microsoft Corporation (MSFT)	1.8	$3.2M	8.6k	373.02	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.7	$3.1M	75k	41.25	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.7	$3.1M	30k	103.05	View chart
Ishares Tr Esg Select Scre (XJH)	1.2	$2.1M	41k	52.15	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$2.1M	6.8k	303.13	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.9	$1.7M	13k	128.08	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.9	$1.6M	63k	25.52	View chart
Caterpillar (CAT)	0.8	$1.6M	1.5k	1064.63	View chart
Costco Wholesale Corporation (COST)	0.8	$1.5M	1.7k	935.56	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$1.5M	30k	48.43	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.8	$1.4M	2.9k	477.57	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.7	$1.3M	38k	33.29	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.7	$1.3M	24k	51.78	View chart
Amazon (AMZN)	0.7	$1.2M	5.2k	238.34	View chart
Applied Materials (AMAT)	0.7	$1.2M	1.7k	723.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.2M	3.4k	357.33	View chart
Ishares Ethereum Tr SHS (ETHA)	0.6	$1.2M	98k	11.89	View chart
Us Bancorp Com New (USB)	0.5	$896k	15k	60.40	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.5	$893k	19k	47.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$733k	979.00	748.89	View chart
NVIDIA Corporation (NVDA)	0.4	$721k	3.6k	200.08	View chart
Delta Air Lines Com New (DAL)	0.4	$712k	7.6k	93.66	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.3	$625k	27k	23.44	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$616k	7.2k	86.15	View chart
JPMorgan Chase & Co. (JPM)	0.3	$613k	1.9k	327.33	View chart
Cisco Systems (CSCO)	0.3	$594k	5.1k	117.45	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$565k	1.5k	370.13	View chart
Marathon Petroleum Corp (MPC)	0.3	$562k	2.2k	255.67	View chart
Meta Platforms Cl A (META)	0.3	$536k	951.00	563.11	View chart
Starbucks Corporation (SBUX)	0.3	$498k	4.9k	102.20	View chart
Spdr Series Trust St Str Corpo Etf (SPBO)	0.3	$494k	17k	29.04	View chart
Teradyne (TER)	0.3	$487k	1.0k	483.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$477k	5.9k	80.57	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$452k	10k	44.36	View chart
Eli Lilly & Co. (LLY)	0.2	$445k	371.00	1198.20	View chart
Wal-Mart Stores (WMT)	0.2	$434k	3.8k	113.26	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$429k	2.0k	217.90	View chart
Tesla Motors (TSLA)	0.2	$427k	1.0k	420.60	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$422k	8.9k	47.41	View chart
Travelers Companies (TRV)	0.2	$388k	1.2k	329.99	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.2	$358k	14k	26.16	View chart
Deere & Company (DE)	0.2	$353k	556.00	634.33	View chart
Sherwin-Williams Company (SHW)	0.2	$347k	1.0k	344.42	View chart
Suncor Energy (SU)	0.2	$338k	6.3k	53.68	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.2	$338k	2.9k	116.00	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.2	$323k	3.7k	88.52	View chart
Astrazeneca Ord (AZN)	0.2	$295k	1.6k	189.62	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$294k	3.3k	89.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$290k	821.00	353.33	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$288k	3.0k	95.44	View chart
Enbridge (ENB)	0.2	$284k	5.2k	54.21	View chart
MetLife (MET)	0.2	$284k	3.4k	84.61	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$277k	5.9k	46.63	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$252k	2.3k	111.30	View chart
Kinder Morgan (KMI)	0.1	$243k	7.6k	31.97	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.1	$236k	4.9k	47.75	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$236k	4.2k	55.94	View chart
Walt Disney Company (DIS)	0.1	$231k	2.4k	96.26	View chart
Visa Com Cl A (V)	0.1	$203k	593.00	342.94	View chart

Past Filings by Sanchez Levi Garrett

SEC 13F filings are viewable for Sanchez Levi Garrett going back to 2026

Sanchez Levi Garrett 2026 Q2 filed Aug. 17, 2026

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